Battery Metals

An analyst deep dive into battery metals markets

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.

Drill race is on and what is happening in the lithium market

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."

5 Battery Materials Stocks for 2023

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.

Investing in Graphite Stocks

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.

MAN Secures USA Lithium Brine Project

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.

KNI Now Drilling - First of Three Drill Campaigns this Quarter

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.

Graphite and our Pick of the Year - Battery Materials Thematic

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.

IVZ reaches 10 bagger status, lithium day wrap and more...

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.

What market crash? Phosphate used in batteries now?

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.

Our new Investment. Battery materials bottom? Summary of the key media events this week.

Next Investors Jul 23, 2022

Commentary: Battery materials are back. Our new Investment. Battery materials bottom? Summary of the key media events this week.

FYI to be first to market with a superior battery metals product?

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).

Scott Morisson's "Shopping List" of Critical Minerals

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%.

EU urgently needs ESG grade cobalt for EV transition - Russia and DRC supplies are ruled out

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.

Nickel, the War and Under Investment in Exploration

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.

The War Begins, Cybersecurity, Food Security, Energy Independence and Precious Metals

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.

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