China-Driven Germanium Squeeze Impacts Markets

China's actions are causing a squeeze in the germanium market, leading to investment opportunities, with Piper Sandler initiating coverage on LightPath Technologies.

13 Aug, 10:55 — 13 Aug, 10:55

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zerohedgeLow18d ago

"BlackDiamonds Are Forever": How To Profit From The China-Driven Germanium Squeeze

"BlackDiamonds Are Forever": How To Profit From The China-Driven Germanium Squeeze Piper Sandler initiated coverage of LightPath Technologies with an "Overweight" rating and a 12-month price target of $15, citing the defense supplier's proprietary BlackDiamond infrared glass, which completely "circumvents" the need for Germanium amid "significant cost increases and scarcity stemming from recent Chinese export controls." Clarke Jeffries, vice president and senior equity resear...

By Tyler Durden

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China-Driven Germanium Squeeze Impacts Markets

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"BlackDiamonds Are Forever": How To Profit From The China-Driven Germanium Squeeze

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