ASX:GXY

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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What Mattered Today

James Gerrish

The tune has yet to change with the pattern of investors happy to bid up stocks fairly strongly in early trade, finally breaking the 6000 level, before some selling eventuated after North Korea announced its nuclear program is now complete and that its intercontinental ballistic missile could now reach the... Show More

ASX:GXY ASX:SEK ASX:S32

11 very different growth opportunities

Livewire Exclusive

Greencape is able to invest right across the market, and we had the chance to ask Jonathan Koh where the fund was seeing the best medium-term growth opportunities on the ASX today. In this short exclusive, Jonathan provides a brief overview on 11 stocks straddling all sectors and sizes. Show More

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Coppo: Lithium could do what iron ore did 10 years ago

Richard Coppleson

Some see this as a bubble & that may be correct – but not for a few more years. Lithium-ion batteries are “fundamentally changing the world” but a balancing of supply and demand will eventually expose some players. Show More

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Lepidico lures investors into a new galaxy where lithium is free

Barry FitzGerald

A world where lithium is produced for free sounds too good to be true. But lithium producer Galaxy doesn’t think so. It has just taken a 12% stake in lithium technology developer Lepidico. Is this a marriage made in Heaven? Plus, our predictions of Echo’s re-rating are now reverberating. Show More

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Iggy seeks to repeat his lithium trail-blazing, this time in high-purity alumina

Barry FitzGerald

Iggy Tan was ahead of the lithium game at Galaxy – perhaps too far ahead – and now he’s back to play the same game with high-purity alumina at Altech. Plus, Great Boulder set to drill numerous large copper-nickel conductors, Breaker ticks the metallurgy box and Anglo Australian thinks big... Show More

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15 wires that captured your attention

Alex Cowie

Livewire strives to give readers unparalleled access to expert investment ideas so that they can be more informed and achieve better investment outcomes. Here is a distillation of 15 such wires that really captured your attention this quarter. Show More

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

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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

ASX:GXY ASX:CLQ

Ideas for an electrified future

Livewire Exclusive

Technological, environmental, and political changes could result in the commodities sector changing significantly in the coming decades. Following our recent discussion of the major commodities and mega-cap miners, we asked our contributors to look into the future and tell us about the commodities that will matter most. Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170707

Mathan Somasundaram

Local market ran into a global selloff with investors worried about bond market worries. Apart from the miners, every other sector saw pain after similar selloff in the US market overnight. NASDAQ showing more weakness…already below 50 day MA and heading towards 100 day MA…last time it broke 50 day... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170706

Mathan Somasundaram

Local market was aimless and flip flopped with US futures all day to finish mainly flat. Currency, Commodity and global sentiment remains weak. The historical trend suggests were likely to remain in this up and down trading days till the last week of July. The best performing sectors were IT,... Show More

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Top Stock Picks for FY18

Bell Potter

In this report, our analyst team share their top stock picks for FY18, and also provide their sector outlook. On Financials, TS Lim reports that "There is something for everyone in Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170522

Mathan Somasundaram

Local market jumped up on the global optimism and then faded slightly through the day. The best performers were Energy, Metals & Mining and Gold while Health Care, Staples and Retail were the worst performers. Since the start of Q2, we have had every trading Monday as a positive day... Show More

Glencore backs the EV revolution

Barry FitzGerald

Glencore’s CEO focused squarely on copper, cobalt, lithium and nickel at a recent Bank of America Merrill Lynch presentation; Citigroup publishes a report backing the same thematic and local players Galaxy and Pilbara; and new study gets gold junior Egan St a valuation twice its current price. Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170518

Mathan Somasundaram

Local market was smacked on US political woes leading to US fiscal reform delays. Market on stretched valuation was relying on optimism…now it ran into reality of the political risk. There should be no real surprises here…stretched market on too much optimism with very low level of risk priced in…reality... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170517

Mathan Somasundaram

Local market started weak and then sentiment nosedived as more details of the White House debacles filtered through the media and drove US futures lower. The big risk with US politics at this point is…anything could happen. Market hates uncertainty…and volatility indices are at historical lows…something should give and the... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170509

Mathan Somasundaram

Local market fell on the open on weaker commodities before recovering and then running into bank tax rumours taking it down again. Commodities remain weak…China hasn’t turned the corner…value has returned to the sector but the momentum remains weak. Banks have moved from reporting to ex div period…not... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170406

Mathan Somasundaram

Local market fell on global sentiment and then made a slight recovery to close negative…that makes three negative days out of the last five…steam coming off the market as optimism fades. Gold, Health Care and Utilities were the best performers while Telcos, Banks and Energy were the worst performers. Solid... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170405

Mathan Somasundaram

Local market jumped higher at the open on better commodities before weak AUDUSD weighed on the banks to pull it negative…but the US futures turning positive in the afternoon dragged our banks and the market back to positive territory. Miners and Energy were the best performers while Telcos and Staples... Show More