Core lithium is the ASX200’s star performer in 2022 having rallied +84% year to date, beating WHC by 4% at yesterday’s close. This $1.86bn South Australian lithium miner has entered the ASX200 courtesy of its stunning performance over the last 12 months, an especially impressive performance considering it’s not even started producing lithium although that is targeted for later this year. Considering Goldman’s view on the space and our overall conservative stance towards equities this year we would rather play the battery metals space through IGO Ltd (IGO) an established nickel producer which is starting to expand into lithium plus it’s already paying a small dividend which never hurts.
scroll
Performance update for March, stocks that drove returns & our current positioning
Close
Tuesday 23rd April – ASX200 +26pts, Northern Star (NST), Chrysos (C79), Brambles (BXB)
Close
Market Matters Research Lead Shawn Hickman with David Koch
Close
Tuesday 23rd April – DOW up +253pts, SPI up +19pts
Close
MM can see another 10% downside in CXO
Add To Hit List
Relevant suggested news and content from the site
Video
WATCH
Performance update for March, stocks that drove returns & our current positioning
Recorded Tuesday 9th April
Podcast
LISTEN
Tuesday 23rd April – ASX200 +26pts, Northern Star (NST), Chrysos (C79), Brambles (BXB)
Daily Podcast Direct from the Desk
Video
WATCH
Market Matters Research Lead Shawn Hickman with David Koch
Recorded Monday 25th March
Podcast
LISTEN
Tuesday 23rd April – DOW up +253pts, SPI up +19pts
Daily Podcast Direct from the Desk
Members only
UNLOCK MARKET MATTERS NOW
Take a free trial.
No payment details required.