Breaking Down the Mining News of the Day, Money of Mine

Money of Mine

Breaking Down the Mining News of the Day

An ex-underground miner, an ex-investment banker, and an ex-equity research guy breaking down the mining news of the day. It's a bit of entertainment, information, and occasionally some alpha.

Equity Bottom-Up

<ul><li>UEC acquires Rio Tinto's uranium assets in Wyoming, expanding their production capabilities</li><li>UEC aims to ramp up production to 4 million pounds a year in Wyoming, with additional projects in Texas and the Athabasca basin</li><li>UEC's acquisition and future projects position them as a significant player in the uranium market, with a market cap of $2.5 billion USD</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.</em></p>

UEC acquires Rio Tinto's uranium assets in Wyoming, expanding their production capabilitiesUEC aims to ramp up production to 4 million pounds a year in Wyoming, with additional projects in Texas and the Athabasca basinUEC's acquisition and future projects position them as a significant player in the uranium market, with a market cap of $2.5 billion USDThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

2 Miners Battle Short Reports – Who Wins?

Asia Pac IPO & Placement Research, China biotech, Aequitas Research

Ke Yan, CFA, FRM

Asia Pac IPO & Placement Research, China biotech

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

Quantitative Analysis

<ul>
<li>We analyzed the changes in short interest of ASX Stocks as of Sep 13th (reported today) which has an aggregated short interest worth USD25.4bn.</li>
<li>We tabulate league table for top short by value and short as multiple of ADT, as well as weekly increases &amp; decreases in short value, short as multiple of ADT.</li>
<li>We highlight short interest changes in Mineral Resources, Westpac, Gpt, Australian Clinical Labs, Aristocrat Leisure, James Hardie Industries Plc.</li>
</ul>


We analyzed the changes in short interest of ASX Stocks as of Sep 13th (reported today) which has an aggregated short interest worth USD25.4bn.
We tabulate league table for top short by value and short as multiple of ADT, as well as weekly increases &amp; decreases in short value, short as multiple of ADT.
We highlight short interest changes in Mineral Resources, Westpac, Gpt, Australian Clinical Labs, Aristocrat Leisure, James Hardie Industries Plc.


ASX Short Interest Weekly (Sep 13th): Mineral Resources, Westpac, Gpt, Australian Clinical Labs

<ul>
<li>We analyzed the changes in short interest of ASX Stocks as of Sep 6th (reported today) which has an aggregated short interest worth USD24.3bn.</li>
<li>We tabulate league table for top short by value and short as multiple of ADT, as well as weekly increases &amp; decreases in short value, short as multiple of ADT.</li>
<li>We highlight short interest changes in Macquarie, Fortescue, Mirvac, Insurance Australia, BHP, Wesfarmers, CSL.</li>
</ul>


We analyzed the changes in short interest of ASX Stocks as of Sep 6th (reported today) which has an aggregated short interest worth USD24.3bn.
We tabulate league table for top short by value and short as multiple of ADT, as well as weekly increases &amp; decreases in short value, short as multiple of ADT.
We highlight short interest changes in Macquarie, Fortescue, Mirvac, Insurance Australia, BHP, Wesfarmers, CSL.


ASX Short Interest Weekly (Sep 6th): Macquarie, Fortescue, Mirvac, Insurance Australia, BHP

Global TMT Analyst, Ex-PM, 30 years experience

Neil Campling

Thematic (Sector/Industry)

<ul>
<li>EV demand slump prompts CATL production cuts, lithium prices fall below breakeven</li>
<li>What happened to Nvidia's MOAT? AMD is gaining inference traction </li>
<li>Samsung issues at 2nm and 4nm and TSM continues to widen tech leadership. TSM as a Monopsony could hurt TEL and ASML in time</li>
</ul>


EV demand slump prompts CATL production cuts, lithium prices fall below breakeven
What happened to Nvidia's MOAT? AMD is gaining inference traction 
Samsung issues at 2nm and 4nm and TSM continues to widen tech leadership. TSM as a Monopsony could hurt TEL and ASML in time


TMT Daily - EVs, CATL, AMD V NVDA, Samsung V TSM Tokyo Electron, ASML, Telco, Shopify, Match, Bumble

Equity, Bottom-up Analyst, Investics Research

Sameer Taneja

Equity, Bottom-up Analyst

Investics Research

It is important to note that the information provided by Investics Research is based on publicly available data and own knowledge, which has been gathered and analyzed from a variety of sources. While every effort has been made to ensure the accuracy and completeness of the information provided, it is not guaranteed to be free from errors or omissions. All forecasts and estimates are based on information that has been obtained from public sources that are considered to be reliable. The sources include but are not limited to, company announcements, exchange filings, presentations, etc. Investics does not guarantee the accuracy and completeness of the forecasts, estimates, and/or other information.

