IGO Limited in 1 story
The narratives IGO.AX currently appears in, with its side and exposure in each.
Bull side
0 storiesNo bull-side stories for IGO.AX yet.
Bear side
1 story- Cheap Batteries Move Profits Downstream
IGO.AX in “Cheap Batteries Move Profits Downstream”
FadingExposure: not rated yetCell oversupply is crushing battery prices and transferring value to storage developers, automakers and power-system integrators.
IGO's lithium exposure through the Greenbushes mine and downstream interests makes cash flow sensitive to prolonged weakness in spodumene and lithium chemical prices.