Is there more upside in Explorers, Developers or Producers?
As it looks more and more likely that we will see stronger for longer pricing, at least in lithium, investors are wondering which types of companies to allocate their assets to. The current equity market turmoil complicates matters, but it also raises the potential for investors to access great entry points in several stocks. In this month's lead article we discuss the different segments (exploration, development, production) within the battery materials development life cycle and analyse what upside potential may be in each part of the profile in a stronger for longer pricing environment.
Topics
Consensus
Cycle
Developers
Explorers
Graphite
Lithium
Manganese
Price forecasts
Producers
Stronger for Longer
Valuation
