Lithium

Re: Lithium

Postby greenhoney » Fri Mar 19, 2010 5:00 pm

investar, you didnt mince your words when you say its a speculative stock! they havent even found out how many hundred tonnes of deposits they expect to have!
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Re: Lithium

Postby investar » Fri Mar 19, 2010 7:17 pm

Yes greenhoney:

Very speculative, so only suitable for a small part of a portfolio!
Nonetheless, I find this stock interesting for multiple reasons:

-Lithium!
-positive sample results from their exploration programs
-Location of the geopolitically safe and mining friendly Nevada jurisdiction; + near proven lithium-brine projects in Argentina
-Management team
-it might attract a merger proposal from another brine player wishing to gain more heft

In my opinion, it has the potential to run fastly on renewed "hype/lithium bonanza"...
41.2M shares; MC of 22M CAD => Of course I should admit that this is a risky play!
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Re: Lithium

Postby greenhoney » Sat Mar 20, 2010 9:24 am

with the current motor trend for pure hybrid/hybrid and electric cars i am quite certain lithium will go along way in the future.

my take is that this battery tech is not 100% accepted yet and the japanese is giving this a tough fight. as the prius is using nickel batteries and since the japs have a head start in this industry, we do not know which battery will emerge the winner lithium vs nickel?

this war started with digital camera in which the japanese lost and nokia (hence lithium) won causing the japanese no almost no stake in the battery tech. do check out AXPW.OB where they are using our standard lead acid battery as energy source! this company is still losing money though!
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Re: Lithium

Postby investar » Tue Mar 30, 2010 8:22 pm

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Re: Lithium

Postby winston » Thu Sep 20, 2012 4:50 am

The “Oil Of The 21st Century” Is On The Verge Of Taking Off

By Nathan Slaughter

I’m talking about lithium, the battery maker’s best friend. You probably have some of this metal within arm’s reach of you. If you own an iPod or iPad, you definitely do.

Lithium is the central ingredient used to manufacture lithium-ion batteries.

Just within the Apple (Nasdaq: AAPL) family, lithium batteries are used to power iPads, iPods and iPhones. And the MacBook Pro line of laptops uses advanced lithium-polymer batteries that are ultra-slim and capable of running 10 hours on a single charge.

All told, the global production of handheld lithium batteries rose 27% last year to 3.9 billion units. And this year, the total is expected to climb to 4.5 billion units.

Now, you may be thinking lithium’s already seen its hey-day. After all, Apple can only sell so many more iPhones and iPads. The developed world has been exposed to high-tech consumer electronics for a few years now.

But electronic gadgets are just one of the sources of demand for lithium.

Here’s what really excites me: The average cell phone contains just one-tenth of an ounce of lithium; the average laptop computer about one ounce.

By contrast, a plug-in hybrid car, which runs on gasoline and electricity, will need 20 pounds of lithium materials. That’s 320 times more than a laptop and 3,200 times more than a phone.

That’s why I call it the oil of the 21st century. Before long it is going to power hundreds of thousands of vehicles across the globe.

Let me explain…

Data shows that expansion into hybrid and electric cars will be the biggest demand driver for lithium. The global lithium-ion transportation battery industry will soar more than 800%, from revenue of $878 million in 2010 to $8 billion by 2015, according to market-research and consulting firm Pike Research.

These are some big numbers. Anytime you see revenue measured in millions moving to revenue in the billions, something big is happening…

Source: Yolo Hub

http://www.yolohub.com/trading/the-oil- ... taking-off
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Re: Lithium

Postby winston » Mon Jun 29, 2015 8:26 am

Where Electric Vehicle Sales Are Heading (And How to Profit)

by Anthony Summers

Source: The Oxford Club

http://www.investmentu.com/article/deta ... ZCEndKqqko
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Re: Lithium

Postby winston » Wed Jul 15, 2015 8:19 pm

China’s Sloppy Battery Industry Threatens Global Gadget Supply Chain

Airlines are increasingly wary of taking fire-prone lithium ion batteries as cargo

By Cindy Drukier

Source: Epoch Times

http://www.theepochtimes.com/n3/1421555 ... campaign=1
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Re: Lithium

Postby winston » Sat Oct 10, 2015 5:19 pm

The Battery Wars Have Begun

BY ANDREW GORDON

Source: Early Investing

http://earlyinvesting.com/elon-musk-lit ... ?src=email
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Re: Lithium

Postby winston » Mon Oct 19, 2015 8:12 pm

A "Stealth" Bull Market Is Brewing in This Rare Metal By Matt Badiali

There's a bull market starting in one corner of the natural resource space.

