drbubb Posted January 16, 2017 Report Share Posted January 16, 2017 The Lithium Thread (etf: LIT) LIT etf ($37.29) +Top 3: ALB ($87, 233%), SQM (35.21, 94%), w/MALRY (33.25, 89%) Best Lithium Stocks of August 2024 ( LIT etf: $37.29, R: 36.89 to 64.53 ) Stock (Sym.) MktCap: Last : PER : Yield: B.V.: % BV: Db/Eq: Albemarle Corp. (ALB) $14.6B: 86.99: n/a : 1.86% 76.47 114.%: 31.9%: Soc. Quimica... (SQM) $13.4B: 35.21: 25.6: 3.88% 16.28 216.%: 96.1%: Mineral Res. Ltd. (MALRY) $ 9.9 B: 33.25: 26.2: 1.54% 20.35 163.%: 123.% Ganfeng Lithium (GNENF) $8.7 B: $1.97: 13.0: n/a : 24.05 8.19%: 49.2%: Pilbara Minerals. (PILBF) $7.5 B: $1.80: 5.94: n/a : $1.07 168.%: 18.0%: Arcadium Lithium (ALTM) $4.8 B: $2.86 n/a : n/a : $5.75 49.7%: 9.17%: Sigma Lithium (SGML) $1.7 B: $9.75 n/a : n/a : $1.86 524.%: 135.%: : ===== Good move up in Lithium over the last 2 years - so it is time to start a new thread http://www.rockstone-research.com/images/111/lithiumprice.gif . . . The US price looks different, but is also up http://www.crugroup.com/14716/15427/97980/JR_Chart_11.jpg In addition, there is actually an ETF dedicated to investing in lithium related companies: Global X Lithium ETF / LIT ... All-data : 5-yr : 2-yr : 6-mo / 10-d / composition: 15 stocks (94.5%) : 8/28: $33.09 Up to 2017... Likely resistance at LIT- $28 and $32, if we get there > Old Lithium thread: xx Link to comment Share on other sites More sharing options...
drbubb Posted January 16, 2017 Author Report Share Posted January 16, 2017 Near $4,500, prices now should be ahead of costs for many companies http://www.nanalyze.com/app/uploads/2015/08/Lithium_Supply_Cost.jpg > source: http://www.nanalyze.com/2015/08/dont-invest-in-lithium-mining-companies/ Here are a few of the lithium mining companies included in the Global X Lithium ETF: Sociedad Quimica y Minera (SQM), FMC Corp (FMC), which underwent an 30% expansion in their lithium division in 2012. Talison Lithium Ltd. (TSX: TLH), a leading producer of lithium with projects in Australia and Chile. > more: Following the tough year, lithium stocks saw a mixed year through 2012. A look at a chart of the most recognizable names in the business — China BAK, Exide, Johnson Controls, Maxwell Technologies, etc. — illustrates this perfectly: Lithium co's: CBAK, ENS, XIDE, KI, ACPW, MXWL, ULBI Updated charts: 2016 Update : LIT vs. List-1. LIT etf versus List#1: ULBI, MXWL, CBAK, KI, ENS / missing: Xide, Acpw Update : LIT vs. List-2. LIT etf versus List#2 : Lithium Miners: Albemarle (ALB), FMC, SQM - produce 90% of World's Lithium The price rise in Lithium Carbonate is giving incentive to open new mines Link to comment Share on other sites More sharing options...
drbubb Posted January 16, 2017 Author Report Share Posted January 16, 2017 Albemarle (ALB) ... All-data : 10-yrs : 5yr : 2yr : 6mos : 10d FMC Corp. (FMC) ... All-data : 10-yrs : 5yr : 2yr : 6mos : 10d Sociedad Quimica y Minera (SQM) ... All-data : 10-yrs : 5yr : 2yr : 6mos : 10d A Lithium Gamble That Could Win Big for Tesla | Fortune.com fortune.com/2016/03/29/lithium-tesla-mine-nevada/ Mar 29, 2016 - Tesla wants a supply of lithium to fill enough batteries to power 500,000 .... Additionally, because the lithium mining industry is dominated by just a few .... Pure Energy Minerals's shares are currently trading around 69 cents, ... Link to comment Share on other sites More sharing options...
jerpy Posted August 28, 2017 Report Share Posted August 28, 2017 On 1/16/2017 at 2:29 PM, DrBubb said: Albemarle (ALB) ... All-data : 10-yrs : 5yr : 2yr : 6mos : 10d FMC Corp. (FMC) ... All-data : 10-yrs : 5yr : 2yr : 6mos : 10d Sociedad Quimica y Minera (SQM) ... All-data : 10-yrs : 5yr : 2yr : 6mos : 10d A Lithium Gamble That Could Win Big for Tesla | Fortune.com fortune.com/2016/03/29/lithium-tesla-mine-nevada/ Mar 29, 2016 - Tesla wants a supply of lithium to fill enough batteries to power 500,000 .... Additionally, because the lithium mining industry is dominated by just a few .... Pure Energy Minerals's shares are currently trading around 69 cents, ... Big moves in FMC and SQM so far this year, riding rockets, maybe not too late with ALB that has some catching up to do. Link to comment Share on other sites More sharing options...
