Could battery materials stocks be a buy after the sell off?
You heard it here first, folks! We actually believe they could be! We’ve talked a number of times before about how we needed to see capitulation from sell side analysts in their long-term price assumptions for lithium in particular. This would likely cause another leg down in stock price performance, which would open up some value in the space. Well we haven’t seen the sell side capitulation yet, but we have seen the additional leg down in equity performance at the start of April thanks to Mr Trump and his tariffs. And, because these stocks had already been weak anyway,...
Topics
Cell makers
Cobalt
EV Makers
Graphite
Lithium
Manganese
Midstream
Nickel
