ELECTRIC VEHICLES

Latest news and analysis on ELECTRIC VEHICLES

Equities

FSD potential keeps Tesla our largest investment

Our valuation calculator (available on our website) shows that the most crucial variable for Tesla investors is Full Self Driving.
Jai Mirchandani
ELM Responsible Investments
Equities

Gold selloff gives more time for eagerly-awaited consolidation

Predators eyeing likes of Gascoyne, Bellevue could win from dip. DevEx's uranium leverage and new battery for Quebec lithium explorers.
BGL
BOE
+5
Barry FitzGerald
Independent Journalist
Equities

Boss is clear Diggers winner as MD predicts uranium price will ‘overshoot on supply deficit’

With first uranium production pending, Boss says tide has turned for nuclear fuel. Pioneer Lithium IPO boasts key location and Meteoric.
AKE
BOE
+5
Barry FitzGerald
Independent Journalist
Equities

Chalice, De Grey, Centaurus ready for re-rate as they wave ‘orphan’ phase goodbye

Trio of former juniors set for pivotal development studies. Plus, IPO James Bay Minerals swamped as Canadian lithium sector runs hot.
CHN
DEG
+2
Barry FitzGerald
Independent Journalist
Equities

Patriot’s imminent lithium resource could see the shorts taken down

And fellow lithium explorer Cygnus is also set to join the resource party. Plus, Gascoyne Gold’s valuation seems to leave much upside.
+8
Barry FitzGerald
Independent Journalist
Equities

Forget today’s softness - all things EVs and ESG mean natural graphite’s future is rosy

From explorers (Kingsland) to developers (Evion) and producers (Syrah), the natural graphite sector is set to recover.
BHP
EVG
+5
Barry FitzGerald
Independent Journalist
Equities

The big boys are front-running rate cuts, which is great news for gold

Leverage exposure to the rate cycle can be found in Red 5, Bellevue and Rox. And Battery Age maturing nicely ahead of lithium assays.
BGL
+8
Barry FitzGerald
Independent Journalist
Equities

Azure’s Pilbara lithium find making money Andover fist

Plus, gold assays imminent for Sunstone and Osisko gets a lick of Hot Chili.
BHP
HCH
+3
Barry FitzGerald
Independent Journalist
Commodities

Centaurus free to deal its hotly-demanded nickel sulphides after breaking offtake shackles

Plus, Lake’s problems should force re-think of lithium supply forecasts, Battery Age starts drilling and DevEx set for uranium drilling.
BHP
+2
Barry FitzGerald
Independent Journalist
Commodities

A turnaround for graphite is brewing: Which ASX miners should you be watching?

Graphite prices have more or less gone nowhere for the past decade. But here's why a breakout is brewing for the unloved battery metal.
EGR
+5
Kerry Sun
Livewire Markets
Equities

China’s bid to scare off rare earths hopefuls unlikely to frighten Meteoric’s monster

And sold-off Centaurus, which has lots of nickel for lithium batteries, prepares for offtake talks which could reignite its share price.
BHP
+1
Barry FitzGerald
Independent Journalist
Equities

Takeover fever grips lithium stocks as price predictions turn bullish

Investors at this week’s Resources Rising Stars conference flocked to lithium stocks and Triangle Energy ahead of drilling in Perth Basin.
BHP
+4
Barry FitzGerald
Independent Journalist
Equities

Are we really ready for the EV transition?

After a recent experience in New Zealand, I'm not so sure...
MCY
+4
Nick Guidera
Eley Griffiths Group
Equities

Goyder to share his secrets to success in junior company land with Resources Risings Stars faithful

Also at RRS, Liontown stablemate Minerals 260 will outline its lithium hunt, as will Delta, while several gold stocks will unveil assays.
AKE
CHN
+9
Barry FitzGerald
Independent Journalist
Equities

Lynas’ Lacaze gives pivotal thumbs up to ionic clay-hosted rare earths

Industry leader reveals strong interest in these deposits, in a boost for juniors like Meteoric, AR3 and IXR. And Astro drills for lithium.
+2
Barry FitzGerald
Independent Journalist
Investment Theme

You only get one Tesla: Taking a punt on Rare Earths and the mighty Dreadnought Resources

The Tesla Investor Day announcement of rare earth free motors put the Panic Pigeons in control of the local bourse rare earth herd of cats.
Kingsley Jones
Jevons Global
Commodities

Investing in graphite: A comprehensive guide for ASX investors

A deep dive into graphite markets as well as key ASX-listed graphite companies to watch.
+8
Kerry Sun
Livewire Markets
Equities

Coda positions Elizabeth Creek for widely anticipated 2025 copper bull run

Study reveals huge leverage for $30m junior with 20% jump in copper price boosting NPV to $1b. Plus, gold equities and the battle for Mincor
BGL
BHP
+7
Barry FitzGerald
Independent Journalist
Investment Theme

Where are the lithium bulls now?

The commodity price has dipped 40% since last November but Argonaut's David Franklyn isn't dumping ASX lithium stocks just yet.
AKE
+1
Glenn Freeman
Livewire Markets
Equities

BHP, Rio chiefs offer firm evidence on China comeback story; Catalyst acquires Plutonic

Plutonic deal sees De Crespigny-led miner emerge with 7Moz and 3Mtpa plant in WA belt; Plus, sell-off in lithium stocks doesn’t make sense.
BHP
+2
Barry FitzGerald
Independent Journalist
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