LITHIUM News & Analysis

Down more than 70% in the last year is this share a bargain?

We cut our near-term forecast for lithium prices but remain optimistic regarding a longer-term recovery. This moated player looks well placed to...

Our recent price forecasts may provide some relief to investors after an agonising few years for those invested in the lithium game.

This lithium miner is trading at a 22% discount to our fair value. 

The shares trade at a 65% discount to our fair value estimate. 

Morningstar recently initiated coverage on IGO with a Narrow Moat rating and a Fair estimate above the current price. Lochlan Halloway shares his...

Morningstar's Esther Holloway recently opened coverage on an ASX lithium producer. Her report features something very rare in the mining industry.

What we think of Tesla shares after the latest earnings report. 

The crash in lithium and nickel prices has left companies scrambling to cut production, billionaires red-faced, and investors wondering how a ‘sure...

Falling lithium prices lower our fair value estimate for one of the world's largest producers.