sharetrader
Page 30 of 49 FirstFirst ... 2026272829303132333440 ... LastLast
Results 291 to 300 of 481
  1. #291
    Legend
    Join Date
    Dec 2009
    Location
    Everywhere
    Posts
    6,924

    Default

    Interesting comments in Stockhead commentary on Lithium companies:

    https://stockhead.com.au/resources/m...50pc-in-a-year

    From SQM:

    There is more joy to come, SQM boss Ricardo Ramos says, with lithium pricing expected to be 50% higher in the December Quarter than the September quarter with spot markets raging and legacy contracts coming to an end.

    The market growth is putting pressure on prices, as a result, we forecast average prices to be close to 50% higher in the fourth quarter this year when compared to prices reported in the third quarter 2021.

  2. #292
    Member
    Join Date
    Jul 2017
    Posts
    74

    Default

    Quote Originally Posted by nztx View Post
    Interesting comments in Stockhead commentary on Lithium companies:

    https://stockhead.com.au/resources/m...50pc-in-a-year

    From SQM:
    God this time last year you could find articles saying its speculative. Wait until they write another "darling children of the ASX" article after writing something completely contrary the year prior. Always looking backwards never forward.
    GO AVZ ! for the holders here - AVZ real reward is 2024/25

  3. #293
    Legend
    Join Date
    Dec 2009
    Location
    Everywhere
    Posts
    6,924

    Default

    AVZ Minerals - other exchanges apart from Oz -

    Frankfurt:

    https://www.boerse-frankfurt.de/equity/avz-minerals-ltd

    USA OTC:

    https://finance.yahoo.com/quote/AZZVF/

  4. #294
    Advanced Member
    Join Date
    Aug 2021
    Location
    Auckland
    Posts
    1,619

    Default

    Anyone have a particular view on Liontown Resources? Undertook a massive placement - $450m odd - at $1.65 which was a ~14% discount to previous close (I forget what the theoretical ex price was) and post trading collapsed to $1.49. Good management, good resource, project NPVs including various scenarios all look quite a bit higher than marketcap, blue chip instos taking place at the CR at 1.65. Lithium just a giant green bubble or liontown no good?

  5. #295
    Legend
    Join Date
    Dec 2009
    Location
    Everywhere
    Posts
    6,924

    Default

    An 'inside' on one of the major Chinese Car Battery makers

    https://www.nzherald.co.nz/business/...OXFVH4UNGOLFM/

    Note: Premum content

    AVZ Holders will recognise the name

  6. #296
    Vision over Visibility
    Join Date
    Feb 2016
    Location
    Wellington
    Posts
    70

    Default

    Quote Originally Posted by Fiordland Moose View Post
    Anyone have a particular view on Liontown Resources? Undertook a massive placement - $450m odd - at $1.65 which was a ~14% discount to previous close (I forget what the theoretical ex price was) and post trading collapsed to $1.49. Good management, good resource, project NPVs including various scenarios all look quite a bit higher than marketcap, blue chip instos taking place at the CR at 1.65. Lithium just a giant green bubble or liontown no good?
    Hi Fiordland, Bell Potter as part of their picks for CY22 and Marcus Padley have recently commented positively on this stock. Check recent posts on livewiremarkets.com.au and you can see their analysis.

    disc.. hold this and Mineral resources for lithium exposure

  7. #297
    Advanced Member
    Join Date
    Aug 2021
    Location
    Auckland
    Posts
    1,619

    Default

    Quote Originally Posted by hamish View Post
    Hi Fiordland, Bell Potter as part of their picks for CY22 and Marcus Padley have recently commented positively on this stock. Check recent posts on livewiremarkets.com.au and you can see their analysis.

    disc.. hold this and Mineral resources for lithium exposure
    Thanks Hamish. I wound up buying a few parcels around the 1.45 mark. Pretty content and pleased the spot price above the coming rights issue.

    One company that has blown me away is Neometals. I bought in at 90c only a few months ago - what a ride! Itll either be massive or fall to 10c in a few years time but love what they are doing. Safely disposing of and recycling / extracting valuable minerals from spent lithium batteries an exciting area - the macros are huge, if the company has an IP based moat and doesnt become a dirty tolling operation

  8. #298
    Senior Member
    Join Date
    Sep 2001
    Location
    Wellington, , New Zealand.
    Posts
    626

    Default

    Issue 74 at the link below has a listing of producing and emerging players in the lithium space. Companies like LTR (Liontown), CXO (Core), AKE - Allkem (ex Galaxy/Orocrombre) and PLS - Pilbara are all listed along with a number of others that are exploring both in Australia and other locations around the world.

    As can be seen from the 3mth and 1yr returns, Lithium has been a good space to be invested in 2021. The shorter period of the last month looks pretty random as to what the movements are.

    https://www.rkequity.com/publications

  9. #299
    Senior Member
    Join Date
    May 2002
    Location
    ChCh, , .
    Posts
    1,358

    Default

    Thanks Scrunch....HNY.

  10. #300
    Member
    Join Date
    Aug 2006
    Location
    Christchurch
    Posts
    431

    Default

    Quote Originally Posted by Scrunch View Post
    Issue 74 at the link below has a listing of producing and emerging players in the lithium space. Companies like LTR (Liontown), CXO (Core), AKE - Allkem (ex Galaxy/Orocrombre) and PLS - Pilbara are all listed along with a number of others that are exploring both in Australia and other locations around the world.

    As can be seen from the 3mth and 1yr returns, Lithium has been a good space to be invested in 2021. The shorter period of the last month looks pretty random as to what the movements are.

    https://www.rkequity.com/publications
    Thanks for that, very interesting. Seems the battery and EV metal space is still heating up! I’ve been mainly in Graphite as in RNU and rare earths as in Pensana and PEK but need some junior lithium exposure. What are the best candidates in this space?

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •