Category: Lithium
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Lithium Ionic (LTH.C): Walking a well-trodden path in Brazil’s big lithium region
If you’ve been around mining long enough, you know how these things work: one company makes the big discovery, proves a new region works, then suddenly the whole district lights up. A few years back, Sigma Lithium (SGML.V) did exactly that in Brazil’s Minas Gerais state. The market watched a tiny company with some sweaty…
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The Hot Hand: Mo Elsaghir’s long list of winners – EMO, SOMA, IPO, LTH, and more
After a decade-plus talking about public companies, one of the hardest things for me to do on an ongoing basis has been to steer clear of easy short term wins that leave a bad taste over the long haul. The public markets rise and fall, and some companies on the markets are both winners AND…
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15 mining explorers that are interesting right now, and why
A year ago, we set to work on an artifical intelligence-based platform that could take public company documents and filter them to quickly determine detailed information about companies – specifically mining explorers – and the people, money, and projects behind them. We used this platform in the months since for our own research as we’ve…
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Lithium Ionic (LTH.V): Advancing project fast in Brazil’s spod-lithium belt
Lithium Ionic (LTH.V) is positioning itself as Brazil’s next major lithium producer, and that’s not just a tagline — they’re making meaningful strides. With strong economics at their flagship Bandeira project, rapid resource growth, and an ESG strategy aligned with global standards, the pieces are falling into place. But as with any pre-production story, there…
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Saga Metals (SAGA.V) is back with radar buzz – early, but active
Let’s get one thing out of the way first: we were early on SAGA Metals (TSXV: SAGA). Before the stock listed, before the drill hit ground, before anyone could pronounce “vanadiferous titanomagnetite” without pulling a muscle, we were writing them up. We saw the value in a project with scale, near-term drillability, and strong proximity…
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Saga Metals (SAGA.V): There’s a lot of there there, but the story is told in a vacuum
Back almost a year back, I told readers about a then-private company looiking to go public that I thought was a banger in the making. Saga Metals (SAGA.V) had three prongs as a resource explorer, each with value by themselves but a nice combo when put together. One prong was their uranium project, being pushed…
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Volt Lithium Corp (VLT.V): Zeroing in on production without exploration spend/risk
A month ago I heard a pitch in a small boardroom in Vancouver. The room was packed to the gills with money guys, brokers, and dealmakers. And William McClain. Anyone who can read can go research Volt Lithium (VLT.V), the company that was pitched that day, but the reports you find online won’t tell you…
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Lithium Ionic (LTH.V) is up 50% in 3 months, and is moving toward production
On August 30 this summer, we posted a story about a resource explorer called Lithium Ionic (LTH.V), in which we said: Lithium Ionic isn’t out there asking investors to help them finance a drill hole in the hope they’ll find something. They found something. They’ve got something. We then made the case for LTH being a…
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Saga Metals (SAGA.V) investors get a mature resource explorer with a ‘weak hands’ discount
We’ve been talking about Saga Metals (SAGA.V) since before it was a public company and it has deserved everyt rose we tossed its way. Your standard junior mining explorer has one property it hopes to stick a hole in one day, maybe another in the bottom drawer that it’s already tried and failed on that…
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Saga Metals (SAGA.V): Four green energy metal deals in one legit play
You know what the worst thing is about investing in a junior energy metals explorer? The fact that, no matter which metal you choose to focus on, for half the year you’ll be in fashion, and the other half you won’t. Think about lithium plays – last year lithium took a nice big run at…
