Lithium Equities: Round Trip, and Attractive Again
We revisit our Lithium basket, which rose ~200% on average from October 25 to May 26, and has since given back most of those gains. The risk-reward...
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Primer: Elevra Lithium (ELV AU) - Aug 2026
Strategic Position in North American Lithium Supply Chain: Elevra Lithium is poised to become a leading hard-rock lithium producer in North...
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[Quiddity Index] MV Global Rare Earth & Strategic Mtls Jun26 Rebal; 3 ADDs, 10.3% T/O, $445mm 1-Way
The MV Global Rare Earth and Strategic Metals Index has picked up AUM in the past few years. Now at US$4.3bn. This rebal is US$800mm+ to trade and...
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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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