ELECTRIC VEHICLES

A good year ahead for resources

Tim Hannon
Tim Hannon Newgate Capital Partners

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

See 1 more comment

Lithium and cobalt oversupply fears overblown

John Deniz
John Deniz 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

Join the conversation

A Strong Theme in the Early Stages

Romano Sala Tenna
Romano Sala Tenna Katana Asset Management

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

lithium EV cobalt ELECTRIC VEHICLES

See 8 more comments

Highlands tipped to ride high on back of cobalt boom

Barry FitzGerald
Barry FitzGerald Independent Journalist

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

Meteoric rise for Meteoric as it pushes into Canada

Barry FitzGerald
Barry FitzGerald Independent Journalist

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

gold glencore cobalt ELECTRIC VEHICLES Tolga Kumova ASX:MEI

A rare mispricing in a highly profitable stock

Tim Hannon
Tim Hannon Newgate Capital Partners

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

rare earths ASX:LYC ELECTRIC VEHICLES

Join the conversation

Government policy shifts drive EV demand

John Deniz
John Deniz Paragon Funds Management

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

Join the conversation

Black Rock shakes off Tanzania’s asset grab with forecasts of strong returns from graphite project

Barry FitzGerald
Barry FitzGerald Independent Journalist

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

copper graphite tanzania ASX:SFR ASX:SYR ASX:BKT ELECTRIC VEHICLES ASX:NZC

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

Barry FitzGerald
Barry FitzGerald Independent Journalist

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

gold copper rare earths ASX:ALK ASX:LYC ASX:NCM ELECTRIC VEHICLES ASX:SVY

Ideas for an electrified future

Livewire Exclusive

Technological, environmental, and political changes could result in the commodities sector changing significantly in the coming decades. Following our recent discussion of the major commodities and mega-cap miners, we asked our contributors to look into the future and tell us about the commodities that will matter most. Show More

Resource Sector Momentum Building

Gavin Wendt
Gavin Wendt MineLife

Commodity prices have defied pessimism and rallied solidly over recent months on the back of improved Chinese economic prospects, stability on the European political front, some degree of acclimatisation to Trump-related government volatility in the USA - and a weaker US dollar. Show More

Will electric vehicles ‘save’ energy network companies from the death spiral?

Alison George
Alison George Regnan

Don’t let some of the commentary from the Energy Markets 2016 conference fool you; the ‘death spiral’ remains a key risk to energy network companies. With the cost of solar with battery storage rapidly decreasing, opting out of the grid has never been more attractive. Show More

Electric Vehicles poised for their 'Model T' moment

Livewire News
Livewire News Livewire

This infographic makes the case that 'charging stations will be to Tesla what roads were to Ford: the means by which they can reach lofty new heights of market dominance. Infrastructure development may be the “push” that electric vehicles need to get them over the early adoption barrier and into... Show More

ELECTRIC VEHICLES

Chinese policy brings cobalt into focus

John Deniz
John Deniz Paragon Funds Management

Electric Vehicles (EVs) and their mass-market rollout plans continue unabated, with nearly all the major auto manufacturers either ramping up, building or expediting plans for large scale EV roll out. Fourteen megafactories are being built globally, with more planned by Tesla, VW and others across the globe. The global EV... Show More

Cobalt continues to move up strongly

Matthew Langsford
Matthew Langsford Terra Capital

Like we did last year with lithium and Aussie-domiciled gold producers, we have selected those companies that represent the best risk-adjusted exposures to cobalt, allowing the fund to deliver returns not correlated to resource indices. This process meant that part of the Terra team travel to a number of cobalt... Show More