It seems that every day we are advised by professional investors and others that the stock market is overvalued and to sell everything. And yet the markets (e.g. Dow, S&P, Nasdaq) continue to grind higher. This appears to be a disconnect between human observation and market behavior. One explanation is…
AVL is primarily a vanadium stock (read more about vanadium here), although it does have cobalt and lithium interests. Its strategy is to be vertically integrated in the vanadium space. There are three legs to this strategy: Develop the Gabanintha Vanadium project to produce vanadium pentoxide (V2O5) and possibly ferrovanadium…
I have followed a group of 57 Australian lithium stocks for the past 18 months. This is not a definitive list of companies involved in lithium, the cut-off date for inclusion was July 2016. Several companies have effectively moved onto other metals, while still retaining lithium interests. The headline…
Australian property is looking fragile, particularly in Sydney and Melbourne. Some factors that suggest we are at the calm before the storm: Ever more properties on market Selling booths for apartments back in malls Several hundred new apartment buildings under construction in Sydney New building approvals fall Crack down on…
I plan to write about the effects of stupidity, my own included, at more length. However, I thought a brief, preliminary observation might be of interest. A classic example of stupidity, by often intelligent people, is the “study” of economics. In an attempt to appear scientific, economists develop mathematical models that…
Vanadium’s fastest growing use is in vanadium redox batteries. This technology is almost certain to replace lithium ion batteries for fixed storage, although unlikely to compete in the electric vehicle market. The future demand growth for lithium, graphite and cobalt is therefore likely to be much more muted than the…