drbubb Posted August 29, 2017 Author Report Share Posted August 29, 2017 On 8/29/2017 at 3:44 AM, riggerbeautz said: Big moves in FMC and SQM so far this year, riding rockets, maybe not too late with ALB that has some catching up to do. Makes sense, given the leap in LIT. the Lithium etf Global X Lithium ETF / LIT ... All-data : 5-yr : 2-yr : 6-mo / 10-d / composition: 15 stocks (94.5%) : 8/28: $33.09 Link to comment Share on other sites More sharing options...
drbubb Posted November 20, 2017 Author Report Share Posted November 20, 2017 Lithium is still strong - near $40 LIT / Lithium etf ... update = Link to comment Share on other sites More sharing options...
drbubb Posted November 24, 2017 Author Report Share Posted November 24, 2017 Canadian Lithium companies Nemaska Lithium / TSX NMX / Canada / Lithium : C$672M - Last: C$1.78 ... 5yr : 2yr : Avalon Advanced Materials / CA:AVL Canada / Lithium : C$23.7M - Last: C$0.12 ... 5yr : 2yr : International Lithium Corp / CA:ILC Canada / Lithium : C$16.2M - Last: C$0.18 ... 5yr : 2yr : Link to comment Share on other sites More sharing options...
drbubb Posted November 25, 2017 Author Report Share Posted November 25, 2017 Featured News... Premier positioning in Lithium Triangle xx Link to comment Share on other sites More sharing options...
jerpy Posted November 27, 2017 Report Share Posted November 27, 2017 Featured News... Premier positioning in Lithium Triangle Was a good time to announce the private placement after the Arizaro project confirmed Lithium at depth eh. Link to comment Share on other sites More sharing options...
drbubb Posted November 28, 2017 Author Report Share Posted November 28, 2017 An unconventional lithium play with vast potential image: http://www.stockhouse.com/getattachment/a122021e-c76c-4c09-b9a9-3906ed97b7ad/s-1.jpg 1. Introduction After watching prices of lithium products soar at the end of 2015 and the beginning of 2016 on the back of a starting paradigm shift from internal combustion engine (ICE) powered vehicles towards electric vehicles (EV) needing lots of lithium-ion batteries, and seeing these prices consolidating as the first hype wore off, it seems more and more likely that the EV movement isn't going anywhere soon. Large manufacturers and countries with huge potential markets like China are steering towards a EV dominated market in the not too distant future, and statements like this have initiated a second frenzy towards lithium products. It looks like the paradigm shift is here to stay, and EV will actually be the new reality. As lithium product prices are going up again as demand further increases, so do almost all lithium mining companies, and it looks like a good moment for a new junior like Cypress Development Corp. (CYP:TSX.V) to join the party. The company is looking to explore and develop two large and promising claystone projects in Nevada, both adjacent to Albemarle Corp.'s (ALB:NYSE) lithium brine operation, under the guidance of strong management. Although my first reaction to the story was an old mining adage: "when it's clay, go away," as clay often causes recovery issues, ==Read more at http://www.stockhouse.com/opinion/independent-reports/2017/11/28/an-unconventional-lithium-play-with-vast-potential#L7BdQ4jhdZjpPkTR.99 Link to comment Share on other sites More sharing options...
drbubb Posted February 25, 2019 Author Report Share Posted February 25, 2019 Lithium stocks are all much cheaper now - Some could be interesting NLC / Neo Lithium ... update : 10d / Last $0.58 The arrival of a pilot plant adds to the already brisk pace of what a Canaccord Genuity report described as "the best undeveloped lithium brine project globally." Neo Lithium Corp. (NLC:TSX.V) successfully brought to Catamarca, Argentina, the pilot plant for its Tres Quebradas (3Q) lithium brine, adding a new milestone to a project characterized by its brisk pace, according to a February 14 research report by Canaccord Genuity analyst Eric Zaunscherb. Zaunscherb reiterated his speculative buy rating for Neo Lithium and also a target price of CA$2 per share. Neo Lithium's pilot plant arrived at the Argentinian province of Catamarca without delays or issues at customs. Engineers are currently reassembling the plant. The management intends to have it fully operational by the end of this month, Zaunscherb explained. The aim of Neo Lithium's 3Q project is to produce high-grade lithium carbonate from its brine reservoir complex in Catamarca. "The 3Q project, in our view, is the best undeveloped lithium brine project globally based on grade, chemistry and scale," Zaunscherb highlighted. The arrival of the pilot plant is the most recent of the project's "brisk pace" development, according to Zaunscherb's report. Before the arrival of the plant, Neo Lithium completed the first environmental license renewal of the project. The provincial government of Catamarca issued the environmental license, a requirement for the exploration and the development of the 3Q's lithium brine. The license must be renewed every two years. Neo Lithium plans to complete the prefeasibility study of the project during the first quarter of 2019, explained Zaunscherb. Read more at https://stockhouse.com/opinion/independent-reports/2019/02/22/argentina-lithium-project-reaches-new-milestones#6AVOvE2MrUquiPDT.99 Link to comment Share on other sites More sharing options...
