ASX:RVR

RED RIVER RESOURCES LIMITED

Matthew Langsford

There are three specific commodities we see as having a positive outlook over the short-term. Cobalt is a standout. With the battery industry now consuming 42% of refined cobalt, the metal is arguably more strongly leveraged to the surging battery market than lithium. After drifting down for several years, the... Show More

Jim Copland

In the short-term, zinc and nickel look reasonable based on their respective supply side constraints. We’re not getting carried away with the outlook for China in terms of demand, but equally we don’t expect a financial or policy crisis there in the short to medium-term. Independence Group is a predominantly... Show More