Director, Head of Research, Smartkarma

Pranav Rao

Director, Head of Research

Smartkarma

Smartkarma unites the fragmented investment industry, connecting institutional investors, independent research providers, and corporates within a single network.

Research Reinvented

Event-Driven

<ul>
<li>Welcome to Curator’s Cut, a fortnightly roundup of standout themes from the 1,000+ Insights published over the past two weeks on Smartkarma</li>
<li>In this cut, we review the global focus on critical minerals, how ASEAN's digital economy can grow amidst political uncertainty, and how IT services have fared with AI</li>
<li>Want to dig deeper? Comment or message with the themes you’d like to see highlighted next</li>
</ul>


Welcome to Curator’s Cut, a fortnightly roundup of standout themes from the 1,000+ Insights published over the past two weeks on Smartkarma
In this cut, we review the global focus on critical minerals, how ASEAN's digital economy can grow amidst political uncertainty, and how IT services have fared with AI
Want to dig deeper? Comment or message with the themes you’d like to see highlighted next


Curator's Cut: Critical Minerals' Rise, SEA's Digital Promise & IT Services in Flux

Pan-Asia Catalysts/Events, Quiddity Advisors

David Blennerhassett

Pan-Asia Catalysts/Events

Quiddity Advisors

<ul>
<li>Last week, rare-earth play <strong><a href="https://www.smartkarma.com/entities/lynas-corp-ltd" target="_blank" data-smartkarma-citation="entities:20374:1" rel="noopener">Lynas Corp Ltd (LYC AU)</a></strong> squared away a fully underwritten A$750mn placement (56.6mn shares, 6.1% of shares outstanding) at A$13.25/share, a 10% discount to last close. </li>
<li>Gina Rinehart, Lynas' second largest shareholders with ~8.2%, took up her compliment. </li>
<li>Placement proceeds will be applied to streamlining ops, expanding its stockpiles/capacity, and investing downstream into magnet makers.</li>
</ul>


Last week, rare-earth play Lynas Corp Ltd (LYC AU) squared away a fully underwritten A$750mn placement (56.6mn shares, 6.1% of shares outstanding) at A$13.25/share, a 10% discount to last close. 
Gina Rinehart, Lynas' second largest shareholders with ~8.2%, took up her compliment. 
Placement proceeds will be applied to streamlining ops, expanding its stockpiles/capacity, and investing downstream into magnet makers.


Lynas (LYC AU) Targets Vertical Expansion

Canada

Neo Performance Materials Inc. supplies advanced materials used in a wide range of technology applications. The Company engages in production, processing, and development of rare earth and zirconium-based engineered materials, as well as rare metals including gallium, indium, rhenium, tantalum, and niobium. Neo Performance Materials operates in Canada.

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Neo Performance Materials (NEO CN)

Curator's Cut: Critical Minerals' Rise, SEA's Digital Promise & IT Services in Flux

In this cut, we review the global focus on critical minerals, how ASEAN's digital economy can grow amidst political uncertainty, and how IT...

Pranav Rao

Lynas (LYC AU) Targets Vertical Expansion

Lynas is up massively over the past year, and especially recently. Yet as the no 1 rare-earth play outside China - and now very cashed up - it's a...

David Blennerhassett

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