lithium

8 reasons lithium markets will stay tight

Tim Hannon

To meet the stated requirements of electric vehicle manufacturers, lithium production must grow from current levels of 300,000 tonnes to two million tonnes by 2030. Our analysis, supported by interviews with independent industry specialists, concludes the lithium price needs to stay in the $US10,000 to $US12,000 per tonne price range... Show More

lithium ASX:ORE

Tesla deal shows wall of demand coming at Australian lithium producers

Barry FitzGerald

Tesla’s commitment today to buy lithium which it won’t get for three years, and from a project still subject to feasibility studies, speaks volumes about the demand set to hit WA lithium producers. Plus, Sipa’s cracking JV with Rio Tinto highlights the immense potential of its base metals project. Show More

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Lithium giant Albemarle contradicts Morgan Stanley on electric vehicle growth

Barry FitzGerald

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

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Glencore chief feeds copper bulls with talk of ‘massive under-investment’ in new mines

Barry FitzGerald

Ivan Glasenberg fuels talk the copper price could be set for another leg-up, contrasting forecast growth in demand with a chronic lack of investment in new supply. Plus, Piedmont looks to tap into US auto industry with made-in-America lithium and Kirkland’s Fosterville on track to be Australia’s best gold mine. Show More

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Emerging winners from the electric vehicle megatrend

Julian Babarczy

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

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Not one, not two, but three for Dacian

Barry FitzGerald

With first gold just seven weeks away, Dacian has made another discovery which could increase production and mine life at its 200,000ozpa Mt Morgans project. Plus, Tawana looks set for re-rate on imminent lithium production. Show More

A good year ahead for resources

Tim Hannon

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

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Hill End set to join high-purity alumina party with multi-decade maiden resource

Barry FitzGerald

High-purity alumina is touted as the next hot industrial mineral - and there is a growing view that Hill End may have lots of it. The guessing will soon be over, with a maiden resource expected shortly. Plus, Centaurus’ local knowledge lands it a highly prospective Brazilian nickel-cobalt play. Show More

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Lithium and cobalt oversupply fears overblown

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

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Sayona delivering the lithium goods

Mark Gordon

We are now seeing the market stand up and take notice of Sayona Mining which continues to deliver on the Authier Lithium Project in Quebec, with recent advances including delivery of a positive updated PFS for the Project. Quebec is a well-regarded mining jurisdiction that ranked 6th globally in the... Show More

Hot thematics and how to approach them

Livewire Exclusive

Thematic investing takes advantage of correctly predicting future trends, and the significant capital flows they can subsequently generate. For example, if you correctly anticipated the coming growth in the electric vehicle market, you could have monetised long-term trends across the EV supply chain, including battery minerals. Show More

SQM's deal with Chile's Corfo could shift LT Li Supply - Bad day for listed Li Companies

Wentworth Securities

Lithium (Li) Companies have had an incredible 6-9mths, most 2x or 3x higher. So you could be forgiven to think they were ripe for some news to temper the run. The news that has seen weakness across the board is that Chilean Corfo (Govt) said it had struck a deal... Show More

The ten most tipped stocks for 2018

Alex Cowie

When we asked you to suggest a stock tip in our 2018 Livewire reader survey, there were a few names that came up regularly. Drawing from the database of 2617 responses, here are the 10 stocks that readers tipped the most, with exclusive insights from our contributors for each one.... Show More

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Let the Good Times Roll

Mark Gordon

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 seen a 20-30% increase in the relevant ASX indices on the back of steadily improving metals prices, particularly in the base and battery... Show More

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Mineral Resources (MIN) Positive long-term thinking in securing energy (AWE.ASX) and capturing Lithium Carbonate margin

Wentworth Securities

The AWE board has unanimously recommended MIN's offer to acquire the company via a scheme of arrangement. The jewel for MIN is the Waitisa gas field in the Northern Perth Basin, which has strategic value given the energy intensity of MIN's current and planned operations (AWE has a 50% interest... Show More

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Northern Cobalt (N27) - Thoughts on the current drill campaign and Lithium project acquisition

Wentworth Securities

With the current drilling campaign ending with the onset of the NT wet season, N27 will be releasing results Jan 18. Given the price has been trading some 50% off its highs (still a great result from $0.20 lPO), I am looking again at N27, with a period of important... Show More

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Livewire Christmas Cracker #5... Aitken: Kidman to double again

Livewire Exclusive

In our new 'Christmas Cracker' series, each morning through to Christmas we will bring you a top insight from one of our contributors. These will be diverse and could be a macro call, sector view, stock idea, or even some useful tech. Today's insight is from Charlie Aitken, CIO and... Show More

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A sector flying under the radar

Andrew Smith

After several years of underperformance investors were initially attracted to the better valuations which were available in Small Caps. However more recently there has been a noticeable improvement in risk appetite. This has added fuel to the rally with investors taking comfort from the almost synchronised growth that is occurring... Show More

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A Strong Theme in the Early Stages

Romano Sala Tenna

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

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Executive Series Argosy Minerals (AGY) Managing Director, Jerko Zuvela

CommSec

In this short video we discuss the current state of the lithium market, the contrast between producers focussed on brine production compared to those who rely rock deposits and AGY’s Rincon Lithium Project in Argentina, whose first production of battery grade lithium product is anticipated during the March quarter of... Show More

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