ASX:GXY

GALAXY RESOURCES LIMITED

Barry FitzGerald

After falling sharply over the past six months, there is fresh hope that lithium prices could be set for a comeback as demand from the EV market surges. Albermarle, for one, believes demand will more than triple over the next six years. Plus, lithium junior Galan soars ahead of results.... Show More

Barry FitzGerald

Liontown Resources, which is capped at just $27m, is about to outline why its Kathleen Valley project could be a substantial lithium operation. Based on numbers it has published and those of similar, more advanced projects, observers say it could be a game-changer. Plus, beaten-up Coronado looking like a bargain. Show More

Patrick Poke

Seth Klarman's annual letter to Baupost investors does the rounds at Davos (and I've got a copy to share with you); Capital Economics forecasts the AUD to fall to 60c; and NAB data suggests Christmas spending will disappoint. Here's what's happening in markets today. Show More

Equities
Livewire Exclusive

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 Management, explains that M&A tends to increase later in the cycle as confidence is essential for successful deals. But where will the next one... Show More

Rudi Filapek-Vandyck

Welcome to the FNArena Reporting Season Monitor for the August result season 2018. The Monitor reports ratings and consensus price target changes, along with brief summaries of the collective responses, from FNArena database brokers for each of the 300+ stocks. Week 3 is now available with coverage of 213 stocks. Show More

Livewire Exclusive

There have been some truly life-changing returns in the lithium sector over the few years. Over the last two years, stocks like Kidman Resources (+2136%) and Tawana Resources (+1786%) have produced returns of more than 10x. With huge numbers like this, it’s easy to think that the opportunity has passed.... Show More

James Gerrish

The tune has yet to change with the pattern of investors happy to bid up stocks fairly strongly in early trade, finally breaking the 6000 level, before some selling eventuated after North Korea announced its nuclear program is now complete and that its intercontinental ballistic missile could now reach the... Show More

Livewire Exclusive

Greencape is able to invest right across the market, and we had the chance to ask Jonathan Koh where the fund was seeing the best medium-term growth opportunities on the ASX today. In this short exclusive, Jonathan provides a brief overview on 11 stocks straddling all sectors and sizes. Show More

Alex Cowie

Livewire strives to give readers unparalleled access to expert investment ideas so that they can be more informed and achieve better investment outcomes. Here is a distillation of 15 such wires that really captured your attention this quarter. Show More

Livewire Equities

Reports that the Chinese Government is considering a ban on internal combustion engines, and a move to EVs, has seen moves in companies across the supply chain, from EV manufacturers like Tesla and BYD, to lithium ion battery producers, and down to current and near-term producers of the critical commodities... Show More

Livewire Exclusive

Technological, environmental, and political changes could result in the commodities sector changing significantly in the coming decades. Following our recent discussion of the major commodities and mega-cap miners, we asked our contributors to look into the future and tell us about the commodities that will matter most. Show More