Our Research

September 23, 2019

As SQM Pursues Big Spending Plans Amid Weak Li Prices, We See a Cut to Cons.’ FCF Ests. on Tap

By Gordon L. Johnson II

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September 23, 2019

ALB’s Sharp Pivot to Hard-Rock Mining Exposure Tells Us EBITDA Growth Will Peak Sooner than Expected

By Gordon L. Johnson II

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September 20, 2019

Inability to Absorb Costs During “US Steel Golden Age” = Deep Losses Likely from High Op. Leverage

By Gordon L. Johnson II

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September 20, 2019

TSLA’s Growth “Gremlin” has Stepped Into the Sunlight… But, Sunlight Kills Gremlins

By Gordon L. Johnson II

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September 20, 2019

Drop in New Orders to Drive Backlog Lower, Implying “This Train Has Left the Station”

By Gordon L. Johnson II

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September 20, 2019

As the “High” Wears Off for Weed Investors, TLRY’s Shares Look Set to Get “Smoked”

By Gordon L. Johnson II

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September 20, 2019

Structural Changes in Iron Ore + Additional Commodity Headwinds = Subdued Outlook

By Gordon L. Johnson II

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September 20, 2019

Expected Drop in Iron Ore Prices + a Relative Disadvantage Pushes Us to Sell

By Gordon L. Johnson II

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September 20, 2019

In The “New World Order” for Graphite Electrode S-D, Prices Have ~25% More Downside Thru ’20

By Gordon L. Johnson II

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