ELECTRIC VEHICLES

4 sectoral growth themes to consider

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

Lithium giant Albemarle contradicts Morgan Stanley on electric vehicle growth

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

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

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Lithium and cobalt oversupply fears overblown

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

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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

Stavely set to drill elephant gold-copper porphyry target in Victoria

Barry FitzGerald

Stavely Minerals is preparing for a potentially game-changing drilling program in Victoria, where it will test what it thinks could be a high-grade gold-copper porphyry. And these things can be big, as shown by Newcrest’s Cadia deposit. Plus, Alkane’s gold and rare earths combination proves a magnetic attraction for investors. Show More