Archives for June, 2017
The chart below shows Macquarie Research’s take on various commodity cycles. It shows where commodities are in the cycle and where Macquarie expects them to be in two years’ time. For example, lithium is at or about its peak price and will fall over the next two years. Gold and…
I have followed a small group of ASX stocks whose main, or an important, focus is cobalt. This is by no means a definitive list and does not include those companies that may have cobalt interests that are subordinate to other commodities in their portfolio. I started investing in the…
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…