James Gerrish

The ASX200 started the day soft, briefly dipping below the 6100 mark just before midday with bank stocks being the biggest drag at the time. Buyers stepped up in the afternoon with 3 of the big 4 moving back into the black – Westpac (WBC) the laggard post Monday’s remediation... Show More

Livewire Exclusive

With the ‘whites in the eyes’ of inflation clearly visible, investment logic could be “turned on its head”. Kate Howitt, Portfolio Manager at Fidelity International, says it’s important not be underweight commodities stocks, as their “prices could really run ahead” in an inflationary environment. Show More

Tim Hannon

We recently undertook a review of a company called Lynas Corporation (LYC). LYC is a miner and processor of rare earths. Rare earths are a critical component within electric vehicles. The growth in the electric vehicle industry will support demand growth for rare earths over the coming decade. We expect... 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

Livewire Equities

With reporting season dominating in recent weeks, here are four small cap ideas you may have missed. They include two small medtech stocks from Simon Shields and Harley Grosser, and two junior resources plays from Paragon and Foster Stockbroking. Click below for four fresh ideas. A microcap medtech stock about... Show More

Foster Stockbroking

Lynas is an integrated rare earth mining and processing operation with a rare earth mine in Mt Weld, WA, and a processing plant in Malaysia. It has diligently undergone significant technical improvements, and is now running reliable neodymium praseodymium (NdPr) oxide production of 5,200ktpa, prices of which have recovered sharply.... Show More

Mathan Somasundaram

Local market had a slide after flip flopping early in the day. Commodities bounce helped the miners after US Fed, ECB and BOE moved dovish. UK recovery in wages growth and historically low unemployment helps support the economy despite the high inflation and low currency. Show More