graphite

The Electric Vehicle (EV) metal theme has performed particularly well over the last four months in spite of the prevailing mood of doom and gloom in this bear...

The forgotten product’s vital role in lithium batteries is set to underpin its renaissance. The bright outlook is a boon for juniors like BlackEarth, which has just...

The transition to a clean energy future is gathering pace and requires trillions of dollars of investment in the decade ahead. Bloomberg NEF estimates that US$500...

At the beginning of the year, we identified rare earth elements and battery metals as a key theme in our article “2020 Investment Themes & Opportunities”. The...

This week’s unfounded rumours of a Tesla takeover of listed battery group Novonix aside, the market for the so-called battery metals of graphite, lithium and cobalt...

When ‘growth’ stocks go out of favour and stop attracting a premium, there’s often a large valuation gap that must be crossed before they begin to look attractive as...

Graphite stocks have been whacked. But the supply-demand balance is thought to be turning, prompting senior analysts to tip a recovery in graphite prices. This could...

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...

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...

Strong investor interest has continued in the junior and mid-cap resources stocks through 2017. Despite a relatively flat first half of the year, the second half has...

Most know the success story that diamonds have been, however this has only been a relatively recent phenomenon, with the success story really only starting in 1938...

Despite a flat few months (and some EOFY selling), there continues to be strong investor interest and good value in the junior to mid-cap resources 18 months into the...

One of the issues facing potential graphite developers now is the large number of companies (and projects) fighting for a relatively limited pool of funds and...

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,...

The junior resources market is continuing the momentum that started in 2016. Although we saw the gold price, which has been one of the main drivers of the recovery in...