April 25, 2018 We had a recent conversation with a sell side analyst at a major bank about what makes a good business or industry, covering examples from tech to oil. When talking about commodities, we agreed that it’s a tough business to be in, because in the long run, the only competitive advantage available… Continue reading Is Lithium Just Another Commodity?
April 4, 2017 It’s been a few weeks since our last update, and a lot has happened since. Let’s take a look at some of the bigger news stories that affected the lithium space from an investment perspective. Orocobre's CEO Shuffle- Starting with news that just came out within the last 24 hours, Orocobre CEO… Continue reading Orocobre’s Shakeup , Tawana’s Merger, and India’s EV Push
April 11, 2018 Last week, Nemaska Lithium announced that Softbank will be taking a 9.9% stake in the company. After a long wait and tremendous uncertainty over whether the company would raise the necessary capital to bring their potentially large scale, low cost lithium project online, this is a seemingly huge endorsement for the company… Continue reading Masayoshi Son’s Lithium Vision
April 5, 2018 Tawana Resources announced that they are merging with their JV partner, Alliance Mineral Assets. According to the announcement, it will be a 50/50 split in the merged entity for shareholders of each company. We’ve been saying for quite some time that we believe consolidation activity will be a major theme for 2018… Continue reading Implications of the Tawana Alliance Merger
April 2, 2018 We recently conducted a poll on twitter (shown below) to gauge sentiment among our followers. The lopsided results intrigued us enough to warrant a post on the continued market selloff. We’ve spoken extensively on the selloff and its causes, but we want to assess where the market is, and how investors are… Continue reading Buy the Dips, Readers Say