21 August 2017
Where are we in the Cycle?
Extrapolating lithium prices based on rising demand ignores the most
relevant guidepost to future lithium market conditions, namely, how
aluminium prices and demand growth evolved.
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Market Directions
Metal price rises are being driven by the weakening U.S. dollar rather
than improvements in the outlook for global growth.
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Portfolio Performance and Positioning
Phase II companies made strong gains during the week while Phase I
companies gave up increases from the prior week in generally directionless
sector trading despite commodity price improvements. No portfolio
changes have been recommended.
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Stock Reviews and Rating Analysis
PortfolioDirect rating reports analyse the quality and risk
attributes of proposed mineral developments. Rating criteria apply to mining and oil and gas stocks at any stage of
development. PortfolioDirect uses a five point rating
scale to measure the risk adjusted quality of proposed mineral developments
or companies.
For company reports
& ratings...
The 'Steak or Sizzle' blog provides summary judgements on
the top performing ASX-listed resources stocks.
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Exploration Watch. Which exploration results are the most
exciting, the most disappointing and the most anticipated?
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