ASX:GXY

GALAXY RESOURCES LIMITED

Equities
Barry FitzGerald

The mining giants have declared a new-found appetite for battery metals. And the word from on high is good news for leveraged battery juniors like Mincor and Liontown; Plus, Bellevue dangles the resource-upgrade carrot and analysts line up to tip big things for Strandline.FOMO among major miners BHP and Rio... Show More

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

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

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

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