Maksim Safaniuk/iStock via Getty Images Welcome to the April 2024 edition of the ‘junior’ lithium miner news. We have categorized those lithium miners that are not in production as the juniors. Note: Investors are reminded that many of the lithium juniors will most likely not be needed until the mid and late 2020’s to supply…
Lithium Royalty Corp. (OTCQX:LITRF) Q4 2023 Earnings Conference Call March 28, 2024 9:00 AM ET Company Participants Jonida Zaganjori – Vice President-Investor RelationsErnie Ortiz – President and Chief Executive OfficerDominique Barker – Chief Financial Officer and Head-Sustainability Conference Call Participants Eric Zhang – CitiBen Isaacson – ScotiabankDavid Deckelbaum – TD CowenMac Whale – Cormar SecuritiesBrian…
zhz_akey Welcome to the March 2024 edition of the lithium miner news. The past month saw a strong recovery in lithium prices suggesting the lithium price bear market may be over. For example, China spot lithium carbonate prices have increased by 19.9% in the past month, bouncing higher from the mid-February low. Lithium price news…
Lithium Americas (Argentina) Corp. (NYSE:LAAC) Q4 2023 Earnings Conference Call March 22, 2024 10:00 AM ET Company Participants Kelly O’Brien – VP, IRSam Pigott – President and CEOAlex Shulga – VP and CFO Conference Call Participants Joel Jackson – BMO Capital MarketsBen Isaacson – ScotiabankDavid Deckelbaum – TD CowenSanthosh Seshadri – HSBCNoel Parks – Tuohy…
D3signAllTheThings The lithium stocks are bouncing along the bottom and the recent merger between Livent Corporation and Allkem Limited to form Arcadium Lithium plc (NYSE:ALTM) could provide an opportunity to scoop up a forgotten stock in the shuffle. The stock quickly slumped following the merger close at the start of 2024 My investment thesis remains…
gchapel My thesis The purpose of this article is to discuss recent trends in the Lithium market and the latest developments on Lithium Americas’ (NYSE:LAC) Nevada project. I will implement a company valuation on the phase I project given a medium-term market price of Lithium of $25k/t, consistent with the level needed for marginal producers…
gchapel The sudden weakness in electric vehicle (“EV”) demand has knocked down lithium stocks, but a company like Lithium Americas Corp. (NYSE:LAC) is ultimately poised to bring a lithium mine online when demand is expected to return. The long-term EV story hasn’t been altered as some range anxiety and buyer incentives are resolved over time….
Arcadium Lithium plc (NYSE:ALTM) Bank of America Securities 2024 Global Agriculture and Materials Conference February 27, 2024 2:00 PM ET Company Participants Paul Graves – Chief Executive Officer Unidentified Company Representative Thank you. Our next session is with Arcadium Lithium of course created from the recent merger of Livent and Allkem. Arcadium owns a number…
simonkr Welcome to the February 2024 edition of the lithium miner news. The past month saw lithium prices generally flat. Lithium price news Asian Metal reported during the past 30 days, the China delivered lithium carbonate (99.5% min.) spot price was down 0.59% and the China lithium hydroxide (56.5% min.) price was down 2.18%. The…
Olemedia A “Hold” Rating on Standard Lithium Ltd. This analysis recommends a “Hold” rating on Standard Lithium Ltd. (NYSE:SLI) (TSXV:SLI:CA), a Vancouver-based company seeking to develop lithium brine properties in southern Arkansas, signaling that current very low shares compared to lithium hype in 2021-2022 are seen to continue to trade at best according to a…
Arcadium Lithium plc (NYSE:ALTM) Q4 2023 Earnings Conference Call February 22, 2024 5:00 PM ET Company Participants Daniel Rosen – Investor Relations and Strategy Paul Graves – President and Chief Executive Officer Gilberto Antoniazzi – Chief Financial Officer Conference Call Participants Stephen Richardson – Evercore ISI Glyn Lawcock – Barrenjoey Joel Jackson – BMO Capital…
D3signAllTheThings The following segment was excerpted from this fund letter. Lithium Americas (NYSE:LAC) Lithium Overview and Position Update Investing in the Lithium mining and processing industry has gotten very tricky; this is perhaps no surprise; after all, the sector was nascent just a few years ago and is now taking center stage in a global…
Standard Lithium Ltd. (NYSE:SLI) Q2 2024 Earnings Conference Call February 12, 2024 11:00 AM ET Company Participants Salah Gamoudi – CFO Robert Mintak – Director and CEO Andy Robinson – President, Director and COO Mike Barman – Chief Development Officer Conference Call Participants Joseph Reagor – ROTH MKM Noel Parks – Tuohy Brothers Katie Lachapelle…
Just_Super As the S&P500 is at its all-time high, I’ve started to look at commodity stocks that are at depressed price levels. Enter: Albemarle Corporation (NYSE:ALB). This leading American lithium mining company has been pummeled in the past year as lithium prices have fallen mostly due to subdued EV battery demand in a harsh macro…
PhonlamaiPhoto It’s other peoples’ supply that matters here For me to say that E3 Lithium’s (OTCQX:EEMMF) prospects depend upon your view of the lithium market is both clearly true – it’s a miner, of course prospects depend upon the market – and also not very helpful. Because it’s a miner so of course its prospects…
Just_Super Elevator Pitch Ganfeng Lithium Group Co., Ltd. (OTCPK:GNENF) [1772:HK] shares are assigned a Hold investment rating. I wrote about Ganfeng Lithium’s near-term woes pertaining to lithium price weakness and its vertical integration approach for the long run in my November 12, 2023 article. With the current update, I draw attention to GNENF’s recently disclosed…
PhonlamaiPhoto There has been something of a lithium gold rush happening. As the price of lithium has been through a massive spike collapse in the last three years, many lithium explorers have come onto the scene. There are now many companies looking for lithium. A few of the geographical hotspots are Quebec Canada, Western Australia,…
