Summary: SQM, one of the leading Lithium producers in the world, reached a deal with the Chilean Government to dramatically increase their production. The increase in production will be felt throughout the industry for the next 5-10 years. Lithium stocks sold off heavily due to fears that oversupply would hit the market. SQM’s… Continue reading SQM’s New Deal & The Lithium Market Sell Off
It was another busy week in the Lithium and EV industry. Luckily, we’re here to recap all of the relevant news items for you: CES 2018. Last week's headlines were dominated by CES 2018 in Las Vegas. Here are a few of the EV related news items: Kia announced that By 2025, they will adopt… Continue reading CES 2018, America, and the Autos!
Having trained under the budding value investing program at Fordham Gabelli School of Business, we are proud to think of ourselves as value investors. We look for companies which have strong earnings potential, great management, strong resources, and numerous upcoming catalysts, with “Mr. Market” not fully incorporating these attributes into the market price. We like… Continue reading 4Q17: 4 Value Investing Takeaways
Lithium investors should be hoping the price of oil continues to rise and here’s why. Current Oil prices have reached their highest point since the end of 2015 settling in around ~$63 dollars (USD). According to a number of new online pieces, oil prices could potentially reach ~$80 (USD) in 2018. Higher oil prices… Continue reading Oil Prices and Lithium?
It was another busy week in the Lithium and EV industry. Luckily, we're here to recap all of the relevant news items for you: Lithium Company News- While mining companies’ updates, press releases, and presentations can all be found in our Lithium News Feed as soon as they hit the tape, here are a few of the… Continue reading Project Updates, Consolidation, and… Cryptocurrency Mining?
Summary: Given the world's ever growing appetite for lithium, new mining entrants are turning the US to look for the next big lithium projects. A dramatic reduction in tax rates will enable projects with less economically favorable resources to compete at similar margins. The US government, led by President Trump is making a big push… Continue reading Will new policies bring Albemarle’s North Carolina mine back online?
Now that the holidays are over, it’s time to catch up on the biggest stories that have occurred over the last two weeks: The EV boom which in turn fuels the Lithium boom is best summed up in a piece by the Economic Times that stated “Car-owning households soared from 8% to 80% in… Continue reading The Post Holidays Lithium Catch Up
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, the company entered… 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