Companies / NEO
TSENeo Performance Materials (NEO) in our theses
Neo Performance Materials appears in one of our theses. Below is why it entered the basket and how it has done since publication.
Rare Earths: The Real Bottleneck Is Not Mining, but China-Dominated NdFeB Magnet Production
The rare earth bottleneck is NdFeB magnets, not mining: Chinese export licensing and robot demand empower non-Chinese producers.
Why this company: Operates Europe's first sintered NdFeB magnet plant in Estonia. Direct beneficiary of European initiatives to secure localized, China-independent magnet supply.
Where these numbers come from
The reference price is recorded on the thesis publication date and never changed afterwards. The current price is refreshed several times a day. Returns are in the listing currency and exclude dividends, so for dividend payers the real total return was somewhat higher.
This is not a recommendation to buy or sell. A company enters a basket as a beneficiary of the mechanism described in the thesis, and the full argument is on each thesis page.
See all of our theses
Each with a publication date, a causal map and a score assigned before the market ruled.
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