Despite its recent run, the nickel price remains some way from the “excitement levels” of yesteryear. But as this week’s BHP-Mincor deal shows, there is a buzz about what could be around the corner, with inventories falling and demand forecast to soar thanks to nickel’s key role in lithium batteries.... Show More
After falling sharply over the past six months, there is fresh hope that lithium prices could be set for a comeback as demand from the EV market surges. Albermarle, for one, believes demand will more than triple over the next six years. Plus, lithium junior Galan soars ahead of results.... Show More
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
Liontown Resources, which is capped at just $27m, is about to outline why its Kathleen Valley project could be a substantial lithium operation. Based on numbers it has published and those of similar, more advanced projects, observers say it could be a game-changer. Plus, beaten-up Coronado looking like a bargain. Show More
The silver lining of the weak commodity prices between 2011 and 2016 was that many companies within the natural resources sector were forced to become much more disciplined in their operations and expenditure. This shift ultimately left companies in far better shape to capitalise on opportunities, while ensuring more stability... Show More
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
With a 38% increase, energy was the best performing sector on the ASX last financial year. In this short video, Stephane Andre, Principal at Alphinity Investment Management, outlines the fundamentals behind the strong oil price, and which two energy companies his fund continues to hold. Show More
Although the first electric car was invented in 1837, it took the affordability and availability of Henry Ford’s Model T in the early 20th century to end the reign of the horse. More than 78 million automotive vehicles are sold globally each year, with electric vehicles accounting for 0.8 per... Show More
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
There is approximately $20 billion of market capitalisation on the ASX with exposure to the demands of the Chinese consumer. John Lake from Paradice Investment Management has recently returned from a tour of China where he saw first-hand some of the changes and trends that are taking place. One observation... Show More
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
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
We have argued the case for an exposure to the resources sector for over 12 months. Despite the excellent performance of the sector over this period, we continue to remain confident as our multi-pronged investment case remains intact. Show More
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
As a professional investor, it may surprise some to hear that when it comes to investing, most of the time I lack clarity. Genuine, unequivocal, definitive clarity. Show More
As a partner in the substantial Ramu nickel-cobalt mine, Highlands Pacific has lots of what the lithium battery makers want. It also has a market cap of just $80m, which is why the stock is now attracting buy recommendations. Plus, will Perseus’ forecast production increases revive its share price? Show More
With the combination of midas-man Tolga Kumova on board, a strong cobalt flavour, polymetallic promise and strong impending newsflow, it seems Meteoric’s day may be about to dawn. And speaking of cobalt, Macquarie says the price outlook is superb, albeit a bit bumpy, for years to come thanks to electric... Show More
We recently undertook a review of a company called Lynas Corporation (LYC). LYC is a miner and processor of rare earths. Rare earths are a critical component within electric vehicles. The growth in the electric vehicle industry will support demand growth for rare earths over the coming decade. We expect... Show More
Our EV thematic has been discussed in previous articles, most recently in February 2017. Given the major developments in this space during September, we felt it timely to provide another update. Show More
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