Boost Research
New J Hutton – Exploration Report Pt 1 (Weeks Ending 02/08/19)
Iron Ore fallen >27% in nine days, trader driven, as opposed to fundamentals Chinese iron ore consumption growth >4% over the pcp Supply...
485 Views
Boost Research
New J Hutton – Exploration Report (Weeks Ending 28/06/19)
Iron Ore, we Hold our nerve Lithium producers are a Hold Lithium Explorers are a Sell Palladium structural deficit continues to grow Platinum...
466 Views
Boost Research
New J Hutton – Exploration Report (Weeks Ending 31/05/19)
Initiate on Lynas Corp Ltd (LYC AU) as a BUY Six Chinese SOEs control ~78% of global primary REE supply Est. China processes >90% of global REE...
700 Views
Boost Research
PM8 – The Perfect Foil to a Xi LREE Embargo
Insurance against potential Chinese light rare-earths (LREE) embargo LREEs critical to certain economic sectors, particularly in sensors,...
672 Views
Boost Research
New J Hutton – Exploration Report (Weeks Ending 17/05/19)
Vale SA (VALE US) woes continue, facing another dam collapse Forecast seaborne iron ore market deficit >100Mt CY19 Chinese house prices up 10%...
612 Views