lithium

Latest news and analysis on lithium

Flat lithium sector shows early signs of re-charge

+3
Barry FitzGerald
Independent Journalist

Little Liontown to show why it can be a big lithium producer

+1
Barry FitzGerald
Independent Journalist
Equities

First Au - Highly leveraged to exploration success

One of the latest "listings" on the ASX is First Au (ASX:FAU), which is the result of the June 2018 reinstatement of Public Holdings (Australia) Ltd following the...
FAU
Mark Gordon
Mark Gordon
Independent Investment Research

Liontown - Lithium's rising star

Mark Gordon
Mark Gordon
Independent Investment Research
Expert Insights

Lithium producers as takeover targets

Mergers and acquisitions activity has picked up in the last 12 months, as sentiment has finally allowed more deals. Luke Cummings, CIO at Harvest Lane Asset...
+3
Livewire Exclusive
Livewire Markets

Recognition that lithiums ain’t lithiums said to help explain price volatility

BHP
+5
Barry FitzGerald
Independent Journalist
Commodities

8 reasons lithium markets will stay tight

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....
Tim Hannon
Tim Hannon
Conrad Capital Group

Tesla deal shows wall of demand coming at Australian lithium producers

+2
Barry FitzGerald
Independent Journalist

Lithium giant Albemarle contradicts Morgan Stanley on electric vehicle growth

Barry FitzGerald
Independent Journalist

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

Barry FitzGerald
Independent Journalist

Emerging winners from the electric vehicle megatrend

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...
AML
+1
Julian Babarczy
Julian Babarczy

Not one, not two, but three for Dacian

DCN
Barry FitzGerald
Independent Journalist
Commodities

A good year ahead for resources

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...
IGO
Tim Hannon
Tim Hannon
Conrad Capital Group

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

Barry FitzGerald
Independent Journalist
Equities

Lithium and cobalt oversupply fears overblown

January saw volatility return to Lithium and Cobalt markets, both correcting on oversupply anxiety. Glencore announced that its Democratic Republic of Congo (DRC)...
John Deniz
Paragon Funds Management

Sayona delivering the lithium goods

SYA
Mark Gordon
Mark Gordon
Independent Investment Research
Investment Theme

Hot thematics and how to approach them

Thematic investing takes advantage of correctly predicting future trends, and the significant capital flows they can subsequently generate. For example, if you...
Livewire Exclusive
Livewire Markets

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

Thomas Schoenmaker
Alpine Capital

Let the Good Times Roll

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...
AQX
+41
Mark Gordon
Mark Gordon
Independent Investment Research

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

Thomas Schoenmaker
Alpine Capital
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