December 21, 2017 We attended an investor presentation by Kidman Resources this past week. Anyone closely following the lithium space has undoubtedly heard of Kidman over the past few months once the company signed a Joint Venture agreement with Chilean lithium major SQM. To help de-risk their lithium operation, and ensure its long term viability,… Continue reading Thoughts on Kidman Resources Presentation
With Bitcoin exploding in the charts, we thought we’d explore the topic of which was a better investment right now: Lithium or Bitcoin? Let’s start with the returns year to date- Bitcoin is up over a whopping 1600%. While lithium miners, electric vehicle manufacturers, and battery producers didn’t have quite an insane year, the LIT… Continue reading Bitcoin v. Lithium
Another busy week in the Lithium and EV space, luckily we’re here to recap it for you! Here are the biggest headlines from the past week: Legendary investor Jeffrey Gundlach believes commodities are the best buy for 2018. Bacanora Minerals released a feasibility study which valued their project at $1.25B, and estimated operating costs at… Continue reading WNU: Alibaba, Tesla Rivals, and Legendary Investors
As 2017 comes to a close, we outline some trends which we see occurring in 2018. They are as follows: Consolidation is coming! In 2018, we will see at least one additional JV from a major leading producer and we will likely see at least one purchase of another Lithium company. Consider the… Continue reading Our 2018 Outlook
Our weekly news update on the Lithium sector is here! Tesla received orders this past week from two prominent worldwide companies - Sysco foods and Anheuser Busch - for its new semi truck. As a reminder, the Lithium boom is heavily based off of demand for Lithium Ion Batteries for Electric Vehicles. Imagine what the… Continue reading WNU: Li Financings, Li 2018 Projections and New Tesla Semi Orders
As the year comes to a close, we are excited to present our major thoughts from the past year in the Lithium industry. Electric Vehicle (EV) Industry Tipping Point: For those readers just joining us in the Lithium boom, the EV industry is one which we closely follow since lithium demand is largely… Continue reading 2017 in Review
After another busy week in the lithium space, check out our summary below: Nemaska Lithium confirmed first delivery of battery grade lithium hydroxide from their Whabouchi mine concentrate. This is a great milestone, and we look forward to more positive newsflow out of them. Check out what the CEO had to say in our recent… Continue reading Displaced Oil, Best Resources, Li Milestones and more!