And it could make early investors a lot of money…

Lithium likely isn't on your radar. But it's quickly becoming a critical metal. It's used to make batteries in electronics like tablets and smartphones, and even in electric cars.

In short, if you want to make a tiny, long-life battery, you pretty much have to have lithium. Without lithium-ion batteries, the electric cars today – like the Chevrolet Volt, or the fancy Tesla sedans – can't exist.

According to research by Roskill Information, a commodity data provider based in the U.K., world consumption of lithium grew 11% per year from 2010 to 2014, and that rate should continue through at least 2017… thanks to rechargeable batteries. And the demand for these batteries is increasing rapidly…

The U.S. Energy Information Administration (EIA) says that in 2012, electric vehicles made up just 0.02% of the world's total passenger cars. There were roughly 180,000 on the road. By 2020, there will be 20 million electric cars on the road. China will lead the world in new electric cars, followed by the U.S., Japan, and Spain.

Tesla plans to build a "gigafactory" outside of Reno, Nevada to keep up with the demand for electric cars. It's scheduled to churn out 500,000 electric cars per year by 2020. That's going to require a lot of new lithium for batteries.

Because of the surge in lithium batteries, lithium demand is expected to increase 30% per year through 2020, according to data provider SignumBOX. Demand is increasing so much that it's outpacing supply.

World production of lithium rose from 37,400 tons in 2013 to 38,640 tons in 2014. That's about a 5% increase… not nearly as fast as demand. And the three largest producers have not expanded mine capacity fast enough to support projected demand.

You see, lithium is found mostly in basin "brines." The metal comes from salts that leach out of rocks and are deposited in the basins. As the water dries, the lithium salt is left as a deposit. Roughly 70% of mined lithium comes from these basin brines. The other 30% comes from more traditional hard rock mines.

Brine mining is more difficult, but there are few high-quality hard rock deposits in the world.

The market is so tight that Tesla is buying lithium from mines that aren't even built yet. In August 2015, the car maker signed a deal with Bacanora Minerals for lithium from an unbuilt mine in Mexico. In September 2015, Tesla signed another deal with Pure Energy Minerals for future lithium from its Nevada brine project.

As you would expect, rising demand is driving prices higher. For example, the price of one ton of lithium carbonate (the most common form of lithium used in batteries) delivered to China is up 30% since June 2011.

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According to the analysts at Citibank, lithium carbonate prices will rise even more over the next two years, peaking around $7,000 per ton in 2017.

The biggest beneficiaries of higher lithium prices will be lithium miners. The Global X Lithium Fund – a collection of stocks in the sector – is up more than 15% from its August 2015 bottom. This fund should head higher as lithium demand increases.

However, this fund doesn't just hold lithium miners. It also holds lithium-battery producers – like giants Panasonic and Tesla.

It's hard to find a pure lithium investment today. You could buy one of the miners Tesla has signed an agreement with, but they don't have any production yet. That's too much risk for most investors.

The best way to gain exposure to lithium is by owning one of the bigger specialty metals companies like FMC Corp. (FMC) or the Chemical and Mining Co. of Chile (SQM).

While lithium isn't a huge part of their revenues, the rising price will benefit these companies. For example, FMC just announced it will raise the prices of most of its lithium products by 15% starting October 1.

If you want to profit from the uptrend in lithium prices, start with FMC and SQM.

Source: Growth Stock Wire
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Re: Lithium

Postby winston » Mon Nov 16, 2015 8:42 am

Huawei Develops New Lithium-Ion Batteries That Charge Crazy Fast, Possibly Ten Times As Quick As Normal Batteries

by Bertel King, Jr.

Source: Android Police

http://www.androidpolice.com/2015/11/13 ... batteries/
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