Investing in Lithium/Nickel/Cobalt/Graphite

[SauRoNZA]

So with the rise of EV’s and a whole flipping of the industry expected to emerge in the next couple of years, where does one invest in South African context?

I was hoping to find an ETF but no such luck so far.

Glencore seems like the most logical option that covers most of the emerging markets?

 

[bromster]

Very keen to see what the experts have to say. Solid State batteries will be a game changer I think.
/S

 

[shafti3]

Don't bother investing. As one in the mining industry, we can see the EV met
Also prices slumping in the next 2-3yrs due to oversupply. And also note, most commodities are cyclic, and the prices are geopolitically driven. Iron ore is hot now due to the issues China and Australia have with each other

 

[shafti3]

Sorry, early

Don't bother investing. As one in the mining industry, we can see the EV met
Also prices slumping in the next 2-3yrs due to oversupply. And also note, most commodities are cyclic, and the prices are geopolitically driven. Iron ore is hot now due to the issues China and Australia have with each other

Sorry meant "EV metals" basically the Li,Cu,Ni,C etc

 

[Tun@]

I was hoping to find an ETF but no such luck so far.

Access to LIT/BATT is what your looking for probably

 

[SauRoNZA]

Don't bother investing. As one in the mining industry, we can see the EV met
Also prices slumping in the next 2-3yrs due to oversupply. And also note, most commodities are cyclic, and the prices are geopolitically driven. Iron ore is hot now due to the issues China and Australia have with each other

Nobody cares about now, but the next 20 years.

You are the only dissenting opinion I’ve seen on this.

It’s definitely not going away in 2-3 years, it’s likely only starting properly then.

 

[SauRoNZA]

Access to LIT/BATT is what your looking for probably

Yeah Best option other than investing directly in companies locally seems to be US ETF’s like Global X Lithium & Battery Tech.

 

[Tun@]

Yeah Best option other than investing directly in companies locally seems to be US ETF’s like Global X Lithium & Battery Tech.

There no RSA lithium projects that i know of.....I know some ASX based companies if you have access to that & 1 LSE one but the LSE one is a bit pie in the sky.

 

[shafti3]

Nobody cares about now, but the next 20 years.

You are the only dissenting opinion I’ve seen on this.

It’s definitely not going away in 2-3 years, it’s likely only starting properly then.

It's fine- take everyone else's consensus.

 

[SauRoNZA]

It's fine- take everyone else's consensus.

It’s literally the entire world mate and the entire future of it hinging on this industry.

Quite literally everything we know hinging on fossil fuels will be shifting to lithium and other future battery tech.

There is simply no way this is going to go down looking forward.

It’s the new oil.

 

[Tun@]

I saved at the end of last year so 2020 performance - Iron ore was because of Brazil being down on production & i suspect China is stockpiling it....it has no fight with Australia over Iron ore...
Neodymium is Rare Earth that they need to make the magnets. Been a couple of US/EU/ policies/incentives made to try get rare earth total control away from China.


Also saved this but i think it was from a Rare Earth company prospectus so perhaps a bit biased but i thought still interesting

 

[Tun@]

Keliber | Sibanye-Stillwater

Sibanye-Stillwater secures entry into the battery metals sector through a partnership with and investment into Keliber, a leading European lithium project This investment into Keliber represents the first strategic step by Sibanye-Stillwater’s into the “battery metals” sector, which is...

www.sibanyestillwater.com

 

[SauRoNZA]

Keliber | Sibanye-Stillwater

Sibanye-Stillwater secures entry into the battery metals sector through a partnership with and investment into Keliber, a leading European lithium project This investment into Keliber represents the first strategic step by Sibanye-Stillwater’s into the “battery metals” sector, which is...

www.sibanyestillwater.com

The sad joke about this is that my Sibanye shares got automatically bailed out recently because I was under the threshold and missed an email for the automatic default opt out.

So I used the cash to buy Glencore.

Could have avoided it all if I just saw one email.

 

[Tun@]

The sad joke about this is that my Sibanye shares got automatically bailed out recently because I was under the threshold and missed an email for the automatic default opt out.

So I used the cash to buy Glencore.

Could have avoided it all if I just saw one email.

Glencore is probably not too bad anyway

SSW i struggle to understand with a PE of 6.5 & a forward PE of 4.9 i just don't see how it trades where it does

 

[SauRoNZA]

Glencore is probably not too bad anyway

SSW i struggle to understand with a PE of 6.5 & a forward PE of 4.9 i just don't see how it trades where it does

Think it’s mostly because of their recent acquisitions and future potential.

 

[Tun@]

End of Feb .............................................................................................................................................. Monthly







Locally I've gone heavy SSW + RBP + GLN but its risky with what the USD is doing right now - Could backfire on me if that USD strengthens. I'm looking for a USD fall.



Worth a read on RBP

The Company advises security holders that it anticipates basic earnings per share (‘EPS’) for the period to be
between 1 366 cents and 1 371 cents (an increase of between 5 094% and 5 113%), compared to basic EPS of
26.3 cents for the year ended 31 December 2019 (“previous corresponding period”). Headline earnings per
share (“HEPS”) of between 1 347 cents and 1 357 cents is expected (an increase of between 2 573% and 2 592%),
compared to HEPS of 50.4 cents for the previous corresponding period.

ROYAL BAFOKENG PLATINUM LIMITED – Trading statement for the year ended 31 December 2020 - SENS

Sens announcement for ROYAL BAFOKENG PLATINUM LIMITED – Trading statement for the year ended 31 December 2020 - SENS

www.moneyweb.co.za

 

[SauRoNZA]

RBP?

 

[Tun@]

RBP?

Royal Bafokeng Platinum (JSE) = RBP