Lake Resources shares are down by 19.47% today after announcing the delayed development of two 25Ktpa plants to produce battery-grade lithium at its Argentinian Kachi brine project.
Two weeks ago, I discussed the reasons why silver may appear undervalued relative to gold. In today’s article, I’ll present another perspective to the puzzle, pointing out why the current price of silver is reasonable. Based on the silver producer’s profit margins, I find that it’s a stretch to suggest silver should be worth US$50 an ounce. That said, the supply deficit for silver is expected to grow in the future. So you may want to start increasing your exposure to silver now…
Australia is ideally positioned to profit from the anticipated net zero boom and its inevitable failure. By supplying the metals needed for the renewable energy campaign, and the energy needed when it fails, the lucky country could become the richest nation on Earth, twice.
In today’s Fat Tail Commodities, James Cooper looks at the stimulus announcements from China and why this matters for commodities…particularly copper. It marks a sharp change in tactic by the People’s Republic of China (PRC) as it looks to tackle deflationary pressures. Not surprisingly copper stocks are beginning to move…
Look beyond China’s slowdown to the new global growth engine: India…why the most populous nation in the world is undertaking a unique development approach…how the need for physical infrastructure could lead to a need for Aussie resources…and why investors should start preparing now for this potential mining boom…
Mining the Moon may sound like some futuristic science fiction. However, plans for it are far more advanced than you may realise. Read on to find out more…
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