PILBARA MINERALS LIMITED
The German giant this week named hard-rock lithium, such as that from WA, as being far more desirable than the South American brine-type. Plus, it loves Australia. The comments were a welcome tonic for the still-recovering ASX lithium miners. Plus, smart money is finding its way into gold juniors. Western Australia’s... Show More
A bullish day for Aussie equities with the market latching onto strength from our cousins across the ditch, simply ignoring the weakness playing out across US Futures while Asia was fairly mixed across the board. It’s been a while since we’ve seen such sustained buying throughout the day with the... Show More
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
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
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
Once high-flying lithium stocks have tanked of late. Lower lithium prices, which are being blamed on over-supply, are said to be responsible. But those close to the action say all is not what it appears and a recovery is coming. Plus, the Chinese come knocking for Cassini’s battery metals. Show More
Tesla’s commitment today to buy lithium which it won’t get for three years, and from a project still subject to feasibility studies, speaks volumes about the demand set to hit WA lithium producers. Plus, Sipa’s cracking JV with Rio Tinto highlights the immense potential of its base metals project. Show More
The Wall Street bank tipped cold water on lithium stocks with its bearish outlook for the metal. But lithium giant Albemarle has hit back, saying the EV take-up rate, and therefore lithium demand, will be much greater than MS claims. Plus, Liontown ready to roar with lithium assays due shortly.... Show More
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 exciting part of the supply chain where I believe the bulk of value will likely accrue through the cycle. Show More
The recent price pullback of up to 20% across lithium names creates a buying opportunity and we reiterate recommendations below for hard rock lithium exposed companies under coverage. Show More
The below article was written prior to the recent volatility in the sector thanks to a deal that will likely see an uptick in production levels in the coming years, however the calls are still relevent today. Show More
When we asked you to suggest a stock tip in our 2018 Livewire reader survey, there were a few names that came up regularly. Drawing from the database of 2617 responses, here are the 10 stocks that readers tipped the most, with exclusive insights from our contributors for each one.... Show More
Like all good years, 2017 will go down as the year when much-tipped bad things didn’t happen. Iron ore prices didn’t collapse and gold prices held up despite US rate rises. At the same time, commodity prices rose across the board, with battery materials leading the way. Show More
With the planned merger with Aphrodite Minerals (due to be completed in early January, and with the Scheme Booklet now available), Spitfire is continuing the transformational strategy of becoming a significant Australian gold developer. Work by the Company, headed by the Pilbara team of John Young and Neil Biddle, has... Show More
Some see this as a bubble & that may be correct – but not for a few more years. Lithium-ion batteries are “fundamentally changing the world” but a balancing of supply and demand will eventually expose some players. Show More
A world where lithium is produced for free sounds too good to be true. But lithium producer Galaxy doesn’t think so. It has just taken a 12% stake in lithium technology developer Lepidico. Is this a marriage made in Heaven? Plus, our predictions of Echo’s re-rating are now reverberating. Show More
With first production now just seven months away, there remains a huge disconnect between the emerging lithium producer’s market cap and its impending cashflow – but how long can it last? Plus, Rumble Resources joins the red-hot zinc sector Show More
“It’s in their [The Telco’s] interest to just flick people to the low speed plans as the lower access charge makes a higher margin for them” Nicholas Demos, CEO, MyRepublic. Below are quotes from the week which in our view detail some of the most important and prominent industry trends... Show More
Local market bounced back after Friday’s bashing. Started positive before investors took profit in the last few hours. European markets were negative while US and Asian markets were directionless. China data was stable without being special while local housing data was weak and private credit data was solid. July count... Show More
Local market ran into a global selloff with investors worried about bond market worries. Apart from the miners, every other sector saw pain after similar selloff in the US market overnight. NASDAQ showing more weakness…already below 50 day MA and heading towards 100 day MA…last time it broke 50 day... Show More
