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Balanced Portfolio

Balanced Portfolio Recommendation: Buy – Arcadium Lithium Plc (LTM)

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Incorporating a 3% allocation to Arcadium Lithium (LTM) within our balanced portfolio represents a prudent investment strategy, given the stock’s attractive valuation relative to its sector peers. This investment opportunity is underscored by LTM’s competitive market positioning and the current undervaluation, suggesting a favorable entry point. Additionally, the stabilization of lithium prices, alongside emerging signs of recovery in the commodity market, indicates a positive outlook for lithium demand. This is particularly relevant in light of the growing electric vehicle and renewable energy markets.

Balanced Portfolio

Balanced Portfolio Recommendation: Buy Add – IPD Group (IPG)

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Buy Add – IPD Group Limited, based in Australia, specializes in distributing electrical equipment, offering various solutions under well-known brands like ABB, Elsteel, Emerson, and Red Lion. They provide services such as installation, calibration, maintenance, and more. Serving a diverse customer base including switchboard manufacturers, wholesalers, contractors, and utilities, the company has a long history since its founding in 1889 and was previously known as Alstom Industrial Products Limited before changing its name in 2006.

Balanced Portfolio

Balanced Portfolio Recommendation: Buy Worley Limited (WOR)

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Adding WOR to Balanced Portfolio with a 3% allocation. WOR is a global company headquartered in Australia is a global provider of professional project and asset services in the energy, chemicals and resources sectors. As a knowledge-based service provider, they use their knowledge and capabilities to support the customers to reduce their emissions and move towards a low carbon future.

Balanced Portfolio

Balanced Portfolio Recommendation: Buy 1.5% Liontown Resources Ltd (LTR) & Buy 2% Mineral Resources Ltd MIN

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It’s been a rocky ride for Lithium so far this year but through all the noise, we see quality buying opportunities in the space for the long term. Mining giants Gina Rinehart and Chris Ellison have long track records in running profitable mining operations in literally the most abundant mineral on the planet, Iron Ore and they are aggressively buying into the next mining boom of Lithium.

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