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
Investment Theme
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. Key points The oil market... 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