ASX:SYR

Stuffed to the gunnels with stock, Tolga and the boys await news from the Alderan front

Barry FitzGerald

Early Syrah backer Tolga Kumova has filled his boots with shares in $66m Alderan and is now excitedly – or nervously – waiting for results from drilling at its Frisco copper project in Utah. Plus, Rio’s deal with Alloy is more evidence the multi-national has landed a big copper find... Show More

ASX:FMG ASX:NCM ASX:RIO ASX:SYR ASX:SRI ASX:AL8 ASX:RDM ASX:AZY ASX:AYR

5 potential short-squeezes going into the end of financial year

James Gerrish

Coming into the end of the financial year, it's time to look for stocks heavily shorted by traders and hedge funds. Hedge funds often like to lock in profits before the EOFY creates “pops” in the respective companies, and / or simply “clean up” their positions. Show More

ASX:DMP ASX:JBH ASX:SYR ASX:APO ASX:VOC

Join the conversation

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

ASX:LYC ASX:NCM ASX:SYR ASX:EVN

5 resource sector takeover targets

James Gerrish

This time last year we wrote a piece on Livewire calling a short-term top for resources, targeting a correction of around 10% before we became buyers once again, which you can see here. As it turned out, resources did retreat by a little over 10% affording us an attractive buying... Show More

ASX:AWC ASX:IGO ASX:ORE ASX:OZL ASX:SYR this time last year

Aeon’s Queensland copper-cobalt deposit could become too much for majors to resist

Barry FitzGerald

The imminent drilling program to expand Aeon’s Walford Creek copper-nickel resource will be keenly watched by growth-hungry mid-tiers. Plus, David Flanagan’s Battery Minerals secures its mining licence, putting it on track for graphite production at its first project this year, while studies on its second operation are returning strong results. Show More

copper nickel graphite ASX:BHP ASX:OZL ASX:SYR cobalt ASX:AML ASX: BAT

Emerging winners from the electric vehicle megatrend

Julian Babarczy

While there are no Electric Vehicle (EV) manufacturers listed on the Australian Stock Exchange, Australia has a number of companies that participate in the most exciting part of the supply chain where I believe the bulk of value will likely accrue through the cycle. Show More

See 4 more comments

What Mattered Today; Sellers dominate

James Gerrish

More of the same today only on a bigger scale with early optimism met with some decent selling later in the session after the market traded to a 10 year high of 6150 on the ASX 200 during morning trade. As we cautioned yesterday a market that is trading in... Show More

ASX:MFG ASX:OZL ASX:PTM ASX:SYR

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

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

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

Black Rock shakes off Tanzania’s asset grab with forecasts of strong returns from graphite project

Barry FitzGerald

Shares in graphite hopeful Black Rock were smashed following Tanzania’s asset grab. But a PFS finds its project will still deliver strong returns thanks to low costs. Plus, Nzuri Copper gets hot and sweaty in the Congo as it prepares to release a feasibility study on its high-grade copper-cobalt project.... Show More

copper graphite tanzania ASX:SFR ASX:SYR ASX:BKT ELECTRIC VEHICLES ASX:NZC

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

ASX:GXY ASX:LYC ASX:SYR ASX:CLQ

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 20170731

Mathan Somasundaram

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

5 stocks that could double cash flow in 5 years

Rob Tucker

­­­Whilst we use a megatrend framework to identify a narrow subset of stocks that we then spend more time understanding, we ultimately invest capital on a stock by stock, bottom up basis. We focus heavily on cash flow growth as a key metric of how we look to invest money.... Show More

ASX:CSL ASX:SYR asx:sda ASX:SM1

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

Join the conversation

Former Syrah chief turns his hand to Slovakian cobalt

Barry FitzGerald

The former chief of graphite behemoth Syrah, Tolga Kumova, has found himself a new way of gaining exposure to the lithium battery revolution, this time in the form of an ASX-listed Slovakian cobalt project. Plus, closer to home, Image Resources is preparing to cash-in on rising mineral sands prices. Show More

mineral sands graphite lithium ASX:ILU ASX:SYR cobalt ASX:IMA ASX:EUC

Sunset Strip > Trading Day Wrap From Blue Ocean 20170601

Mathan Somasundaram

Local market flip-flopped to finish as a positive day despite weaker China data. Tax loss selling in June will add to the seasonal weakness while better than expected retail data was mixed with weaker than expected China data. Market was buying into safety and weak currency stocks today. The best... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170512

Mathan Somasundaram

Local market fell from the start with weak sentiment before making a slight recovery in the back end of the day. US retail data and US CPI data will set the tone for next week…BOE was playing safe while data continues to improve in EU…China is spruiking the “Silk Road”... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170511

Mathan Somasundaram

Local market jumped up on strong oil price and then ran out of puff as stretched valuation and weak commodities weighed on weak sentiment. The best performers were Health Care, Staples and Gold while Telcos, Utilities and Discretionary Retail were the worst. Budget confirmed that the only option is infrastructure... Show More