ASX:LYC

Turning investment logic on its head

Livewire Exclusive

With the ‘whites in the eyes’ of inflation clearly visible, investment logic could be “turned on its head”. Kate Howitt, Portfolio Manager at Fidelity International, says it’s important not be underweight commodities stocks, as their “prices could really run ahead” in an inflationary environment. Show More

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CommSec Stock Watch: Reporting Season preview

CommSec

CommSec Advisory’s Justin Wynne speaks with Tom Piotrowski about the upcoming February reporting season, including the factors to focus on in the results of the banks & miners. Show More

Fund managers, Readers and Sharesight users: Whose 2017 picks are leading?

Alex Cowie

At the end of 2016 we surveyed contributors and readers for their top stock pick for this year. Our friends at Sharesight polled their users too, and have just updated us on which of these three groups is in the lead… Show More

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A rare mispricing in a highly profitable stock

Tim Hannon

We recently undertook a review of a company called Lynas Corporation (LYC). LYC is a miner and processor of rare earths. Rare earths are a critical component within electric vehicles. The growth in the electric vehicle industry will support demand growth for rare earths over the coming decade. We expect... Show More

rare earths ASX:LYC ELECTRIC VEHICLES

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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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See what The CEO's thought of Technology, Commodities and Retail this week

NAOS Asset Management

"Technology is the greatest wealth and productivity multiplier there is” Matt Barrie, CEO, Freelancer.com 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

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Stavely set to drill elephant gold-copper porphyry target in Victoria

Barry FitzGerald

Stavely Minerals is preparing for a potentially game-changing drilling program in Victoria, where it will test what it thinks could be a high-grade gold-copper porphyry. And these things can be big, as shown by Newcrest’s Cadia deposit. Plus, Alkane’s gold and rare earths combination proves a magnetic attraction for investors. Show More

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Lynas: Strong commodity prices enabling robust cash flows

Foster Stockbroking

Given the recent strong underlying neodymium-praseodymium price, we revisit the opportunities for further upside for Lynas in our sensitivity analysis. Lynas has performed well recently but still further significant upside if neodymium praseodymium (NdPr) prices persist at spot. Show More

rare earth elements ASX:LYC

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

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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Lynas leveraged to the rare earths recovery

Foster Stockbroking

Lynas is an integrated rare earth mining and processing operation with a rare earth mine in Mt Weld, WA, and a processing plant in Malaysia. It has diligently undergone significant technical improvements, and is now running reliable neodymium praseodymium (NdPr) oxide production of 5,200ktpa, prices of which have recovered sharply.... Show More

ASX:LYC

Sunset Strip afternoon trading wrap

Mathan Somasundaram

Local market had a slide after flip flopping early in the day. Commodities bounce helped the miners after US Fed, ECB and BOE moved dovish. UK recovery in wages growth and historically low unemployment helps support the economy despite the high inflation and low currency. Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170811

Mathan Somasundaram

Local market was smacked down from the open on geopolitical risk…even the slight recovery after the morning fall withered away in the afternoon. DOW down over 200 and NASDAQ was snapped 2%. Safe haven investing was in play as bonds and gold bounced while equities were on the chopping block.... 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

Sunset Strip > Trading Day Wrap From Blue Ocean 20170807

Mathan Somasundaram

Local market bounced back after 3 consecutive negative days on the back of solid US non farm payrolls and better commodities. The last time market had 4 consecutive negative days was in early May…and our market has been going sideways since then. Local market and currency got a slight boost... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170803

Mathan Somasundaram

Local market ran out of puff again on weaker commodities and directionless global markets. Local trade balance was another miss and the currency took a step back. The best performing sectors were Utilities, IT and Industrials while the worst performers were Miners, Telecom Services and Energy. On the sector/stock front….(1)... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170802

Mathan Somasundaram

Local market was smacked down on weaker commodities and then flip-flopped at the bottom despite solid bounce in building approval. US ADP employment data will be key tonight for sentiment while US Fed jawboning will be on full flight. RIO result out after market shows slight miss with upgraded buy... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170728

Mathan Somasundaram

Local market ran into a surprise smashing with every sector in the red. US market risk with VIX jumping 20% intraday and Tech selloff spooked the market…while Japanese inflation proved that the low inflation outlook is a global problem. July count sits at 10 up days and 10 down days…in... Show More