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BATTERY METALS BOOM

The battery metals boom is primarily driven by commodity demand from present and predicted electric vehicle uptake.

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Articles

March 15, 2022

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December Update

December Update

Dec 14, 2023 |

Date 14/12/2023 Overvalued shares - Sell Fortescue Metals Group - fair value as $16.88/ share. At the last closing price of $17.59, FMG is trading at a 4.2% premium to our valuation. Accordingly, FMG is regarded as ‘Fairly valued’ at current levels. Given that the...

Time to be active.

Time to be active.

Nov 8, 2023 |

Our economy is in a transitional phase.  The government is facing tough decisions. The core issue is that inflation continues to stay at 5.2%, as opposed to the preferred 2.5%. Today the Government has raised interest rates by 25 bps to 4.35% to try and reduce...

Stock Highlight

Stock Highlight

Mar 29, 2023 | ,

It is expected that over the coming years the stock market will be more volatile than what we have experienced recently. Now is a good time to add companies which are better situated to survive in a volatile stock market. Below are two companies which meet these...