Buy Hold Sell, by Livewire Markets
Business:Investing
There have been very few market themes in recent years (perhaps apart from buy-now-pay-later) that have whipped the market into a frenzy quite like battery metals.
The promise of widespread electric vehicle adoption and the demand it would create saw the share prices of producers and explorers alike surge.
In 2022 it was the rising tide that lifted all boats, as lithium prices soared, whilst 2023 – so far at least – has been a more sobering experience.
The question now begs, can these commodities resume their upward trajectory, or will they be resigned to suffer the same fate as the many hot commodities that came before?
To unpack these themes, Bell Direct’s Grady Wulff is joined by Tim Serjeant from Eley Griffiths Group and Todd Warren from Tribeca Investment Partners.
They share their insights on the current state of the commodities markets and two commodities (and stocks) they like moving forward.
And, as an added bonus, they each share a commodity and a stock they believe the market has misunderstood.
Note: This episode was filmed on Wednesday 19 April 2023. You can read an edited transcript below:
https://www.livewiremarkets.com/wires/why-there-s-still-room-in-the-tank-for-battery-materials
Buy Hold Sell: 5 growth stocks for the next 5 years
Buy Hold Sell: 5 small stocks with big catalysts on the horizon
2 undiscovered stocks (and how to analyse under-the-radar companies)
Buy Hold Sell: 3 under-the-radar stocks (and 2 overcrowded darlings)
Buy Hold Sell: Demand wave to power future-facing commodities (and 4 stocks to ride the wave)
4 undiscovered gems as gold prices hit record highs
Is there still upside to uranium? (and 4 stocks fundies are buying)
The stocks headed for the ASX 20 (and 2 on the way out)
Buy Hold Sell: 3 stocks ready for a rebound (and 2 due for a sell-off)
Buy Hold Sell: 5 undervalued founder-led stocks
10 adviser-approved ETFs for 2024
Answering the internet's most common ETF questions
Buy Hold Sell: Your top-tipped ETFs for 2024
Buy Hold Sell: 5 of the ASX's fastest-growing stocks
How to invest in small and micro-caps (and 4 emerging stocks for the next 5 years)
Buy Hold Sell: 5 small stocks headed for large-cap status
Buy Hold Sell: 3 stocks with dividends on the rise (and 2 on the chopping block)
How to generate passive income in 2024
Buy Hold Sell: 5 stocks with monster dividends in 2024
Buy Hold Sell: Your 5 top small and mid-cap stocks for 2024 (and 2 big fundie buys)
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