Midstream dominates in February
Our Midstream basket was the outperformer in February, and within it, it was the Korean cathode makers that led the way, with L&F (KRX:066970) up …
Our Midstream basket was the outperformer in February, and within it, it was the Korean cathode makers that led the way, with L&F (KRX:066970) up …
Our Lithium explorers basket was our top performer in January, up 40% in US$ terms. Other baskets in positive territory were Vanadium (+7%), Cobalt (+5%), …
Continue reading “Lithium explorers basket outperforms in January”
Our Nickel basket was December’s best performer, up 33%, benefiting from IGO’s (ASX:IGO) bid for Western Areas (ASX:WSA) and the conclusion of the Noront (TSXV:NOT) …
Continue reading “Nickel the best performing segment in December”
We’re sticking with our preference for brine producers over hard rock in the near-term because they don’t deserve to have underperformed to the extent they …