Mark Gordon

Strong investor interest has continued in the junior and mid-cap resources stocks through 2017. Despite a relatively flat first half of the year, the second half has seen a 20-30% increase in the relevant ASX indices on the back of steadily improving metals prices, particularly in the base and battery... Show More

Glennon Capital

Technological advances in batteries that allow them to store more energy, in a smaller physical size, are pushing us towards greener alternatives to burning fossil fuels. Batteries are making a comeback and are set to become a more important part of the energy landscape. Tesla is making affordable battery powered... Show More

John Robertson

Orocobre Limited, developing the Olaroz lithium deposit in Argentina, has been classified as a Phase II company and rated ‘3+’ (formerly ‘4’) on the five point PortfolioDirect rating scale where a ‘5’ is the highest rating on the risk adjusted quality scale. Orocobre has forecast a continuing but slowed ramp-up... Show More

John Robertson

Yellow Rock Resources has a globally significant – i.e. large and high grade - vanadium resource in Western Australia. The experience of other late stage Phase I resources companies in a tough capital market suggests it could struggle to get something approaching $200 million with a current market value of... Show More

Nathan Lim

Probably better known for its ceramic particulate filters, NGK Insulator is enjoying strong demand for its filters because vehicle emission standards are tightening globally. Less well known is its NAS battery division that has been shipping utility-scale batteries since 2002. JA Solar is a Chinese solar panel manufacturer with a... Show More