Mineral Resources

Latest news and analysis on Mineral Resources

Equities

Mineral Resources still a sell on debt burden, iron ore and lithium prices - Datt Capital

The Mineral Resources dream of iron ore, lithium, and mining services is quickly turning into a nightmare. It’s not over, says this expert.
GMG
PME
Carl Capolingua
Livewire Markets
Equities

When will the pendulum finally swing for lithium prices? 2028, 2029, or 2030?

When will lithium prices finally turn around? We pinpoint when the lithium market will swing back to a deficit, and therefore higher prices.
IGO
+2
Carl Capolingua
Livewire Markets
Equities

Watch out for "sharp but brief price drop" in lithium, Macquarie

Lithium minerals markets have been dynamic over the past few weeks, with prices staging a modest rally. We check up on the key developments.
CXO
+8
Carl Capolingua
Livewire Markets
Equities

The 7 zombie companies lurking on the ASX 300

While everyone's attention is focused on Mineral Resources and WiseTech, there are other companies on the ASX that are flashing red.
BOE
IMM
+6
Ally Selby
Livewire Markets
Equities

Iron ore rally risks “fizzling” here –Morgan Stanley

Major broker Morgan Stanley is concerned that the recent rally in the iron ore price post-China stimulus announcements may be unsustainable.
BHP
FMG
+1
Carl Capolingua
Livewire Markets
Equities

Real production costs at ASX lithium miners will shock you: Just one mine is profitable

Lithium companies continue to maintain or increase production levels even as lithium minerals prices plummet. How long can they continue?
IGO
+2
Carl Capolingua
Livewire Markets
Equities

Nearly 30% of lithium producers are losing money, shutdowns likely if prices don’t improve

Two major brokers weigh in on the dire situation in the lithium market, warning further shutdowns are likely if prices don’t improve soon.
IGO
+5
Carl Capolingua
Livewire Markets
Reporting Season

This stock has fallen 43% in 12 months. But is it really as bad as it seems?

Livewire sits down with Katana Asset Management's Romano Sala Tenna to find out.
Ally Selby
Livewire Markets
Equities

Two big reasons why lithium free fall may have more to go

We investigate the latest lithium market price drivers, as well as ASX lithium stock valuation metrics as lithium prices continue to tumble.
CXO
+9
Carl Capolingua
Livewire Markets
Equities

Don’t hold your breath lithium investors, unless you can do it for 4 years…

Lithium investors are a tough bunch. They'll need stay that way if new research from energy transition think tank Wood Mackenzie is correct.
IGO
Carl Capolingua
Livewire Markets
Equities

Why Goldman Sachs would buy IGO and sell Mineral Resources

Major broker Goldman Sachs has released a research report outlining reasons why it thinks IGO is a buy and Minera Resources is a sell.
CXO
IGO
+2
Carl Capolingua
Livewire Markets
Reporting Season

Only one of these two lithium stocks is a buy

In this wire, Marcus Today's Henry Jennings shares his views on Mineral Resources and Pilbara Mineral's latest results.
BHP
+4
Ally Selby
Livewire Markets
Equities

Mineral Resources has fallen 26% since hitting its high in January. Here's why Airlie is still bullish

It comes as Goldman Sachs downgrades the lithium darling to a SELL with a $59 price target.
29M
AKE
BHP
+5
Ally Selby
Livewire Markets
Reporting Season

Earnings soar 503% for Mineral Resources (but that's only half the story)

Market leader Mineral Resources has missed on analyst estimates, but its cash generation and growth opportunities are too good to ignore.
Ally Selby
Livewire Markets
Reporting Season

This stock is the "holy grail" of ASX investing

You wouldn't want to bet against this company over the long term, says Katana Asset Management's Romano Sala Tenna.  After all, as Warren Buffett says, the "holy...
WES
Ally Selby
Livewire Markets
Equities

The stock planning to quadruple US lithium production

In recent years, major car manufacturers worldwide set aggressive goals for electric vehicle production, underwriting a chasm-like deficit in the lithium market. As...
CXO
INR
+1
Henry Jennings
Marcus Today
Reporting Season

Is this still the cheapest lithium stock in the market?

When Mineral Resources was dubbed the "cheapest lithium stock in the market" in November 2021, it seemed investors agreed. In just over two months, its share price...
CXO
+2
Ally Selby
Livewire Markets
Commodities

Monthly Market Insights, Review of October 2021

Following a weak September, equities performed strongly during October with the S&P 500 up 6.9% for the month, the Dow Jones gaining 5.8%, the FTSE 100 up by 2.1%...
Nicholas Boyd-Mathews
Eden Asset Management
Equities

Four mining services companies where we see value

Investing in small cap mining services firms is not for the faint hearted given their exposure to the commodities cycle. But with the sector down around 40 per cent...
IMD
NWH
+1
Dominic Rose
Montgomery Lucent Investment Management

Mineral Resources (MIN) Positive long-term thinking in securing energy (AWE.ASX) and capturing Lithium Carbonate margin

Thomas Schoenmaker
Alpine Capital
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