ASX:PLS

Lithium buying opportunities in market spooked by SQM-CORFO deal

Foster Stockbroking
Foster Stockbroking Stockbroker

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

ASX:MIN ASX:PLS ASX:KDR ASX:PLL

Join the conversation

Getting Exposure to Electric Cars (updated)

James Gerrish
James Gerrish Market Matters / Shaw and Partners

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

Join the conversation

The ten most tipped stocks for 2018

Alex Cowie
Alex Cowie Livewire Markets

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

See 4 more comments

Spumante makes way for Bollinger as resources sector celebrates bumper 2017

Barry FitzGerald
Barry FitzGerald Independent Journalist

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

gold copper ASX:NST ASX:SBM ASX:SYR ASX:DRG ASX:PLS asx:dcn ASX:OKU ASX:KDR

Spitfire - Transformational gold strategy

Mark Gordon
Mark Gordon Independent Investment Research

With the planned merger with Aphrodite Minerals (due to be completed in early January, and with the Scheme Booklet now available), Spitfire is continuing the transformational strategy of becoming a significant Australian gold developer. Work by the Company, headed by the Pilbara team of John Young and Neil Biddle, has... Show More

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

ASX:GXY ASX:MIN ASX:ORE ASX:PLS

Join the conversation

Lepidico lures investors into a new galaxy where lithium is free

Barry FitzGerald
Barry FitzGerald Independent Journalist

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

gold lithium ASX:GXY ASX:PLS asx:ajm ASX:EAR ASX:LPD

Pilbara charging up to become a battery-powered cash machine

Barry FitzGerald
Barry FitzGerald Independent Journalist

With first production now just seven months away, there remains a huge disconnect between the emerging lithium producer’s market cap and its impending cashflow – but how long can it last? Plus, Rumble Resources joins the red-hot zinc sector Show More

zinc lithium ASX:IGO ASX:PLS batteries Pilgangoora ASX:RTR

Join the conversation

CEO Insights from Ian Narev, John Borghetti and Nick Scali

NAOS Asset Management
NAOS Asset Management Listed Investment Companies (LICs) ASX: NCC, ASX: NAC, ASX: NSC

“It’s in their [The Telco’s] interest to just flick people to the low speed plans as the lower access charge makes a higher margin for them” Nicholas Demos, CEO, MyRepublic. Below are quotes from the week which in our view detail some of the most important and prominent industry trends... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170731

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market bounced back after Friday’s bashing. Started positive before investors took profit in the last few hours. European markets were negative while US and Asian markets were directionless. China data was stable without being special while local housing data was weak and private credit data was solid. July count... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170707

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

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
Mathan Somasundaram Blue Ocean Equities

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

Join the conversation

Sunset Strip > Trading Day Wrap From Blue Ocean 20170620

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market finished negative with Asian markets as the bank ratings downgrade hit home despite positive US markets. The best performing sectors were Retail, Information Technology and Materials while the worst performers were Gold, Property Trusts and Energy. AUDUSD fell below 76 cents on bank downgrade but weaker USD has... Show More

Kairos Minerals – Drilling for Gold

Mark Gordon
Mark Gordon Independent Investment Research

Kairos Minerals has recently commenced a 6,500m aircore drilling programme at its Roe Hills Gold/Nickel Project, following up on very promising results from an initial reconnaissance programme that intersected broad zones of near surface gold mineralisation. Roe Hills is located over the under-explored southern portion of the Kurnalpi Greenstone Terrane... 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 20170522

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

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
Barry FitzGerald Independent Journalist

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
Mathan Somasundaram Blue Ocean Equities

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
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 20170516

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market finished positive after a volatile day with positive global overnight sentiment with Oil bounce. The best performers were Industrials, Metals & Miners and Retail while Banks, Gold and Utilities were the worst performers. NAB and MQG traded ex div today….WBC goes ex div on Thursday. Oil... Show More