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Bullboard Post History

by Kanatainvestor


T.NEO

A very strong chance of a positive conclusion to the review

The chances of this strategic review process closing favourably are very high...

June 27, 2024

T.NEO

Stifel: Target: $13 - Valuation average: $17.63

We are upgrading NEO to BUY (from Hold) due to the launch of a strategic...

June 25, 2024

T.NEO

China bans export of rare earth processing

BEIJING, Dec 21 (Reuters) -China, the world's top processor of rare...

December 21, 2023

T.NBLY.R

RE:RE:As Long as the "Formal Valuation" is a minimum $18.50...

I don't see this going back to $12s with interest rates where they are...

December 18, 2023

T.NBLY.R

RE:RE:RE:As Long as the "Formal Valuation" is a minimum $18.50...

PCP doesn't need the board or TD’s fairness opinion to call a special...

December 18, 2023

T.NBLY.R

RE:As Long as the "Formal Valuation" is a minimum $18.50...

They may very well take it to a vote since they own enough shares to do so...

December 18, 2023

T.NBLY.R

$20.5-$25.5 is TD's fair value opinion

This new offer is below TD's $20.5-$25.5 fair value opinion which was...

December 18, 2023

T.NBLY.R

RE:How may bought at $ 20

Based on where the market is today, where interest rates are, the buyout...

December 18, 2023

T.NEO

US aims to limit China's role in electric cars

The US has unveiled rules aimed at keeping Chinese components out of electric...

December 1, 2023

T.NEO

RE:Here is the SeekingAlpha for those who don't have access

Looks like I have the same issue with re-positing it here.

November 28, 2023

T.NEO

Here is the SeekingAlpha for those who don't have access

Neo Performance Materials: Magnetic Potential With A 6% Yield Nov. 27...

November 28, 2023

T.NEO

Paradigm Capital - November 2023

Q3 Mixed; Large EBITDA Growth from Traction Motors Investment Thesis. Neo...

November 21, 2023

T.NBLY.R

BMO Note

Exclusivity Period Extended; Go-Private Transaction Expected to Close Q1/24E ...

November 20, 2023

T.NEO

Valuation

Using Stifel estimates: P/E 2024 - 11.4 2025 – 10.4   EV/EBITDA 2024...

November 20, 2023

T.NEO

Stifel - November 2023

Some puts and takes, but thesis remains unchanged We are encouraged by NEO...

November 20, 2023

T.NEO

Canaccord - November 2023

Q3/2023 Recap: Good value but lacking catalysts We are reiterating our BUY...

November 20, 2023

T.NEO

A buyout of NEO is inevitable

The rare earth business is remarkably similar to the O&G business, an...

November 16, 2023

T.NEO

New investor deck

New comprehensive investor deck on NEO’s website. This is the most insightful...

November 14, 2023

T.NBLY.R

PCP equity raise

In case you are having any doubts about PCP’s ability to raise equity capital...

November 14, 2023

T.NBLY.R

RE:10-12 bucks

Assuming your $10 projection is right, this is a 40% decline from the current...

November 13, 2023

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