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Lithium, iron ore, and the next big opportunity in resources

Australian investors love the resources sector, and have become accustomed to strong growth and even dividends from their favoured mining stocks. But after a sizable correction in the red-hot lithium space and the easy money of special dividends coming to an end, should they re-think?
Gemma Dale | nabtrade
27 September 2023
Created by potrace 1.15, written by Peter Selinger 2001-2017 49 min listen

Australian investors love the resources sector, and have become accustomed to strong growth and even dividends from their favoured mining stocks. But after a sizable correction in the red-hot lithium space and the easy money of special dividends coming to an end, should they re-think?

Gavin Wendt of MineLife joins the podcast to share:

  • The outlook for iron ore, oil, lithium and more
  • Why the re-rating of sky-high lithium stocks was necessary
  • Which sectors are likely to be winners and losers in the near term, and
  • His top pick for the energy transition and more.

You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth

If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.

Your Wealth Gemma Dale
About the Author
Gemma Dale , nabtrade

Gemma Dale is Director of SMSF and Investor Behaviour at nabtrade. She is the host of the Your Wealth podcast, a fortnightly podcast for investors, featuring insights and updates from markets and finance experts across a range of topics. She provides regular market and finance commentary on ausbiz and in other media including AFR, the Australian, ABC and commercial tv and radio. Gemma was previously the Head of SMSF Solutions for nab, and the Head of Technical Services for MLC, where she led a team of specialists providing advice to advisers and their clients on SMSF, super, tax, social security and aged care.