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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

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
Read Answer Asked by LARRY on August 09, 2019
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

Read Answer Asked by Stéphane on July 05, 2019
Q: Happy New Year and all the best for 2019. Thank you for another year of providing a great service.
I own Neo stock and now wonder what to do if anything. Should I just hold on and wait for the deal with Luxfer Holdings to go through? As I understand the NEO shares would be replaced with some cash and some shares of LXFR. What do you think of LXFR's prospects? Should I buy more LXFR to maintain my position in the sector? If you recommend a buy should it be now or after the deal closes?
Read Answer Asked by David on January 02, 2019
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