Lion Selection

Lion research

LionAnalyst

From time to time, the Lion Manager publishes research on a topic of relevance, primarily for the benefit of Lion shareholders. LionAnalyst is published 3–4 times per year, and distributed via email. Previous editions can be downloaded below, but new editions will only be sent to people who have provided an email address.

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Previous editions of LionAnalyst

June 2017Mining: Checking in on the BOOM
August 2016Mining: The liquidity tap is ON
August 2016Miners' turn to shine
May 2016The boom has started
April 2016Miners at turning point
May 2015One Swallow does not a Summer Make
May 2014Road to Recovery
October 2013Dawn of a New Cycle
May 2013Gold
January 2013China
August 2012
Condition of the mining boom
May 2012Introduction to LionAnalyst