Lithium

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dan_s
Posts: 37329
Joined: Fri Apr 23, 2010 8:22 am

Lithium

Post by dan_s »

I am EXTREMELY BULLISH on the Power Storage market. EVs are only part of the story; the home market for power storage (rechargeable batteries in your attic or basement) is HUGE. Solar panels and windmills must feed their electricity into a power storage unit.

This is why I am looking at more lithium and graphite companies. We are going to need a hell of a lot of these minerals to meet demand for rechargeable batteries.
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Lithium, as most investors know by now, is the white powder that is crucial to powering the future in the form of Lithium-ion batteries. The material is in high demand thanks to automakers like Tesla and others who are looking to double or even triple EV (Electric Vehicle) production over the next few years.

In fact, majors like Tesla and Volkswagen will do a lot more than just double or triple in the next few years because they’re starting from a small base. Tesla hopes to sell 500k EVs in 2018 and 1 million EVs in 2020. Volkswagen expect 2-3 million sales in 2025.

In March of 2016, Elon Musk (Tesla’s CEO) stated, “In order to produce half a million cars a year… we would basically need to absorb the entire world’s lithium- ion production.”

The Wall Street Journal backed this too stating, “Tesla and other electric-vehicle makers are swallowing up lithium for its use in lithium-ion batteries that power electric cars.”

Goldman Sachs has taken things even further in their detailed report on Lithium declaring that lithium is "the new gasoline” saying “We think Lithium ion batteries will help fuel a dramatic increase in electric vehicle penetration,” according to Bob Koort, head of Industrials and Materials research, Goldman Sachs Research.

Read: http://lithium-news.com/2017/12/08/as-t ... is-sector/
Dan Steffens
Energy Prospectus Group
dan_s
Posts: 37329
Joined: Fri Apr 23, 2010 8:22 am

Re: Lithium

Post by dan_s »

We sampled a group of early participants in lithium. These are junior exploration or mining companies advancing lithium projects. They all saw major gains after structuring financing and advancing interests in lithium:

Lithium X – 529% gain – after announcing acquisitions next to Albemarle Corp. (the world’s leading producer) and advancing two projects in Argentina.

Nemaska Lithium – 329% gain – after announcing capital raises and making headway on lithium plant operations in Quebec.

Millennial Lithium – 345% gain – after entering reaching option agreements on Argentinean lithium operations and capital structuring.

Between all three, that’s an average gain of over 400%.
Dan Steffens
Energy Prospectus Group
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