Metals supercycle - get your ticket to the hottest investment in town
The world’s growing hunger for metals, combined with tight supplies, is underpinning one of the greatest investment thematics of our time. Driven by the...
Investing in graphite: A comprehensive guide for ASX investors
A deep dive into graphite markets as well as key ASX-listed graphite companies to watch.
Coda positions Elizabeth Creek for widely anticipated 2025 copper bull run
Study reveals huge leverage for $30m junior with 20% jump in copper price boosting NPV to $1b. Plus, gold equities and the battle for Mincor
Tesla dumps rare earths… should you do the same?
Rare Earth outlook has deflated rapidly in March, but with the likes of Twiggy and Gina Reinhart backing the sector, now is the time to buy
As their bigger brethren cream it, junior porphyry hunters still wait for tickets to gold-copper party
Sunstone aims to fire up investors with high-grade epithermal next to porphyry discovery. Plus, Battery Age joins Canadian lithium rush.
America "screwed" unless it hurries lithium supply chain: Brinsden
The former Pilbara Minerals MD sees America’s ‘huge lithium supply problems’ as a big opportunity for his new company Patriot Battery Metals. Thailand lithium explorer...
Top five undiscovered stocks powering the energy transition
As the world embraces the energy transition, mining and metals companies stand to be major winners. Creating and storing renewable energy requires vast amounts of...
'Gold, Iron Ore, Space Exploration, Battery Metals' - David Flanagan, AM CitWA Chair of Battery Minerals, Non-Exec Chair of Red Dirt Metals & Non-Exec Dir. of MACA
It was our absolute pleasure to spend some time with Mr David Flanagan AM CitWA. David grew up in the coastal city of Bunbury WA, went on to be a graduate of the WA...
Whopping cash generation for years to come insulates lithium stocks against market wobbles
The ATMs of the mining sector look set to continue spitting out cash for at least another three years. This bumper outlook is flowing through to juniors like Kairos....
Why Mathan's sweet on this record-breaking ASX nickel play
For all the talk of soaring lithium prices, it’s another battery metal that has caught the attention of Mathan Somasundaram. He doesn’t currently own the nickel mining...
China’s "dirty tricks campaign" speaks volumes about the outlook for rare earths: 3 ASX mining stocks headed for a rerate
Revelations by US cybersecurity firm Mandiant that China had resorted to cyberwar tactics in an effort to protect its stranglehold on the strategically-important rare...
The indicator that proves the lithium sell-off is overdone
"Evidence at the coal face suggests customer demand remains incredibly strong," says Pilbara Minerals (ASX: PLS) managing director Dale Henderson, as detailed in the...
Lithium stocks are already based on much lower spodumene prices than spot, so sell-off is silly
Before this week’s plunge, equities reflected long-term lithium price forecasts, which are far below spot prices, making predictions of crash in short-term prices...
3 lithium stocks and 1 uranium play on investor radars as the sell-off creates opportunity
It’s the most enduring thematic of our times, and now investors can get exposure at a significantly lower price thanks to the recent impact of rising rates and global...
Highly leveraged battery metals IPO wins backing of big-name mining identities
Bellavista to hit the boards on Wednesday. Plus, PVW ready to put its strong bank balance to work in rare earths hunt and Battery Minerals sees plenty of smoke at gold...
Manganese: how to gain exposure to the next hot battery metal
Move over lithium, graphite, cobalt and copper: manganese is fast emerging as the next "battery metal" story to titillate investors.The back story is similar: with...
Chalice’s bonanza find just gets better – and cheaper
Plus, shares in battery graphite producer Syrah hitch an electric vehicle ride while Mincor looks set to follow suit in the name of nickel. Buying into one of the...
5 themes worth backing this year
At the start of each calendar year, we like to take the time to identify what themes & opportunities (T&Os) have the potential to contribute to performance for the...
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