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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

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What Mattered Today; Banks under the pump

James Gerrish

Financial stocks were the cause of pretty much all of the pain on the ASX today with the banking enquiry focussing on CBA – some extraordinary headlines making their way into the press which was also the case yesterday when NAB was in the hot seat – the BIG 4... Show More

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Lithium giant Albemarle contradicts Morgan Stanley on electric vehicle growth

Barry FitzGerald

The Wall Street bank tipped cold water on lithium stocks with its bearish outlook for the metal. But lithium giant Albemarle has hit back, saying the EV take-up rate, and therefore lithium demand, will be much greater than MS claims. Plus, Liontown ready to roar with lithium assays due shortly.... Show More

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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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What Mattered Today; A few of our stocks fly

James Gerrish

A positive start to a very busy week for markets with the Telco’s leading the charge higher today. CBA in focus with the announcement of a new CEO, an internal candidate and the stock ticked up as a result while Iluka (ILU) delivered a strong set of production numbers ahead... Show More

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Lithium buying opportunities in market spooked by SQM-CORFO deal

Foster Stockbroking

The recent price pullback of up to 20% across lithium names creates a buying opportunity and we reiterate recommendations below for hard rock lithium exposed companies under coverage. Show More

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SQM's deal with Chile's Corfo could shift LT Li Supply - Bad day for listed Li Companies

Wentworth Securities

Lithium (Li) Companies have had an incredible 6-9mths, most 2x or 3x higher. So you could be forgiven to think they were ripe for some news to temper the run. The news that has seen weakness across the board is that Chilean Corfo (Govt) said it had struck a deal... Show More

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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The ten most tipped stocks for 2018

Alex Cowie

When we asked you to suggest a stock tip in our 2018 Livewire reader survey, there were a few names that came up regularly. Drawing from the database of 2617 responses, here are the 10 stocks that readers tipped the most, with exclusive insights from our contributors for each one.... Show More

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Announcing the winners of Livewire readers’ 2017 stock picks

Alex Cowie

It is time to call a winner on the Livewire 2017 outlook series stock calls. To recap, this time last year, we asked readers to participate in our survey, the final part of which was a stock pick. There were over 630 submissions, with more than 230 different stocks named.... Show More

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Spumante makes way for Bollinger as resources sector celebrates bumper 2017

Barry FitzGerald

Like all good years, 2017 will go down as the year when much-tipped bad things didn’t happen. Iron ore prices didn’t collapse and gold prices held up despite US rate rises. At the same time, commodity prices rose across the board, with battery materials leading the way. Show More

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Livewire Christmas Cracker #5... Aitken: Kidman to double again

Livewire Exclusive

In our new 'Christmas Cracker' series, each morning through to Christmas we will bring you a top insight from one of our contributors. These will be diverse and could be a macro call, sector view, stock idea, or even some useful tech. Today's insight is from Charlie Aitken, CIO and... 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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Livewire readers' best performing stock ideas: The final quarter

Alex Cowie

At the start of each year, we poll our readers for their best stock idea as part of our Outlook Survey. With just one quarter to go, it’s time to check in to see which calls are leading, and hear what our contributors are saying about them. Show More

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Sunset Strip > Trading Day Wrap From Blue Ocean 20170828

Mathan Somasundaram

Local market fell on the open and then traded sideways with weak global sentiment. The commodities remain strong on the back of China optimism…Shanghai index delivered another new high since 2015. Iron Ore continues to baffle analyst by moving higher while the Texas natural disaster playing into Oil optimism. Jackson... Show More

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4 fresh smallcap ideas

Livewire Equities

With reporting season dominating in recent weeks, here are four small cap ideas you may have missed. They include two small medtech stocks from Simon Shields and Harley Grosser, and two junior resources plays from Paragon and Foster Stockbroking. Click below for four fresh ideas. Show More

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Sunset Strip > Trading Day Wrap From Blue Ocean 20170824

Mathan Somasundaram

Local market recovered from early losses to finish a slightly negative day on continued commodity optimism. Local market continues to be struck in the narrow trading range since May. The manufacturing PMI an new home sales in the US were negative while services PMI positive. US president threatened to shut... Show More

Global Lithium leader SQM to buy into Kidman's Mt Holland project

Paragon Funds Management

SQM (NYSE; US$10.4b market cap) last month announced its intention to buy-in to Kidman’s world-class Mt Holland (MH) project. SQM has confirmed it will develop MH as an integrated spodumene-refinery project, developing both the upstream mine and concentrator operation (essentially fully funded by SQM) and with a local downstream refinery. Show More

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Sunset Strip > Trading Day Wrap From Blue Ocean 20170810

Mathan Somasundaram

Local market fell back into negative territory in the afternoon as global investor support for the banks ran out. The local market has gone nowhere in the last 2 months…23 up days and 22 down days. RIO going ex div weighed on the materials sector. Property sector giants in SCG... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170808

Mathan Somasundaram

Local market fell back into negative territory despite better commodity prices overnight. The local market has gone nowhere in the last 2 months…24 up days and 21 down days. US credit growth was weak and US credit card debt moved above pre GFC highs…patchy US consumer outlook gets another tick.... Show More