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NOPMF - Neo Performance Materials - A Good Bet Last Year
Neo Performance Materials Inc
Well positioned value-adding business in the rare earth and specialty metals space.
Structural tailwinds for rare earth metal sector: resource scarcity, technology critical components, geo-political tensions and bifurcation of supply chains.
Majority shareholder Oaktree Capital selling large blocks of shares: not the best signal.
Stock trading at a historical high with operating performance at a historical low: not the best bet now.