battery minerals

ASX lithium stocks have bounced even as the lithium price has sunk to new cycle-lows. What’s in store for both? Technicals and fundamentals.

ASX lithium stocks are about to enter their third year of general decline. Most of the major lithium names are down in order of magnitude 70-90% from the highs set in...

Lithium companies continue to maintain or increase production levels even as lithium minerals prices plummet. How long can they continue?

Before this week’s plunge, equities reflected long-term lithium price forecasts, which are far below spot prices, making predictions of crash in short-term prices...

When ‘growth’ stocks go out of favour and stop attracting a premium, there’s often a large valuation gap that must be crossed before they begin to look attractive as...

Two years ago battery minerals, and in particular, lithium, were all the rage. Orocobre and Galaxy Resources were up ~5x and ~37x respectively in a few years, and it...

Mergers and acquisitions activity has picked up in the last 12 months, as sentiment has finally allowed more deals. Luke Cummings, CIO at Harvest Lane Asset...