Tesla deal shows wall of demand coming at Australian lithium producers

Barry FitzGerald

Tesla’s commitment today to buy lithium which it won’t get for three years, and from a project still subject to feasibility studies, speaks volumes about the demand set to hit WA lithium producers. Plus, Sipa’s cracking JV with Rio Tinto highlights the immense potential of its base metals project. Show More


Hylea - Drilling for cobalt

Mark Gordon

Expect plenty of upcoming news from Hylea Metals, with a 50 hole, 3000m RC programme having recently commenced at the Tigers Creek Co-Ni-Pt-Sc prospect within the broader Hylea Project, which is one of the last laterite occurrences in the Fifield district of New South Wales not yet hosting a JORC-compliant... Show More

The Rules of Investing: Rick Rule’s secrets of success

Livewire Exclusive

This week’s guest on the podcast is Rick Rule, President and CEO of natural resources specialists, Sprott US Holdings. According to Mining Journal, Rick is one of the top five most influential people in mining globally; an honour that he shares with President Xi Jinping and Donald Trump. Show More

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Ten quality stocks for your watchlist

Rob Tucker

It is a useful strategy for investors to have a watchlist, as discussed in our Megatrend framework. We tend to have 40-50 stocks that we will be watching in detail that we feel may be suitable at the right time. So... when is the right time? Show More

Lithium and cobalt oversupply fears overblown

Paragon Funds Management

January saw volatility return to Lithium and Cobalt markets, both correcting on oversupply anxiety. Glencore announced that its Democratic Republic of Congo (DRC) project Kamoto will expand its Cobalt output to 34ktpa by 2019 (~30% of CY19F global demand). This news impacted Cobalt stocks globally on near-term oversupply concerns. Show More

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Chinese aerospace deal could send Clean-TeQ to new heights

Barry FitzGerald

Lithium and cobalt at the Syerston project have underpinned Clean-TeQ’s runaway share price. But Syerston’s lesser-loved scandium may be about to have its day in the sun thanks to a deal with China’s aerospace industry. Plus, Red 5 makes a strong start to life as a WA gold miner. Show More

gold nickel ASX:RED ASX:SAR cobalt ASX:CLQ Friedland Gold Fields

Getting Exposure to Electric Cars (updated)

James Gerrish

The below article was written prior to the recent volatility in the sector thanks to a deal that will likely see an uptick in production levels in the coming years, however the calls are still relevent today. Show More

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Government policy shifts drive EV demand

Paragon Funds Management

Our EV thematic has been discussed in previous articles, most recently in February 2017. Given the major developments in this space during September, we felt it timely to provide another update. Show More

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What can you learn from ripping apart an electric car?

Livewire Equities

UBS recently stripped down a Chevy Bolt, the 'first real mass-segment EV', to answer key questions about the EV segment’s future, and resulting implications across the supply chain, including some notably bullish calls on key raw commodities. Show More


Chinese EV plans lift stocks across the supply chain

Livewire Equities

Reports that the Chinese Government is considering a ban on internal combustion engines, and a move to EVs, has seen moves in companies across the supply chain, from EV manufacturers like Tesla and BYD, to lithium ion battery producers, and down to current and near-term producers of the critical commodities... Show More


5 megatrends we are investing in

Rob Tucker

We have used the megatrends framework as a template for several years, simply as a way of formulating a framework for how we start filtering down the investible universe into stocks that we ultimately focus on. We revisit this every 6-12 months to assess where the opportunities are to find... Show More

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Spin-off starlets Ardea and Todd River unlocking hidden value

Barry FitzGerald

Unlocking the value of hidden assets by spinning them off into a separate and focused ASX listing is proving fertile ground for the junior mining sector. More often than not it has been structural shifts in supply/demand scenarios, and the resultant impact on the pricing of commodities, that has given... Show More


Chinese policy brings cobalt into focus

Paragon Funds Management

Electric Vehicles (EVs) and their mass-market rollout plans continue unabated, with nearly all the major auto manufacturers either ramping up, building or expediting plans for large scale EV roll out. Fourteen megafactories are being built globally, with more planned by Tesla, VW and others across the globe. The global EV... Show More

Cobalt's time to shine: Clean Teq

Robert Frost

Clean Teq Holdings owns a world-class, shallow, high-grade scandium/nickel/cobalt deposit at Syerston in outback NSW. The core elements within this deposit are critical ‘future economy’ minerals including: Show More

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Venturex’s zinc project comes up trumps

Barry FitzGerald

John Nitschke, the well-credentialed chief executive of the lightly capitalised Venturex Resources (ASX:VXR), has been out and about telling the market that the group has the right metals from the right project at the right time. Show More

junior resources ASX:NST ASX:KIN asx:vxr ASX:PGM ASX:CLQ