Tag: lithium
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![I’ll tell you what’s next: Lithium is roaring its engines as China starts acquiring]()
I’ll tell you what’s next: Lithium is roaring its engines as China starts acquiring
What’s next? As Chinese acquirers loom, I’m picking lithium. Chatting with folks at the 2018 Vancouver Resource Investor Conference this weekend, the hot topic on everyone’s lips was, “what’s next, when weed collapses?”. Granted, some people were only doing the first two words, as the idea of a weed collapse has some looking for the feinting…
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American Potash (AMP.C) doubles as bigger neighbours climb aboard
In every area play, there are big players, small players, and ‘me too’s. You can see this in action over in the Patterson Lake uranium plays, where the map is a checkerboard of gerrymander-like shapes and chunks, with some big big swathes and others tiny strips that likely contain no more eight trees and a…
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Quantum Minerals (QMC.V) is a straight up Moneyball pick
There are several different kinds of resource investor out there and none of them are right. There’s the drill results guy, who goes in before the drills do and plays for a good results call in a month or two. There’s the run-to-production guy, who only goes in once those drill results have been proven.…
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Inside Nano One Materials’ (NNO.V) high tech pilot plant
I get it, you’ve heard of Nano One Materials (NNO.V) and you know they’ve promised they have tech that makes battery metals processing cheaper, better, smarter, stronger, faster, sexier, a more tender lover, a dab hand with a hammer, more likely to be chosen valedictorian, and a sure-fire future favourite of Tesla. The market has…
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The lithium-ion battery primer: How to invest in what’s next
A week ago, when I hosted a Cambridge House Vancouver Resource Investment Conference panel on the lithium business, you couldn’t get a seat at the event for love or money. They were crammed into the back of the room and beyond, to see execs from companies like Lithium-X, Neo Lithium, Millenial Lithium, and Iconic Minerals…
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LiCo Energy Metals (LIC.V) leads the next lithium wave with big double acquisition
Lithium investors, stuff’s about to get real. Literally. In early 2016, lithium went on a hype spike. We watched lithium companies come and go, we saw little guys get big, and big guys get huge, we saw deals that went nowhere and the staking of desert nothingness and companies switching from one metal to the…
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ALIX RESOURCES (AIX.V): Lithium is still a thing, you know
Let’s talk lithium. No, YOU shut up. For real, what a difference a few months makes. You guys couldn’t get enough of lithium in February, with company after company roping off whatever dried river bed they could get their hands on so they could claim they would be Tesla’s houseboy going forward. Anything Frank Giustra…
