ASX:MIN

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

Wentworth Securities
Wentworth Securities 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

James Gerrish
James Gerrish Market Matters / Shaw and Partners

Today we are going to look at a few Australian stocks who benefit from the boom in battery production following the launch of a specific hedge fund in the US targeting that thematic. Companies with lithium, cobalt, nickel and copper will be on the menu of the estimated $US250m Electric... Show More

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Mineral Resources (MIN) Positive long-term thinking in securing energy (AWE.ASX) and capturing Lithium Carbonate margin

Wentworth Securities
Wentworth Securities Wentworth Securities

The AWE board has unanimously recommended MIN's offer to acquire the company via a scheme of arrangement. The jewel for MIN is the Waitisa gas field in the Northern Perth Basin, which has strategic value given the energy intensity of MIN's current and planned operations (AWE has a 50% interest... Show More

lithium ASX:MIN lithium carbonate Mineral Resources

What Mattered Today: TOX cleaned up

James Gerrish
James Gerrish Market Matters / Shaw and Partners

A positive start to the new trading week although gains were only small relative to the leads from overseas markets on Friday – perhaps traders were focussed on Bitcoin Futures which started trading today and had another massive intra-day range with a low around $15000 and a high of $18,500... Show More

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Wilson Asset Management weekly: Mineral Resources and Boom Logistics

Chris Stott
Chris Stott Wilson Asset Management

The S&P/ASX All Ordinaries Accumulation Index closed up 0.4% for the week. The resources and mining services sectors continue to drive the market higher. Show More

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The strongest thematics in small caps today

Livewire Exclusive

Small caps have put in more than 12-months’ worth of typical performance so far this financial year, and show no signs of stopping. However, the small end is far more diverse than the big end. So to help shortlist the strongest thematics, we asked the experts. Show More

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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
Richard Coppleson Bell Potter

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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The 5 top themes in small caps right now

Chris Prunty
Chris Prunty QVG Capital

It’s not often you get the chance to build a portfolio from scratch. But that’s what the last month has been about at QVG Capital with the launch of our new Opportunities Fund. On 1 September we started with a blank sheet of paper and, just as importantly, without the... Show More

ASX:CCP ASX:MIN ASX:NWH ASX:PTM ASX:LOV

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Mineral Resources delivers again

Livewire Equities

Midcap miner, Mineral Resources, has been on a run in recent months and is spiking again following strong results last week. Livewire contributors highlighted the stock several times ahead of this move. In this wire, we review what they were saying, and see what the results suggest for the path... Show More

ASX:MIN

4 growth stocks the market missed

Livewire Exclusive

It’s no secret that growth is hard to come by in the Australian market, but that doesn’t mean that every opportunity has been found already. Livewire interviewed Katana Asset Management’s Romano Sala Tenna, who outlined four stocks with good growth prospects that the market missed. Show More

ASX:CCP ASX:MIN ASX:PNC ASX:AFG ASX:JHG

Becoming the world’s biggest lithium producer

Livewire Exclusive

The battery mineral thematic has driven strong price gains for companies with quality assets in recent years. In this short video Romano Sala Tenna from Katana AM outlines a midcap set to become the largest producer and exporter of lithium globally, and to post an EPS this year double that... Show More

ASX:MIN

Sunset Strip > Trading Day Wrap From Blue Ocean 20170630

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

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Sunset Strip > Trading Day Wrap From Blue Ocean 20170621

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market ran into a brick wall with weak global sentiment, bond yields and currency. Time to stay on the sidelines and wait for some of the optimism to unravel and pick up the bargains for July recovery. The best performing sectors were Health Care, Utilities and Staples while the... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170613

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market bounced hard as global investors jumped on our banks on the currency bet going into US Fed meeting. The market is worried that US Fiscal delays and patchy economic data to drive a downgrade in US Fed outlook and bring down the USD. AUDUSD likely stay strong on... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170523

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market jumped up on the global optimism before fading into a negative day on the back of terror attack in UK and US budget requests. The best performers were Gold, IT and Retail while Banks, Miners and Telcos were the worst performers. Since the start of Q2, we have... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170517

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

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 20170413

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market fell from the start and stayed down as commodities slide started to weigh on markets. Yen trade continues to hammer the Japanese markets…but the global investor flow out of Japan to Aussie banks are beginning to slow down. It is the last day of trading before we go... Show More

Mineral Resources: Upside opportunities

Foster Stockbroking
Foster Stockbroking Stockbroker

We revisit the upside opportunities available to Mineral Resources, including continued support in iron ore spot prices, incipient Wodgina lithium DSO, and an increased forecast dividend yield. We have rerun our model with upgraded iron ore forecasts, and we now forecast EBITDA of $635M in FY18e. We view the Wodgina... Show More

iron ore lithium ASX:MIN Mineral Resources

Chinese policy brings cobalt into focus

John Deniz
John Deniz 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