May 21, 2019 Price (as of close today): $104.07 Back in July, we published our thoughts on Albemarle Corporation (ALB), outlining why we believe the stock is a good buy for anyone interested in the lithium space. The stock subsequently ran up to $145 per share before selling off (along with the rest of the… Continue reading Revisiting Our Long Albemarle Thesis
May 14, 2018 Our readers know that we like Pilbara Minerals (PLS) as a company and as an investment. Managing Director Ken Brinsden has done a great job progressing their Pilgangoora Lithium Project to date and is expecting to commence production later this year, with the first concentrate delivery expected by late Q22018. While we’ve… Continue reading Pilbara Minerals: Ready for Takeoff
March 26, 2018 Without the twitter and online-forum fan clubs that come with being a public lithium company these days, Sigma Lithium Resources has quietly been progressing a high-quality lithium project in Brazil. The project, which previously belonged to Australian Sons of Gwalia (prior owners of Greenbushes), has 9 historical lithium mines, and over 200… Continue reading Sigma Lithium: Flying Under the Radar
October 5, 2017 Lithium Americas is one of the more followed potential new entrants to the lithium industry. Over the last couple of months, the stock has been on a wild ride, rising over 100%, and now pulling back 20% from the highs. While we were hoping to get this analysis out when the stock… Continue reading Lithium Americas- The Hype is Real
September 7, 2017 Price (as of close, 9/6/17): A$.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… Continue reading Altura Mining- Lithium in the Rough?
July 25, 2017 Current Price (as of close on 7/24/17): $118.60 While there are many sound investments in the Lithium space, we believe Albemarle is a great way to invest in the lithium boom while exposing funds to less risk (Some of the Junior miners that we like and will be covering in subsequent posts… Continue reading Albemarle: The Lithium Juggernaut