Research
Basic Materials
lf0’s Basic Materials hub collects every equity research note on chemicals, plastics, and industrial-feedstock companies, where commodity-cycle pricing, feedstock costs, and capacity utilization drive margins more than demand growth alone. Coverage in this sector currently includes LyondellBasell Industries (LYB). lf0 revisits this name periodically as olefin spreads, end-market demand, and capacity data reshape the investment case, so the company’s archive is organized chronologically rather than as a single static snapshot.





Coeur Mining Stock Analysis: Buy or Sell? Valuation, Cash Flow & Risk
Coeur Mining (CDE) carries a Hold rating after a strong rerating driven by higher production, metal prices, and a cleaner balance sheet. The stock screens…
Agnico Eagle Mines Stock Analysis: Buy or Sell? Valuation & Cash Flow
Agnico Eagle Mines Limited (AEM) is rated Hold as strong margins and cash generation are already priced in. The stock’s premium valuation leaves limited room…
Constellium Stock Analysis: Buy or Sell? Valuation, FCF & Growth
Constellium SE (CSTM) is rated Hold as growth remains solid, but cash conversion is still too thin to justify a stronger call. The stock looks…
USA Rare Earth Stock Analysis: Buy or Sell? Valuation, Cash Burn & Growth
USA Rare Earth (USAR) earns a STRONG SELL rating as valuation races far ahead of operating reality. Revenue remains minimal while cash burn and massive…
The Scorecard: 3 Month Update: UAN Buy — Correct so far
Revisiting our Buy call on UAN: entry $110.58, latest $127.58, +15.4%.
The Scorecard: 1 Month Update: LAR Sell — Correct so far
Revisiting our Sell call on LAR: entry $6.70, latest $5.60, -16.4%.
Gold Fields Stock Analysis: Buy or Sell? Valuation, Free Cash Flow & Margins
Gold Fields (GFI) is rated Buy thanks to a 13.2% free cash flow yield, 36.7% FCF margin, and only 0.1x net debt/EBITDA. The main watchpoint…
The Scorecard: 2 Month Update: UAN Buy — Correct so far
Revisiting our Buy call on UAN: entry $110.58, latest $132.61, +19.9%.
Lithium Argentina Stock Analysis: Buy or Sell? Cash Flow, Leverage & Valuation
Lithium Argentina AG (LAR) is rated Sell because the market price already reflects a recovery that is not yet showing up in cash flow. Net…
The Scorecard: 1 Month Update: UAN Buy — Correct so far
Revisiting our Buy call on UAN: entry $110.58, latest $123.50, +11.7%.
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