jerpy Posted February 26, 2019 Report Share Posted February 26, 2019 Keep an eye on LAC for next year. http://www.lithiumamericas.com/ Used to trade them under Western Lithium days but missed the spike 12 months or so back as had given up on lithium plays. The near term projects are interesting for me. Link to comment Share on other sites More sharing options...
drbubb Posted September 26, 2019 Author Report Share Posted September 26, 2019 lithium stocks correlate with copper stocks, and tmv (bear on rates) too lit -etc ... 3-yr : fr. 9/25/2016 : 10d / Lit: $24.21, Fcx: $10.00, Tmv: $10.56 : 10d / Global X Lithium ETF / LIT ... All-data : 5-yr : 2-yr : 6-mo / 10-d / Link to comment Share on other sites More sharing options...
drbubb Posted November 24, 2019 Author Report Share Posted November 24, 2019 China Pops Electric Car Bubble By Slashing Subsidy Program, Weighs On Lithium Prices "...major subsidy cuts for new energy vehicles, the recovery of production and sales is still limited." LIT / Lithium stock etf ... all-data / Last: $25.06 NLC / NeoLithium -etc ... 3yr : 1yr : 6mo / Last: C$0.49 Link to comment Share on other sites More sharing options...
jerpy Posted November 24, 2019 Report Share Posted November 24, 2019 On 2/26/2019 at 5:50 AM, jerpy said: Keep an eye on LAC for next year. http://www.lithiumamericas.com/ Used to trade them under Western Lithium days but missed the spike 12 months or so back as had given up on lithium plays. The near term projects are interesting for me. LAC on a long downward slide I can’t see reversing until the back end of 2020 Link to comment Share on other sites More sharing options...
jerpy Posted February 6, 2020 Report Share Posted February 6, 2020 So there were some decent spikes on lithium miners Monday, I’ve been tracking a few all week. Most eased back a chunk of the gains. However, next time somewhere like the U.K makes a significant announcement on car control plans, like the 2035 date published last weekend, I have a list of contenders to jump on. Top of it is Galaxy (ASX:GSY) who gained 17% on Monday. Link to comment Share on other sites More sharing options...
webmaster Posted May 27 Report Share Posted May 27 LITHIUM - Too Early, says Rick Rule In this video, RR says it is too early to buy Lithium/ He says it may be 2026, before it is sufficiently hated, to be a Buy. 'As a contrarian investor, there's nothing I love as much as hate' - Rick Rule on beaten down metals 'As a contrarian investor, there's nothing I love as much as hate' - Rick Rule on beaten down metals Link to comment Share on other sites More sharing options...
webmaster Posted August 4 Report Share Posted August 4 LIT etf ($37.29) +Top 3: ALB ($87, 233%), SQM (35.21, 94%), w/MALRY (33.25, 89%) Best Lithium Stocks of August 2024 ( LIT etf: $37.29, R: 36.89 to 64.53 ) Stock (Sym.) MktCap: Last : PER : Yield: B.V.: % BV: Db/Eq: Albemarle Corp. (ALB) $14.6B: 86.99: n/a : 1.86% 76.47 114.%: 31.9%: Soc. Quimica... (SQM) $13.4B: 35.21: 25.6: 3.88% 16.28 216.%: 96.1%: Mineral Res. Ltd. (MALRY) $ 9.9 B: 33.25: 26.2: 1.54% 20.35 163.%: 123.% Ganfeng Lithium (GNENF) $8.7 B: $1.97: 13.0: n/a : 24.05 8.19%: 49.2%: Pilbara Minerals. (PILBF) $7.5 B: $1.80: 5.94: n/a : $1.07 168.%: 18.0%: Arcadium Lithium (ALTM) $4.8 B: $2.86 n/a : n/a : $5.75 49.7%: 9.17%: Sigma Lithium (SGML) $1.7 B: $9.75 n/a : n/a : $1.86 524.%: 135.%: : ===== Link to comment Share on other sites More sharing options...
Recommended Posts
Create an account or sign in to comment
You need to be a member in order to leave a comment
Create an account
Sign up for a new account in our community. It's easy!
Register a new accountSign in
Already have an account? Sign in here.
Sign In Now