Nickel was our top-performing basket in December, managing 7% for the month, with our explorer/developer basket managing 10%. This was a great result compared to …
Continue reading “Equities substantially underperform materials in 2022”
Following the huge equity market sell-off in recent months, we felt it would be useful to look at recent trends for key battery materials and …
Continue reading “Where are the opportunities in the equity sell off?”
It was a torrid month for battery materials equities in April with only the Midstream basket keeping its head above water. Macro concerns are now …
It was a record month for our Brine basket with a 61% performance and within that it was the Developers stocks that stood out with …
Continue reading “Brine developers blow the roof off in March!”
