UNDERNEATH THE RADAR

The opportunity cost of staying underweight the Global Mining and Energy sector just got a little more expensive

Don’t believe us, believe the Financial Times

What do Gallium, Germanium, Graphite and Antimony all have in common?

The 5 year overnight success……..

“If you can keep your head when all about you. Are losing theirs……”

When price finally reflects a fundamentally tight market

“Toto, I’ve a feeling we’re not in Kansas anymore“

When all the action is on the sidelines

SK Key foundry to deliver GaN devices to Tesla in 2H, 2024