Everything you need to know about investing in the Lithium Boom.
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
March 29, 2018 Instead of doing our usual news update, we decided to switch things up this week. As an eventful and volatile quarter comes to a close, we think it would be helpful for readers if we went over the major news items and events that affected the lithium space. SQM/Corfo Deal By… Continue reading What a Crazy Quarter!
March 26, 2018 Without the twitter and online-forum fan clubs that come with being a public lithium company these days, Sigma Lithium Resources has quietly been progressing a high-quality lithium project in Brazil. The project, which previously belonged to Australian Sons of Gwalia (prior owners of Greenbushes), has 9 historical lithium mines, and over 200… Continue reading Sigma Lithium: Flying Under the Radar
Over the last two weeks, there hardly went a day without a major announcement in the Lithium industry or the Electric Vehicle (EV) space - which is the main driver of Lithium Demand. Here, we catch you up on the all the latest stories to hit the news. Breaking as we are releasing this news… Continue reading Catching Up On All The Lithium News
March 19, 2018 A lot has been made over the past few days about potential takeover speculation surrounding Altura Mining (ASX: AJM OTC: ALTAF). Since Wednesday, AJM stock is up 23% and the twitterverse has been very active debating the takeover talks. The company also put out a press release addressing the speculation, confirming that… Continue reading Acquiring Altura
About two weeks ago, CATL (the largest battery maker in China) purchased a very large stake (36.6M shares) in North American Lithium (NAL) making it a controlling stakeholder (over 90%). We first heard about this investment when we had attended the PDAC conference in Toronto two weeks ago. It was already big news then and… Continue reading What’s Happening Up North? Our Canadian Lithium Market Update
March 13, 2018 Summary: We were one of the first to call that Consolidation is on its way in our 2018 outlook. Since then, many sites and analysts have also predicted it will happen. This following article is the first of a multi series focus on consolidation in the lithium space. Background: … Continue reading Consolidation Part I