Industry: Materials

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.

We're so excited to bring to you a special 12 stocks for 12 days of Christmas over 2 episodes. Candice and Felicity thought they'd share a bunch of different ideas for you to consider! They are looking at the themes of Resources, Healthcare, Retail, ESG, and Recession Proof Blue Chip stocks!

Candice and Felicity are joined by Brittany Isakka and Marcus Burns, two colleagues from Spheria, a fund that specialises in small and microcap companies - this got Felicity excited of course!

We have included one of the live sessions from Henry Jennings at Equity Mates FinFest where Henry was given the task of presenting a high conviction stock pitch ...

Competition for control of the rare earths market is heating up, but not everyone is playing fair. Census data shows that the average Aussie household is shrinking, 2022 is being called 'the year that broke the 60/40 rule, and Singapore is making beer out of recycled dunny water. All this and more on this week's Comedian V Economist.

GDP data last week came in stronger than expected, with heat everywhere except the one place it matters most. Elon Musk wants everyone in the office, except the 10% of people he plans to sack, while lithium prices tanked on some FUD out of Goldman Sachs and Malaysia has banned chicken exports. All this and more on this week's Comedian v Economist.

It's been over 50 years since we put a man on the moon. So it was a surprise to The Dive team when they found out there's a new space battle at play between nations. This time, it's all about who can kick-start mining lucrative celestial elements. As you'd imagine, all this is putting pressure on the delicate balance of inter-galactic relationships between nations. Today, Bryce joins Sascha in the studio and they chat about the new SpaceRace2.0, and what's going on between the superpowers?

We're excited because we're checking back in on the ASX Sharemarket game this week! A reminder, participants in the game get to invest $50,000 in virtual cash in the S&P/ASX200, a range of ETFs and a selection of small and mid-cap companies... we first invested on 3 March and we love how the game lets us get a good taste for how the market moves, how your investments are tracking, without having to invest any of your own money. This week we take a little review of how we're going (spoiler - not great) and then throw around some ideas of some themes we're interested in adding to the portfolio - Hydrogen and Lithium.

In today's episode the lads do a fascinating deep dive on Mining and in particular, the minerals that could pave the way forward for Australian Mining.

Peter is an experienced equities analyst specialising in Metals and Mining sectors who has previously held positions as Head of Australian Metals and Mining at Deutsche Bank, Head of Global Metals and Mining at Credit Suisse and Equities Research, Metals and Mining at Macquarie Bank. Prior to his roles within Financial Services as a research analyst, Peter held operational roles with Rio Tinto for five years and BHP Billiton for five years. His current role today is the Metals & Mining research analyst at Shaw and Partners. In this episode, Felicity and Candice talks to him about his extensive time in the industry, and ask for him to share a few ideas about where to be looking for oppotunities.

Trump has launched a new social media platform, but is it really just a glorified email list? Aussie miners are raking it in during the energy crisis, but is our economy a little too 'simple'? Baby boomers are about to unleash a 'tsunami' of wealth on their kids, but how much are you going to get?

In this episode Bryce and Alec talk to Dr Fiona Simon, the CEO of the Australian Hydrogen Council, the peak body for Australia’s hydrogen industry with members from across the hydrogen value chain. They talk about Australia's unique opportunity with hydrogen, and the future of the industry. Then they chat to Kanish Chung, from ETF Securities about their recently released ETF tracking the global hydrogen industry - ETFS Hydrogen ETF (ASX Code: HGEN). HGEN provides exposure to hydrogen economy including fuel cells, electrolysers, refuelling stations and green hydrogen.

Felicity and Candice welcome Managing Director Anna Nahajski-Staples and Technical Director Dr Karen Lloyd of Moneghetti Minerals to Talk Money To Me. Moneghetti Minerals Limited are a gold exploration and development company, focused on high-grade, scalable discovery opportunities in the best mining jurisdictions in the world - those being in Nevada US and locally here in Western Australia.