Materials Analyst/Strategist, Janus Analysis

Gaius King

Materials Analyst/Strategist

Janus Analysis

Equity Bottom-Up

<ul>
<li>Iron Ore, we Hold our nerve</li>
<li>Lithium producers are a Hold</li>
<li>Lithium Explorers are a Sell</li>
<li>Palladium structural deficit continues to grow</li>
<li>Platinum surplus increasing</li>
<li>NdPr in structural deficit</li>
<li>China will continue to control LREE supply</li>
<li>Insufficient LREE supply will diminish global EV industry soon</li>
<li>Critical REEs (not all) readjusting to higher price plateaus</li>
</ul>


Iron Ore, we Hold our nerve
Lithium producers are a Hold
Lithium Explorers are a Sell
Palladium structural deficit continues to grow
Platinum surplus increasing
NdPr in structural deficit
China will continue to control LREE supply
Insufficient LREE supply will diminish global EV industry soon
Critical REEs (not all) readjusting to higher price plateaus


New J Hutton – Exploration Report (Weeks Ending 28/06/19)

Australia

Silver Lake Resources Limited is a mineral exploration company. The Company is focused on gold exploration in Western Australia.

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Silver Lake Resources (SLR AU)

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...

Gaius King

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