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
Why I like the good Carbon (Graphite)
Lithium dominates discussion for battery metals. We like Syrah Resources, which produces the good Carbon called Graphite. It is not a metal.
Bill the builder warns of more cost blowouts, delays as underground skills shortage bites hard
Develop, Beament’s miner-cum-contractor, has been amassing a big team to capitalise on the shortage. Plus, Patriot’s bumper lithium hit.
What I learnt from the ANU Rare Earth Conference (REECON)
This is a busy time of year for me. There is the Australian reporting season, the US third quarter reporting season, and the conference season. Last week was...
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...
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...
Why we're bullish on lithium
This quarter we wanted to focus on the significant medium-term opportunity around raw materials for Electric Vehicles (EVs), and particularly...