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ASX Lithium stocks have delivered some investors incredible gains, but other (who perhaps got in a bit late!) incredible pain (looking at you Core Lithium and Sayona Mining!)
After a brief bright spot in May-June, lithium stocks are on the fritz again. We look at the biggest winners and losers (but mainly losers).
There are however, two major beneficiaries of the lithium sector's demise. Base metals such as iron ore and copper, and energy commodities such as coal and natural gas. Each stands to benefit from "all the right noises" coming from Beijing with respect to potential stimulus. We investigate which stocks within the base metals and energy sectors are worth potentially adding to your portfolio now.
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ASX Lithium megatrend in question as ASX BUYS abound!
This Week's Video Highlights
00:00 Introduction
01:45 Lithium Minerals Prices: Carbonate & Hydroxide (China, Japan & Korea CIF)
03:00 ASX Lithium Sector Review: Leo Lithium LLL
04:50 Latin Resources LRS
06:45 Delta Lithium DLI
12:45 Argosy Minerals AGY
13:55 Allkem AKE
16:35 Core Lithium CXO
17:15 Global Lithium Resources GL1
17:35 Liontown Resources LTR, Minerals Resources MIN
18:35 IGO
18:55 Pilbara Minerals
19:40 Patriot Battery Metals PMT
20:15 Sayona Mining SYA, Vulcan Energy Resources VUL, Winsome Resources WR1
21:00 WA1 Resources WA1
22:00 Temple & Webster TPW
26:00 MMA Offshore MRM
30:45 Fenix Resources FEX
31:10 ASX Coal Sector Review: Whitehaven Coal WHC
34:35 New Hope Coal NHC
35:35 Coronado Resources CRN
36:20 Duratech DUR
37:05 Dronesheild DRO
38:15 Woodside Energy WDS
40:00 Santos STO
40:35 McMillan Shakespeare MMS
44:30 Electro Optic Systems Holdings EOS
41:05 Lovisa LOV
45:30 Ampol ALD
46:40 MA Financial Group MAF
47:15 ASX Iron Ore Majors vs China Poliburo rhetoric: BHP Group BHP
48:45 Rio Tinto RIO
49:05 Fortescue Metals FMG
49:25 Xero XRO
50:30 Hello World HLO
51:00 Wisetech Global WTC
53:20 RPM Global Holdings RUL
54:10 Lovisa Holdings LOV
55:25 Lynas Rare Earths LYC
56:20 Cedar Woods Properties CWP
56:50 National Australia Bank NAB
57:30 Telix Pharmaceuticals LTX
58:20 EML Payments EML
59:25 AGL Energy AGL
01:00:10 Kogan.com KGN
01:01:30 Aristocrat Leisure ALL
01:01:50 Meteroric Resources MEI
01:02:50 American West Metals AW1
01:03:50 Azure Minerals AZS
01:05:25 Stanmore Resources SMR
01:06:00 Persues Mining PRU
01:07:00 Elders ELD
01:07:35 Graincorp GNC
01:08:10 Incitec Pivot IPL
01:08:40 Karoon Gas KAR
01:09:20 Alpha HPA A4N
01:10:10 Besra Gold BEZ
01:12:15 HOT Chili HCH
01:13:15 South32 S32
01:14:10 Newcrest Mining NCM, Qantas Airways QAN
01:14:30 Ramelius Resources RMS, Resolute Mining RSG, Boss Energy BOE
01:15:00 Impedimed IPD
01:16:00 Credit Corp Group CCP
01:16:55 Medical Developments MVP
01:18:10 Brainchip BRN, Strandline Resources STA
01:09:15 ThinkMarkets events & offers