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 …
Continue reading “Asset Allocation: Focus on Li explorers, Add Ni, Co, Maintain Graphite”
Unsurprisingly it was our Lithium baskets which were the big winners in 2021, with triple digit performance for the year, well-above the next best performing …
Continue reading “Lithium the big winner in 2021: Like Li, Graphite & REE for 2022”
November was a mixed month for battery materials equities and it was carnage at the start of December when Omicron strain concerns swept global markets. …
Continue reading “Stick with Lithium, look at Graphite and REE”
With the macroeconomic outlook remaining mixed and concerns about the impact of power shortages on industrial production on key economies, we remain concerned about the …
