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Next Investors Feb 03, 2024
We headed along to Benchmark Minerals’ World Tour - “Financing the Energy Transition” in Melbourne this week. Our key takeaways was that the current breather in battery metal prices was part of a smaller cycle of supply and demand, but as we step further back the larger electrification thematic cycle is still intact.
Next Investors Aug 26, 2023
In this weekender, we explore the race to initiate major drilling campaigns, the fluctuating landscape of lithium prices, and how cash-rich companies are strategically positioning themselves in the mining sector."
Next Investors Apr 22, 2023
In this article we shine a light on five NON-LITHIUM companies we are holding in the battery materials space.
Educational Article Apr 21, 2023
Investing in graphite stocks allows us to capture exposure to fast growing demand from the EV battery industry. Graphite is a critical material in the rapidly growing electric vehicle battery market — a vital ingredient in the manufacture of battery anodes.
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Catalyst Hunter Feb 24, 2023
Our Investment Mandrake Resources (ASX: MAN) has just secured a high-grade lithium brine project in Utah, USA. MAN is now chasing the commodity of the moment, in the country of the moment.
Next Investors Jan 18, 2023
Today our European metals exploration Investment Kuniko (ASX: KNI) kicked off the first of its three drill programs for this quarter.
Next Investors Dec 10, 2022
Graphite is a crucial battery metals, and although Lithium has had a huge run, the Graphite price is yet to take off in similar fashion. In this Weekender, we cover the Graphite thematic and our two Graphite stocks. Sarytogan Graphite was announced as our Pick of the Year this week, for its gigantic Graphite deposit in Kazakistan.
Next Investors Nov 21, 2022
With a bit of life creeping back into the market, we saw another of our long-term Positions achieve “10 bagger” status this week. A “10 bagger” is when a stock price increases 1,000% - and they don’t come around very often, especially in a wonky market like we’ve experienced in 2022. Holding on for a 1,000% increase usually requires a lot of patience, with plenty of ups and downs along the way that will test one's resolve to hold. That company is our 2020 Energy Pick of The Year Invictus Energy (ASX: IVZ) which released another positive drilling update on Friday.
Next Investors Jul 30, 2022
We have a theory that modern markets swing a lot more quickly and wildly than 5 years ago - given the sheer number of new market participants and trading apps combined with the lightning speed of financial information flow.
Next Investors Jul 23, 2022
Commentary: Battery materials are back. Our new Investment. Battery materials bottom? Summary of the key media events this week.
Wise-Owl May 25, 2022
FYI to be first to market with a superior battery metals product? It is getting closer to the construction phase of its demonstration plant prior to its main WA plant for the production of High Purity Alumina (HPA).
Next Investors Mar 19, 2022
Long time readers will know that some of our most successful investments have been in companies exploring and looking to supply the raw materials that are needed to move the world towards a lower carbon future and energy security….like VUL… which you may recall is up over 5,000%.
Next Investors Mar 15, 2022
The next couple of months could prove to be a big period for KNI because with drilling permits now secured, they can start drilling in the first week of May.
Next Investors Mar 12, 2022
The commodities bull is being driven by a potent cocktail of inflation, war, growing demand from the energy transition, geopolitical squabbles, declining grades and years of low exploration spend.
Next Investors Feb 26, 2022
The Russian troop build-up had been happening for the last couple of months and we think the market had slowly been pricing in a potential conflict, especially one that could accelerate the “west versus east” tensions and all the ramifications that come with it.
Next Investors Feb 12, 2022
Our most successful investments over the last two years have been in companies developing the raw materials to build the world’s move to a green energy future.
Next Investors Feb 05, 2022
We think this investment theme is just getting started and we’re determined to repeat that success across a range of new commodities that are critical to the “energy transition”.
Next Investors Jan 21, 2022
Yesterday KNI announced that ‘advanced interpretive analytical’ geophysical work has brought about 2 new high priority drilling targets which KNI are aiming to drill in Q2-2022.
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