ELECTRIC VEHICLES

Alex Cowie

ARK Invest has just published a great podcast with the one and only Elon Musk. Interviewed by Cathie Wood and Tasha Keeney, Elon set the scene by agreeing with their aggressive projections for EV sales to increase 20-fold in the next 5 years, which would represent about a third of... Show More

Mark Gordon

After receiving a key guarantee from the Tanzanian Government for a 10 year extension to the Mining Licence for its 100% owned fully permitted Epanko Graphite Project in Tanzania, Kibaran is now looking to finalise funding to set the development process in motion. Show More

Marcus Tuck

When looking for growth opportunities in the equity market, a common approach is to look for sectoral growth themes expected to provide a tailwind to revenues for years to come. However, in many instances, the “new age” sectors with the brightest growth narratives are populated by companies that are not... Show More

Barry FitzGerald

The Wall Street bank tipped cold water on lithium stocks with its bearish outlook for the metal. But lithium giant Albemarle has hit back, saying the EV take-up rate, and therefore lithium demand, will be much greater than MS claims. Plus, Liontown ready to roar with lithium assays due shortly.... Show More

Paragon Funds Management

January saw volatility return to Lithium and Cobalt markets, both correcting on oversupply anxiety. Glencore announced that its Democratic Republic of Congo (DRC) project Kamoto will expand its Cobalt output to 34ktpa by 2019 (~30% of CY19F global demand). This news impacted Cobalt stocks globally on near-term oversupply concerns. Show More

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