lithium

One of the themes we have been covering extensively for the last 18 months is electric vehicle/renewable energy mass adoption, and its impact on the battery metal...

Lithium-ion battery demand will increase more than ten-fold over the decade to 2029, says Roskill Information Services. This will inevitably lift prices for the...

Decarbonisation is shaping as one of the investment themes of the year, after being a relentless talking point for the majority of the past decade. With fossil fuel...

But it’s the imminent assays from its project next to Chalice that could change the game overnight. Plus, strong iron ore prices mean Fenix EBITDA set to exceed its...

With apologies to George W. Bush^ for the title of our note, sometimes it is easy to underestimate how quickly, ‘slow’ and ‘consistent’ foundational change is...

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 quarter we wanted to focus on the significant medium-term opportunity around raw materials for Electric Vehicles (EVs), and particularly...

At a high level, the commodities sector appears to be a bright spot in a market ravaged by the pandemic. The S&P/ASX Metals & Mining Index has advanced 7%...

Soon after COVID-19 lockdowns were announced, central banks injected trillions of dollars of money supply into economies. This, combined with huge rescue packages from...

The Big Australian’s new chief admits to reviewing the battery metal’s potential “on a regular basis”. The comments are particularly relevant for the runaway Liontown,...

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...

Two years ago battery minerals, and in particular, lithium, were all the rage. Orocobre and Galaxy Resources were up ~5x and ~37x respectively in a few years, and it...

Oh dear!The stronger-for-longer lithium story is not exactly panning out as such, with a global oversupply emerging and the upbeat blue sky stories supplanted by...

Spare a thought for Wesfarmers’ boss Robb Scott.To the surprise of no one, shareholders in Scott’s $776 million lithium takeover target, Kidman Resources, voted...

In our quest to evolve as fund managers we are constantly reading. Reading the likes of Peter Lynch, Warren Buffet (Alice Schroeder), Joel Greenblatt, Barton Biggs and...

Lithium stocks have been knocked down of late. But big car makers are forecasting huge increases in EV sales in the medium term, which may help explain why there is...

Recent lithium acquisitions provide see-through valuations for Pilbara which are well above its share price, fuelling talk about what it may get for its planned sale...

A short note this afternoon after a busy day on the desk + I’m down a couple of foot soldiers today… the ASX had a reasonable session particularly considering the...

We first wrote about Kidman Resources KDR back in March 2017 at $0.49 (KDR notes 2nd Mar 2017, 11th July 2017, 25th July 2017, and given the water under the...

At the start of every year we publish our Equity Strategy Key Themes report, which as the name suggest discusses the key themes our team believes will impact asset...