Equity Bottom-up Research

<ul>
<li>Iron ore broke out of its three-year band two weeks ago and, after a brief recovery, trended lower by 9% WoW. It is now within touching distance of 90 USD/ton. </li>
<li>Chinese steel margins showed no signs of improving, with the average mills losing 70-80 USD/ton. Iron ore inventories continued to climb at the ports, exceeding 150 million tons.</li>
<li>We would stay clear of iron ore names for the time being as we wait for iron ore to consolidate at some levels. </li>
</ul>


Iron ore broke out of its three-year band two weeks ago and, after a brief recovery, trended lower by 9% WoW. It is now within touching distance of 90 USD/ton. 
Chinese steel margins showed no signs of improving, with the average mills losing 70-80 USD/ton. Iron ore inventories continued to climb at the ports, exceeding 150 million tons.
We would stay clear of iron ore names for the time being as we wait for iron ore to consolidate at some levels. 


Iron Ore Tracker (9-Sep-2024): Short-Term Bearish Signals More Prominent

Australia

Rio Tinto Limited is an international mining company.  The Company has interests in mining for aluminum, borax, coal, copper, gold, iron ore, lead, silver, tin, uranium, zinc, titanium dioxide feedstock, diamonds, talc and zircon. Dually-listed company with RIO LN.

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Rio Tinto Ltd (RIO AU)

2 Miners Battle Short Reports – Who Wins?

UEC acquires Rio Tinto's uranium assets in Wyoming and Uranium One's portfolio, recommences production in Wyoming and plans to start production in...

Money of Mine

ASX Short Interest Weekly (Sep 13th): Mineral Resources, Westpac, Gpt, Australian Clinical Labs

We analyzed ASX short interest report for the past week and highlight short interest changes in Mineral Resources, Westpac, Gpt, Australian...

Ke Yan, CFA, FRM

ASX Short Interest Weekly (Sep 6th): Macquarie, Fortescue, Mirvac, Insurance Australia, BHP

We analyzed ASX short interest report for the past week and highlight short interest changes in Macquarie, Fortescue, Mirvac, Insurance Australia,...

Ke Yan, CFA, FRM

TMT Daily - EVs, CATL, AMD V NVDA, Samsung V TSM Tokyo Electron, ASML, Telco, Shopify, Match, Bumble

CATL cuts as lithium falls below cash cost as EVs slump. AMD traction in inference v Nvidia. Samsung woes at both 4nm and 2nm, TSM widens lead....

Neil Campling

Iron Ore Tracker (9-Sep-2024): Short-Term Bearish Signals More Prominent

With iron ore prices breaking below 95 USD/ton, we become more bearish in the short term. We track indicators like mill margins, inventories, and...

Sameer Taneja

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

2 Miners Battle Short Reports – Who Wins?

UEC acquires Rio Tinto's uranium assets in Wyoming and Uranium One's portfolio, recommences production in Wyoming and plans to start production in...

Money of Mine

ASX Short Interest Weekly (Sep 13th): Mineral Resources, Westpac, Gpt, Australian Clinical Labs

We analyzed ASX short interest report for the past week and highlight short interest changes in Mineral Resources, Westpac, Gpt, Australian...

Ke Yan, CFA, FRM

ASX Short Interest Weekly (Sep 6th): Macquarie, Fortescue, Mirvac, Insurance Australia, BHP

We analyzed ASX short interest report for the past week and highlight short interest changes in Macquarie, Fortescue, Mirvac, Insurance Australia,...

Ke Yan, CFA, FRM

TMT Daily - EVs, CATL, AMD V NVDA, Samsung V TSM Tokyo Electron, ASML, Telco, Shopify, Match, Bumble

​CATL cuts as lithium falls below cash cost as EVs slump. AMD traction in inference v Nvidia. Samsung woes at both 4nm and 2nm, TSM widens lead....

Neil Campling

Iron Ore Tracker (9-Sep-2024): Short-Term Bearish Signals More Prominent

With iron ore prices breaking below 95 USD/ton, we become more bearish in the short term. We track indicators like mill margins, inventories, and...

Sameer Taneja

CATL cuts as lithium falls below cash cost as EVs slump. AMD traction in inference v Nvidia. Samsung woes at both 4nm and 2nm, TSM widens lead....