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We go “Full Bull” on Lithium

Posted on - 10 Apr 2024

Category - Asset Allocation

After remaining conservative on the lithium restocking cycle in March, we’re finally ready to go “full bull” on the lithium sector in April, with a number of the key bottom-up indicators that we watch now pointing to an extended re-stocking event over coming months. And the best thing is that, after the initial flush of excitement, the stock market has gone tepid on lithium, so there are some great opportunities out there! We're also more positive on nickel, cobalt and manganese. Read on to find out more...

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Asset allocation Cellmakers Cobalt Developers EV Makers Explorers Lithium Manganese Nickel Producers