Primer: Piedmont Lithium (PLL AU) - Aug 2026
Piedmont Lithium is strategically positioned to become a key player in the North American lithium supply chain, with a multi-asset portfolio...
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Paragon REIT (PGNREIT SP)'s Privatisation Offer
Looks pretty clean. A 7% premium to NAV and a roughly two-year high. If payment on or around late May, I'd pay up to S$0.97/share for a gross...
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2023 4th Qtr Letter to Investors: A Deep Dive into Lithium
2023 was a challenging year, there was a lot of volatility in both long and short books. We reserve the bulk of the letter for an extended...
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Weekly Sustainable Investing Surveyor: Week Ended February 10, 2023
Based on forward 12-month consensus estimates, the current P/E ratio of the WTR Sustainable index is 24.5x versus 18.4x for the S&P 500.
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Mat-Chem Notes For the Week Ended January 6, 2023
KEY POINTS WTR-CMI last week. The market ended last week in positive territory, with the S&P 500 and the Russell 2000 posting returns of 1.2%...
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