RHJ/iStock via Getty Images Recently, an under the radar policy announcement from the Chinese government caught my eye. Following the requirement for additional export permits for gallium, germanium and graphite earlier in the year, China upped the trade war ante by banning the export of technologies for processing rare earths, key materials that are used…
Just_Super All values are in USD unless noted otherwise. As its name suggests, the bread and butter of Lithium Royalty Corp. (OTCPK:LITRF, TSX:LIRC:CA) is royalty income. The LIRC portfolio comprises 34 royalty interests in 32 mining properties located in the Americas, Australia, and Europe. Dec 2023 Presentation This Canadian business began operations in 2018 and…
Black_Kira/iStock via Getty Images Welcome to the November 2023 edition of the ‘junior’ lithium miner news. We have categorized those lithium miners that won’t likely be in production before 2024 as the juniors. Investors are reminded that many of the lithium juniors will most likely be needed in the mid and late 2020’s to supply…
gchapel Since splitting in two, Lithium Americas (NYSE:LAC) has been under pressure. Shorts have piled on and they have been correct… but for all the wrong reasons. Across the board, big picture economic decay has slammed lithium stocks. Meanwhile, LAC continues to move forward with insiders buying stock hardcore. This leads me to believe that…
PhonlamaiPhoto Back in May the Wall Street Journal reported that Exxon (NYSE:XOM) had quietly accumulated 120,000 gross acres in Arkansas’ Smackover formation for more than $100 million (see Exxon Joins Hunt For Lithium). But Exxon’s investment wasn’t to explore or produce oil and gas, it was to mine lithium. Today (Monday Nov. 13), Exxon announced…
jroballo Considering Robert Friedland Robert Friedland is a legend in the mining industry. He is a member of the Canadian Mining Hall of Fame (2016) and the American Mining Hall of Fame (2021). He was involved in the discovery of the Voisey’s Bay nickel discovery (later purchased by Inco for CAD $4.3 billion and is…
Just_Super Elevator Pitch I rate Ganfeng Lithium Group Co., Ltd. (OTCPK:GNENF) [1772:HK] stock as a Hold. Ganfeng Lithium is suffering from short-term pain relating to lithium price weakness, but the company can gain in the long term by executing well on its vertical integration strategy. Therefore, a Hold rating for the stock is fair. Readers…
lersan8910 Listen below or on the go on Apple Podcasts and Spotify Albemarle (ALB), lithium names plunge as supply storm merges with weakening demand. (00:25) SolarWinds (SWI), chief information security officer charged with fraud by SEC. (01:52) Jabil (JBL) to produce, sell Intel’s (INTC) silicon photonics components. (02:48) This is an abridged transcript of the…
jetcityimage Argentina Lithium & Energy Corp. (OTCQB:PNXLF)(TSXV:LIT:CA) has been a trending stock in Canada since the afternoon of September 27th when it announced a $90 million USD-equivalent investment made by Stellantis N.V. (NYSE:STLA). Stellantis will acquire a 19.9% stake into LIT’s subsidiary Argentina Litio y Energia but has the option to exchange that for a…
jroballo The lithium market has cooled off lately, leading to Lithium Americas (NYSE:LAC) trading at the lows heading into the company split into two companies. Shareholders now have the option of owning a lithium miner in Argentina and lithium development stage company in the U.S., both intent on playing the surging demand for lithium-ion batteries…
Photon-Photos/iStock via Getty Images Welcome to the September 2023 edition of the lithium miner news. The past month saw a continued fall in lithium carbonate spot prices in China, now close to the level where they bottomed in late April 2023 (see chart below). Lithium price news Asian Metal reported during the past 30 days,…
gchapel Having first wrote on Lithium Americas (NYSE:LAC) in February of 2017, I’ve been well aware of the utterly massive amount of lithium the company is sitting on in Nevada. Imagine my amusement when a recent article pointed out “LAC is potentially sitting on one of the largest lithium deposits in the world.” Everyone (and…
ZambeziShark Investment Rundown The lithium market has been quite a hot topic the last few years as the EV revolution has set it ablaze. Smaller companies like American Lithium Corp (NASDAQ:AMLI) are trying to get in on the action and capitalize on the growing demand. While there are already major companies in the sector like…
malerapaso/E+ via Getty Images The Lithium Investment Thesis Remains Robust We previously covered Albemarle Corporation (NYSE:NYSE:ALB) and Sociedad Quimica y Minera de Chile S.A. (NYSE:NYSE:SQM) in April 2023, discussing their stocks’ over sold cadence at that time. This was attributed to Chile’s potential nationalization of the lithium industry. While both had moderately recovered afterwards, the…
jroballo After a strong year in 2022, sales of electric vehicles (EVs) have accelerated in 2023, and the United States is arguably the fastest-growing market in the world. That new market reality has apparently left an impression on some of the world’s largest companies, particularly Exxon Mobil (XOM). At the end of July, news broke…
John Moore Shares of Standard Lithium (NYSE:SLI) have gained 24.71% since my last article on the company in March 2023 against the S&P 500 at +16.13%. Over the past year, SLI has dropped 20.95% (YoY) but it is up 52.82% (YTD). According to me, the share price has remained resilient (surging 60.77% above the 52-week…
Just_Super Welcome to the July 2023 edition of the ‘junior’ lithium miner news. We have categorized those lithium miners that won’t likely be in production before 2024 as the juniors. Investors are reminded that many of the lithium juniors will most likely be needed in the mid and late 2020’s to supply the booming electric…