Asset Allocation: Focus on Li explorers, Add Ni, Co, Maintain Graphite
We maintain our preference for Gen#4 Lithium explorers this month after last month's outperformance and as lithium prices continue to motor ahead. We are still positive on Graphite, although we drop REE. We add Nickel and Cobalt to our Focus list. Subscribe for more information.
Topics
Cobalt
Explorers
Graphite
Lithium
Nickel
REE