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

Mark Gordon

One of the key issues facing solar and wind power is how to effectively utilise them when the sun isn’t shining and the wind isn’t blowing. The answer is in batteries, and in the case of domestic applications we have the recently released Tesla Powerwall amongst others. However for larger... 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

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

Mathan Somasundaram

Aussie market started the new month with a ‘rate cut” hope driven positive day despite negative US lead. The market was reacting like someone in the know was warming the market for the rise despite no real data or commentary to back it. If the argument is the falling commodity... Show More