On the Bid is a Stockhead video series featuring a roundtable of experts discussing a new investment topic each week.
In this edition, host Christina Morrissy chats to market analyst extraordinaire Grady Wulff on Bell Potter’s insights into lithium stocks and their bullish outlook for the metal.
Christina chats with Grady Wulff, market analyst at Bell Direct.
Wulff joined Bell Direct as a market analyst in August 2022. Her role is to provide in-depth market insights and analysis to identify trading and investment opportunities for Bell Direct’s clients.
The pair take a look companies in the lithium space.
Lake Resources (ASX:LKE) is a clean lithium developer utilising clean, direct extraction technology for the development of sustainable, high purity lithium from its flagship Kachi Project, as well as three other lithium brine projects in Argentina.
Liontown Resources (ASX:LTR) are developing one of the world’s largest hard rock lithium deposits at Kathleen Valley, progressing a downstream processing strategy and continuing an exploration programme at Buldania, Western Australia.
Pilbara Minerals (ASX:PLS) is the leading ASX-listed pure-play lithium company, owning 100% of the world’s largest, independent hard-rock lithium operation. Located in Western Australia’s resource-rich Pilbara region, the Pilgangoora Operation produces a spodumene and tantalite concentrate.
Mineral Resources (ASX:MIN) is an innovative and leading mining services company with a growing world-class portfolio of mining operations across multiple commodities, including iron ore and lithium.
Allkem (ASX:AKE) is a specialty lithium chemicals company formed from the merger of Orocobre and Galaxy Resources. Brine and borate operations are located in Argentina and the expansion of brine production is underway in the region. Other assets include a hard-rock operation in Western Australia, a hydroxide plant in Japan and a highly competitive hard-rock project in Canada.
Argosy Minerals (ASX:AGY) is an Australian company with a current 77.5% (and ultimate 90%) interest in the Rincon Lithium Project in Salta Province, Argentina and a 100% interest in the Tonopah Lithium Project in Nevada, USA.
Green Technology Metals (ASX:GT1) is a North American focussed lithium exploration and development business. The company’s 100% owned Ontario Lithium Projects comprise high-grade, hard rock spodumene assets (Seymour, Root and Wisa) and lithium exploration claims (Allison and Solstice) located on the Archean Greenstone tenure in north-west Ontario, Canada.
The panel discuss a range of topics including Bell Direct’s 2023 lithium price forecast, Goldman Sach’s Liontown sell-off, Chilean government’s majority stake in the region, Bell Potter’s lithium picks and more.
So click above to tune in!