Investment Q&A

Q: I am a holder Neo Performance and it has moved very well recently. The CEO bought in a little while ago in front of this move. What is the cause of this? Do you see it continuing?
Thanks, Doug

Q: Mp Materials, a recently listed rare earth metals company, have reported earnings. Do you see this stock, at current valuation, as a good opportunity for investing in this important commodity? Any other speculative options in rare earth space? Thanks

Q: Small company, pays a nice dividend, ree's are in the future big time, stock price has been on a run.
Why is the volume of trading so incredibly low with this company ?
Thankyou

Q: Neo has been doing very well as of late.What are your thoughts about this company and fundamental views.
Is the rise warranted in your view and would you step in here.
You have better alternatives?

Q: When you last commented on Neo Performance Materials back in late July, you noted that "revenues have been declining since 2018 which is a trend we do not like to see."

The Q2 results reported Aug. 10th show the revenue decline continuing. Despite that, the price has risen more than 25% from late July. Is this purely sector driven, or are other factors at play?

Marc.

Q: Could I have your opinion on JWEL , NEO and WFT . Are they a buy right now? ( 3 questions)

Q: hi guys i am anew member and i really am happy that i belong to 5i would you recommend these stocks or is there something better thank you

Q: what's up with Neo Performance?
I see a director recently resigned who is part of 70% owner Oaktree Capital Management. Could Oaktree be looking to divest?
Is the underlying business in good shape with good prospects?
Thanks

Q: Neo appears to have some momentum (till this last week), strong balance sheet and a dividend north of 4%. Appears to be a bit of a Canadian success story. Is the size problematic in keeping large institution investors away? What is 5i current opinion?
Much appreciated Douglas

Q: There has been recent insider transactions
Please explain
70 - Acquisition or disposition (writing) of third party derivative

https://www.canadianinsider.com/company-insider-filings?ticker=NEO

Q: Can you list your favourite copper/metals/rare earth miners (excluding gold,silver miners)?

Q: Please provide your view on 1st q financials.
What's your take on the recent share buyback.
Thank you

Q: Can you name 5 smaller companies with cash, good cashflow dividend and have growth potential.
Thank you

Q: What are your current views of Neo Performance Materials and the sector in general.
I was surprised to see a 5% dividend. Nice if sustainable......
Any other suggestions in this sector?
Thank you

Q: Hey! 5i team have you done any research on Neo performance materials.

Can't find any previous research.

Q: Hi Everyone at 5i! Any suggestion for a company dealing with rare earth mining in North America which is investment worthy ? Cheers, Tamara

Q: Please provide your comments on NEO's latest earnings report. I hold a small position currently. Do you see any catalysts to cause a reason to increase holdings.

Q: Since May there has been frequent news regarding China - US rare earth disruptions. Has the price of rare earths increased since May? Has Oaktree's position in NEO changed since your last update about a month ago?

I understand NEO manufactures a broad range of light and heavy rare earth engineered products. Another segment of the company distributes a broad range of light and heavy rare earth functional materials. Is disruptive trade news and potential/real price adjustments positive or negative for NEO?

Another segment of NEO is the production of magnetic powders used in bonded and hot deformed fully dense magnets. What do you think of the recent deal (i.e. NEO's agreement to purchase of Asia Magnets (SAMAG), a privately owned manufacturer in Chuzhou, China, of compression molded NdFeB bonded magnets)?

Following this through, what would you anticipate the Q2 earnings on Aug 12, I believe, to look like?

Thank you

Q: Hi, can you shed some light on NEO (NEO PERFORMANCE MATERIALS).

In my mind, The rare earth metals will become precious and those equity stocks "should" strengthen soon especially when China now talking cutting / embargo rare earth manufactured products.

Do you believe it may represent a good buying opportunity at this current depressed level ? Much appreciated. Stéphane

Q: China threatening rare earth retaliation. They provide 80% of U.S. needs.
Any N.A. companies that might get interesting?