UTR – G50 Corp Limited

Buy land, they’re not making it anymore…

New 52-week highs with barely a pullback in sight and little volatility compared to the more liquid and visible bulks, industrial and precious metals.

… Live in the Tails!

The opportunity cost of staying underweight the Global Mining and Energy sector just got a little more expensive

Gallium on the Front Page

Don’t believe us, believe the Financial Times

Strategic

What do Gallium, Germanium, Graphite and Antimony all have in common?

The G50 3 P’s

The 5 year overnight success……..

Port Gallium in the Commodity Storm

“If you can keep your head when all about you. Are losing theirs……”

Calm Before The Storm

When price finally reflects a fundamentally tight market

Gallium Price Breaks Higher

“Toto, I’ve a feeling we’re not in Kansas anymore“

Gallium Price Unchanged

When all the action is on the sidelines

Gallium Prints $816.40/kg

SK Key foundry to deliver GaN devices to Tesla in 2H, 2024

Gallium Grinds Higher

“No clean energy roadmap can exist without GaN“

Gallium Price Up 51% Since June 2023

Goldman Sachs frames the 5 key trends supporting a positive view on commodities

Why Rob a Bank?

Alumina and Gallium lead the way for commodity performance in 2024

The Data Is In

Chinese gallium exports collapse in 2023 as new policy takes hold

Stockpiling Gallium for a Rainy Day

When the gallium price doubles and supply is cut off, what do you do?

Gallium Through US$800/kg

Gallium price upward trajectory supported by pending customer demand for data centre power efficiency

Data Centre or AI Farm?

Incumbent power generation has to get more efficient

Yole Group, Compound Semiconductors, GaN

Compound semiconductor industry to grow

Capex Commitment Coming

US earning seasons and guidance highlights coming CAPEX cycle for generative AI

Underneath the Radar

Buy land, they’re not making it anymore…

… Live in the Tails!

Gallium on the Front Page

Strategic

The G50 3 P’s

Port Gallium in the Commodity Storm

Calm Before The Storm

Gallium Price Breaks Higher

Gallium Price Unchanged

Gallium Prints $816.40/kg

Gallium Grinds Higher

Gallium Price Up 51% Since June 2023

Why Rob a Bank?

The Data Is In

Stockpiling Gallium for a Rainy Day

Gallium Through US$800/kg

Data Centre or AI Farm?

Yole Group, Compound Semiconductors, GaN

Capex Commitment Coming