05 · UPSTREAM MATERIALS
Neo Performance Materials
NEO·TSX
CHOKEPOINT LENS
LAYER05 · Upstream materials
CHOKECONCENTRATED
CHINACHINA-INSULATED · STEEL bezel
ACCESSIBLEYes · via ADR / dual-listing
NODERare earth magnets
DOSSIER
ROLE
Canadian-listed rare-earth processor and magnet maker with operations spanning Europe and Asia — one of the few Western firms with actual midstream operating history.
CHOKE POSITION
Established ex-China processing capability on the TSX — the accessible mid-cap of the escape-valve cohort.
Key readouts, what makes the choke pay, what breaks it, and the catalysts on the watch — for every instrument on the board.
PERFORMANCE
No market data available for this instrument.
INTELLIGENCE FILES
ADJACENT INSTRUMENTS
MP MaterialsMP·NYSENdFeB / rare earths · CONCENTRATED
LynasLYC·ASXRare earth refining · CONCENTRATED
Noveon MagneticsPRIVATESintered NdFeB magnets · CONCENTRATED
Vulcan ElementsPRIVATENdFeB magnets · CONCENTRATED
Evolution Metals (EM&T)PRIVATESintered NdFeB magnets · CONCENTRATED
Proterial (ex-Hitachi Metals)PRIVATENdFeB magnet IP/patents · CONCENTRATED
NOTES
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Market intelligence, not financial advice.