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Next Investors Jul 23, 2022
Commentary: Battery materials are back. Our new Investment. Battery materials bottom? Summary of the key media events this week.
Wise-Owl May 25, 2022
FYI to be first to market with a superior battery metals product? It is getting closer to the construction phase of its demonstration plant prior to its main WA plant for the production of High Purity Alumina (HPA).
Next Investors Mar 19, 2022
Long time readers will know that some of our most successful investments have been in companies exploring and looking to supply the raw materials that are needed to move the world towards a lower carbon future and energy security….like VUL… which you may recall is up over 5,000%.
Next Investors Mar 15, 2022
The next couple of months could prove to be a big period for KNI because with drilling permits now secured, they can start drilling in the first week of May.
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Next Investors Mar 12, 2022
The commodities bull is being driven by a potent cocktail of inflation, war, growing demand from the energy transition, geopolitical squabbles, declining grades and years of low exploration spend.
Next Investors Feb 26, 2022
The Russian troop build-up had been happening for the last couple of months and we think the market had slowly been pricing in a potential conflict, especially one that could accelerate the “west versus east” tensions and all the ramifications that come with it.
Next Investors Feb 12, 2022
Our most successful investments over the last two years have been in companies developing the raw materials to build the world’s move to a green energy future.
Next Investors Feb 05, 2022
We think this investment theme is just getting started and we’re determined to repeat that success across a range of new commodities that are critical to the “energy transition”.
Next Investors Jan 21, 2022
Yesterday KNI announced that ‘advanced interpretive analytical’ geophysical work has brought about 2 new high priority drilling targets which KNI are aiming to drill in Q2-2022.
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