With Q3 2017 coming to a close, we thought we’d look back on the quarter, since it has certainly been a great one for existing and potential lithium producers. Many of the names, particularly the non-Aussie producers in the space were already enjoying a great year coming into July. But that was nothing compared to… Continue reading Q3 Lithium Rally
It was a busy and exciting week within the Lithium world! We’re excited to bring you all the latest and greatest here: Green car reports wrote an interesting piece debating whether a country as large as China could successfully transition into an all EV market. Read the full article here. Segue Resources released interesting… Continue reading Weekly News Recap
This past week was one of the busiest weeks in the Lithium & Electric Vehicle Space that we can recall. As a result, we’ve broken our summary and analysis into two sections, Electric Vehicle Updates and Lithium Company News! Electric Vehicle Updates: The highlight of the week belongs to VW’s CEO who “vowed” to offer… Continue reading The Lithium Spot Weekly News Recap
Background: The Lithium market has historically been an exciting investment opportunity since it has been dominated by a classic Oligopoly structure. An oligopoly is where a market is controlled by only a few companies. Oligopolies usually make for exciting investment opportunities since they often come with preferable pricing for their products and thereby strong… Continue reading The Lithium Cartel
It was a busy and exciting week within the Lithium world! We’re excited to bring you all the latest and greatest developments from the past week here: Major auto-makers join the budding Formula E circuit as pressure grows to ramp up electric-car development. Read the full story here. Bloomberg released another article about potential… Continue reading Weekly News Update – Governments Hop on the Bandwagon
Price (as of close, 9/6/17): A$.165 We believe that Altura, Ticker: AJM (ASX) or ALTAF(OTC), is one of the more undervalued Lithium stocks. In the following post, we strive to present our analysis on the the company and our outlook for the stock. Investment Thesis Altura Mining is an under-followed miner that is targeting production… Continue reading Altura Mining- Lithium in the Rough?
It was a busy and exciting week within the Lithium world! We’re excited to bring you all the latest and greatest here: There were many electric vehicle updates. Some of the most exciting ones were as follows: BMW’s mini generated a lot of buzz. Cummins announced a heavy duty electric truck which… Continue reading Weekly News Update – The EV Craze Continues
Orocobre reported results yesterday and Mr. Market, in the words of famous value investor Benjamin Graham, was very pleased! The stock was up over 14% as a result. We’d like to give our readers some of our high level thoughts after reviewing their announcement: The first item which stood out to us, was that… Continue reading Orocobre Earnings Summary