Aequitas: Elevra Lithium Placement - Strong Trend but Weaker Implied 2H26 Warrants Caution
Elevra is looking to raise around US$199m in a primary offering. In this note, we will talk about the placement and run the deal through our ECM...
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Elevra Lithium — Strategic scale for a localised supply chain
Elevra Lithium is a dual-listed lithium producer and developer, formed through the merger of Sayona Mining and Piedmont Lithium. The company’s...
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Overview #57 – Plus Ça Change…
A review of recent events/data impacting our investment themes and outlook. Oil, Nuclear, Deepseek and earnings from some of our stocks
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Overview #56 - Back to the Races?
A review of recent events/data impacting our investment themes and outlook. We take a look at Oil, Commodities and the strong move in US indices
240 Views
Elevra Lithium — A new chapter
Created through a merger of equals between Sayona Mining and Piedmont Lithium, Elevra Lithium (ELV) provides unparalleled exposure to the North...
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