Industry: Materials
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GeneralExpert: Joe Wright - Three ways to invest in resources | Airlie Funds Management
The old stock market adage tell us that 'Australia is a land of banks and miners'. But beyond the big 3 miners, there are plenty of interesting companies in the resources sector.
12 AprilSponsored by Airlie Funds Management
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Averaging 26% a year for 17 years, what next? - Mineral Resources | Summer Series
Mineral Resources Limited (MRL), an Australian company, specialises in diversified mining services and resources, focusing on iron ore, lithium, and energy. As one of Australia's leading iron ore producers and a significant producer of lithium spodumene concentrate, MRL is committed to being a world-class entity in its field.8 FebruarySponsored by CommSec
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Uncovered: There's more to a battery than Lithium, introducing HPA - Impact Minerals (ASX: IPT)
On this episode of Uncovered, Bryce and Ren are joined by Dr Mike Jones, the Founder and Managing Director of Impact Minerals.20 October -
GeneralUncovered: Impact Minerals (ASX: IPT)
One year ago, Roland Gotthard was thinking a lot about mud.
He had the rights to test the ground under Lake Hope, a playa or dried lake 500km east of Perth in Western Australia, and believed that the ground underneath the lake may contain minerals that could be turned into High Purity Alumina (HPA).
Over a week, he collected 500kg of mud from Lake Hope and sent it off for testing.
19th Oct, 2023
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Fast 3: The US has discovered the largest lithium deposit in history
Today we’ll be talking about why Rotten Tomatoes scores aren’t so fresh, a massive discovery of lithium in the crater of a US volcano, and we’ve an update on those BMW heated seats.22 September -
Indonesia's nickel boom
Basically, Indonesia is going to be a critically important partner not just for Australia, but for the world.14 August -
3 stories from reporting season
It's a returning favourite! It’s earnings season. When all the companies gather their shareholders and tell them what they did for the last three months, what went well, what didn’t go so well, and what’s coming up.7 August -
Mining’s Decarbonisation Opportunity
the mining industry is going to become the world’s most important industry to achieve net zero. Now that statement might surprise you. It might fill you with rage. But bear with us as we unpack it. Today Sascha and Alec talk about just how big this opportunity might be.24 July -
![The size of mining’s decarbonisation opportunity]()
GeneralThe size of mining’s decarbonisation opportunity
This article is the best we’ve come across that outlines the absolute scale of the challenge and the size of the opportunity in the energy transition.17th Jul, 2023
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General50% of US banks are underwater. How does that end well?
The RBA shocked us all with another rate hike last week. Where did that come from? The banking crisis in the US rolls on. Is there any end in sight? Chile is ‘nationalising’ it’s lithium sector, while Cleanaway reports that the garbage truck driver shortage is coming to an end. All this and more on this week’s Comedian v Economist.10 May -
GeneralDeep Yellow's vision for uranium and sustainable power | John Borshoff Pt II
Led by the industry titan John Borshoff, their unique growth strategy has delivered excellent exploration and development since 2016.28 April -
![Chile plans to nationalise its vast lithium industry]()
GeneralChile plans to nationalise its vast lithium industry
Learn about Chile's decision to nationalize its lithium industry and its potential impact on the global market. Find out how this move could affect lithium prices, mining companies, and investment opportunities.24th Apr, 2023
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General
Uranium: the future of clean energy with industry titan John Borshoff | Deep Yellow
This episode, Candice and Felicity dive into the world of cleaner fuel alternatives and the incredible potential of uranium!21 April -
![Copper Comeback: China’s Demand and South America’s Supply Risk]()
GeneralCopper Comeback: China’s Demand and South America’s Supply Risk
18th Apr, 2023
Source: Global X
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The Future of Equity Mates + Coached
There's a lot going on at Equity Mates HQ - so Ren and Bryce want to take you through it, and how to navigate our feed.17 April -
![Lithium in short sellers’ sights as Hindenburg blows up tech stock]()
GeneralLithium in short sellers’ sights as Hindenburg blows up tech stock
Last week, short sellers were in focus as Hindenburg Research released a short report about Block (the owner of Buy Now, Pay Later pioneer Afterpay). Recent data from ASIC, as reported in this article from The Age, suggests that Australia’s lithium miners have also been a target for short sellers.3rd Apr, 2023
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General
What we learned from Buffett's letter + An insiders view of the lithium opportunity
In the second half of our episode, we’re joined by Bernard Rowe, a geologist and Managing Director of Ioneer. Ioneer is a US-based lithium and boron producer that is listed on the ASX with ticker INR. (ASX: INR)6 March -
![Stock Story: ASML – Supplier to the Semiconductor Industry]()
GeneralStock Story: ASML – Supplier to the Semiconductor Industry
ASML’s performance in the quarter was driven by the arrival of the company’s capital markets day in November 2022.1st Mar, 2023
Source: Munro Partners
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![Indonesia is poised for a boom - politics permitting]()
GeneralIndonesia is poised for a boom - politics permitting
By 2030, this analysis from The Economist suggests, Indonesia will be the fourth-largest producer of green commodities in the world after Australia, Chile and Mongolia.1st Mar, 2023
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Is there enough lithium to meet the world's demand?
Is it unsurprising then that global demand has skyrocketed? Sascha and Darcy ask - is there enough lithium to meet the world’s demand?20 February -
![Battery Technology Adoption and Growth Powers Demand for Lithium]()
GeneralBattery Technology Adoption and Growth Powers Demand for Lithium
Battery technology is top of mind as demand for consumer electronics, energy storage, and especially electric vehicles (EVs) surges around the globe.15th Feb, 2023
Source: Global X
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![India has found a major deposit of lithium, suddenly making it a major player in batteries and EVs]()
India has found a major deposit of lithium, suddenly making it a major player in batteries and EVs
The discovery immediately pushes India into the world's top five national lithium reserves -
![2023 Market Outlook: A Framework for Optimism]()
General2023 Market Outlook: A Framework for Optimism
Wilson Asset Management lay out five dominant themes that will drive markets in 2023.7th Feb, 2023
Source: Wilson Asset Management
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How you can invest in the clean energy transition | 2023 investing inspo with Global X
In this episode, we learn why the green energy trend is set to take off!24 JanuarySponsored by Global X
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Australia's hottest lithium project - Core Lithium | Summer Series
Over twelve episodes this Summer, we’re diving into some of the most exciting, interesting and well known companies in Australia and the US. In each episode we’re also joined by an expert to help us unpack the key metrics, the bull case and the bear case for each company. Today we’re chatting about Core Lithium, and we’re joined by Henry Jennings from Marcus Today.5 JanuarySponsored by Sharesies
