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.
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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
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
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?
Any N.A. companies that might get interesting?
Q: Could you please provide an update on NEO. Stock jumped today based on news regarding China Tightening supply of Rare Earth Metals.
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?
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?
Q: With the estimated take-over price of NEO at 19.34, are there any risks to buying NEO now at 16.49?
Thank you.
Thank you.
Q: What are your thoughts on NEO at the current price, having dropped after missing one quarter even though they have been beating estimates in prior quarters?
Q: What can you tell us about investing in NEO Performance Materials Inc?
Q: Please comment on year end numbers.
Q: Good Day All,
Wondering if you might have any input on the new issue- "NEO". I like the space they operate in, and they did have a successful past if I remember correctly; that said it has not traded well since the IPO.
Thanks
Wondering if you might have any input on the new issue- "NEO". I like the space they operate in, and they did have a successful past if I remember correctly; that said it has not traded well since the IPO.
Thanks