Made a great deal of money following JPM research, but ALWAYS cross referenced, and picked & chosen amongst the sectors I liked. Each to their own, but for anyone with less than $10M to invest their stuff's as good as you'll find anywhere IMO.
Their stuff on Lynas is far better, with way more depth, than anything else I've seen, in fact their market research very much looks same source to Lynas's. Tune in to a Moly QR and listen to their RE analyst Michael Gambardella sometime, always a good idea to have a weeny bit of knowledge before spouting an opinion.
BTW, do punters honestly think JPM, MS & the Giant Squid are stupid enough to pump circa $600M into Moly last year? Naked, without short coverage? Which rain shower did you people come down in?
Ditto Lynas, London to a brick that CR was quickly covered.
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