On * This...

On * This Morning:

https://unauthorised investment advice/resources/everythings-going-to-grow-morgans-analysts-say-the-time-is-now-to-go-hard-on-commodities/

Sleeping giants?

Lithium has clearly been the big stalwart of the junior resources sector in recent times.

Vickerson says share prices of juniors have been helped by a wave of M & A interest in the commodity, including Albemarle’s rejected $5.5 billion bid for one-time penny stock Liontown Resources (ASX:LTR) and Pilbara Minerals’ (ASXLS) rumoured interest in Patriot Battery Metals (ASXMT) .

But he likes rare earths and graphite in the battery space as well.

“I think a lot of people are looking at big investments in wind to come, which is obviously going to support parts of the rare earth supply chain,” Vickerson said.

“So there’s a few names I saw on the agenda that we should be looking out for; (new listing) Augustus Minerals (ASX:AUG) is one we’re probably pretty familiar with I think people should pay attention.

“Beyond that I’m a bit of a graphite tragic, I’ve been disappointed for a few years in terms of the commodity price, but I think at some point, that’s a commodity that will have its day.

“And there’s a couple of names here on the agenda. We’ve got Greenwing (ASX:GW1), and Renascor (ASX:RNU), both who are in the earlier stages of projects.

“I think they’re worth paying attention to for a medium term opportunity.”