Aberdeen’s Michelle Lopez, who is learning to live off-grid, explains why the firm stands by investing in Judo’s IPO, and increased its exposure to supermarket stocks.
Any IPOs you’re in, or like the look of?PEXA has a strong domestic moat within its settlement platform, but the valuation upside is going to come from the UK where they are executing exceptionally well, have attained the 7th payment system and have a dozen banks now testing on their platform.Rhett Wyman
. Channel checks suggest current battery production run rate is insufficient to meet EV production, and inventory remains tight across the supply chain. For Pilbara specifically, we are attracted to their asset position being low on the cost curve, with expansion opportunities to grow production organically, and with 100 per cent ownership of their spodumene asset they can control that growth pathway.In fact, we take advantage of this volatility to add to positions when valuations are more reflective of our positive long-term view in a company like Pilbara.
Australia Latest News, Australia Headlines
Similar News:You can also read news stories similar to this one that we have collected from other news sources.
Three contenders for lithium target Essential MetalsLithium and gold explorer Essential Metals’ dalliance with a well-heeled suitor has bankers scrambling.
Read more »
What I learnt writing a book about the TurnbullsThey’re wealthy, famous and influential, which is why Australians deserve to learn how and why they undermined the Morrison government.
Read more »
Green Technology Metals raising $50m; Lithium Americas buys inLithium explorer Green Technologies Metals was asking investors for $50 million on Wednesday morning, and already had commitment for about $US10 million ($14 million) from Lithium Americas which would become a substantial shareholder.
Read more »
Air quality in parts of Hobart 'worse than Beijing' due to smoke hazeA pall of smoke from forestry burns makes the air quality in parts of Hobart and southern Tasmania worse and less healthy than in Beijing.
Read more »
Nets players turn on sidelined Ben SimmonsA new report claims Ben Simmons is not a 'sympathetic figure' within the Nets locker room after being swept by Boston. 9WWOS
Read more »
Star denies ignoring risk iProsperity CEO gambled investor fundsThe casino operator did not question debts that were repaid by iProsperity’s CFO, less than two years before its $350 million collapse, an inquiry has heard.
Read more »