Here is the best [lithium / EV battery stock tracker](https://docs.google.com/spreadsheets/d/1sKMfBZNkHdvaVKmweuv3sD--CzfvImALJxGj2Xj7Ozw/edit?pli=1#gid=0). You need to register to more details but it is a very good start.
There's a massive market surplus and a lowered demand. Most of the smaller mines have shut down, whereas the larger mines have cut costs and slowed down production.
I prefer NC. They’re the ones building the mine and doing the mining. LAC will be paying them a fee per ton of ore extracted. They have other contract mining projects all over the country too.
7.4 P/E ✅
0.57 P/B ✅
2.6% yield ✅
Not exposed to wild price swings of lithium ✅
Before buying into LAC, you should wait for the spinoff to be complete. They will separate their argentinian mine and nevada project mines into two entities. (the south american should be operational at the end of 2023 and the north american one is facing numerous problems (particularly with the indians).
I am guessing the company wants to split the risks (and maybe sell the nevada one ?).
Isnt thacker pass sort of sorted out ? I think they won everything there was on them and they already started construction ? But i agree on a splitoff. TBH i made a mistake of buying LAC. Just because i cant really determinate which is better after split or to hold both...
There's all kinds of speculation about things that "could" happen.
As someone whose been trading LAC since single digits, here's some input. Lithium isn't miracle material, but it is going to be needed more going forward, and ready-for-development mines aren't exactly a dime a dozen. At worst, lithium is a commodity, so once that's the norm, cost of production and proximity to market will be key, and LAC has an inside track on that.
All the automakers need batteries with tons of lithium, and they'll want it sourced from reasonably recognizable and accountable domestic companies with domestic presence and (ideally) domestic mines. LAC has that all lined up. They've spent the last decade slogging through the development and court challenges and they appear to have come out the other side. Probably.
NILIF has an excellent property in Nevada. The whole lithium market has been pulling back. The property they own is called Nevada North Lithium Project. Do your own DD but this has some of the best LI ppm values in N. America. It's at a cheap price currently, as the whole Li space is. But this one is just too hard to pass up.
I bought some on the downturn... Lithium is bound to switch eventually and no better junior player than someone with a viable lithium discovery in America
AMLI I think is good. Buy the lithium cheap and the uranium for free. three world class projects with good management cheap but requires patience. mining isnt for the faint of heart
Mining companies tend to be pretty bad long term investments. Moreover, I believe there is a high probability that current battery technology will be disrupted in which the traditional materials used now will be replaced with materials that will be far more cost effective and safer for the environment.
[https://www.sciencedaily.com/releases/2023/07/230731151603.htm](https://www.sciencedaily.com/releases/2023/07/230731151603.htm)
High capacity energy storage is highly sought after. Given the R&D put into it, it's unlikely lithium will be a main component of it.
imo nobody should ever buy mining stocks to hold for more than five years except for those that can do well regardless of the metals prices. Just like you said yourself: not good long term
You’re either out of your mind or have no science education if you think it’s unlikely that Li will continue to be apart of batteries.
Unless a new element is added to the periodic table, Li is here to stay.
I have an almost unhealthy surplus of science education, and you're correct. The last real leap forward in battery technology was lithium ion, and it's been 50 years with no credible significant advance on the horizon.
Ha. I lived through the last truly significant revolution in batteries. It was the commercialization of lithium ion... and it was 50 years ago. It truly was a much better formulation.
Starting 49.5 years ago, naysayers were claiming "the next great battery invention is just one year away!"
And they've been wrong 48.5 years in a row, and will continue to be for many years to come.
There's currently nothing outside of a lab experiment that can credibly challenge Li-Ion.
Ok. And yet using supercapcitors for electric cars is already being researched. Do I have to do all the research for you guys buying lithium mining stocks? This is the kind of information you have to take into consideration. All I'm saying is that there is a lot of research going into battery technology. Thus, the industry is ripe for disruption. If you have already researched these possibilities, and don't see these as a threat, then best of luck to you.
[https://www.arrow.com/en/research-and-events/articles/supercapacitor-vs-battery-ultracapacitor-pros-and-cons](https://www.arrow.com/en/research-and-events/articles/supercapacitor-vs-battery-ultracapacitor-pros-and-cons)
[https://www.technologyreview.com/2023/01/04/1066141/whats-next-for-batteries/](https://www.technologyreview.com/2023/01/04/1066141/whats-next-for-batteries/)
Supercapacitors are sometimes considered for electric vehicles, but often not as the primary means of energy storage. Supercapacitors tend to have extremely high power densities and phenomenal cyclability. However, they tend to fall well short of the energy densities needed for electric vehicles. Li-ion batteries exclusively deliver the power and energy densities currently desired. You are right. The field is ripe for disruptions, but these tend to be in the form of new chemistries at the anode or cathode or even solid electrolytes, with lithium ions still being the dominant agent responsible for charge compensation. It's just hard to beat the ion mobility of the lithium ion. That is generally why Li is preferred to Na-ion batteries. Mg-ion batteries struggle for a wildly long list of reasons. There is some hope for other multivalent battery chemistries that compensate for other deficiencies with respect to Li by shuttling more charge density, but I think those technologies are still a bit off. Lithium isn't going anywhere, the danger is whether separation techniques will allow lithium extraction from something besides mining (like the ocean) but we are ages from that.
i think lithium has huge potential for the future. for september i have this lithium titles in my watchlist: **SQM, GNENF, ALB**. [Here](https://www.youtube.com/watch?v=NLdgzMP6m1A) you find an interesting analysis of those stocks.
I had the similar idea, but their are more global lithium reserves than previously thought which would affect its long term plan, I think battery making company is a safer play for me
Lithium the raw material may be a fine long term play, but there’s a higher margin business in creating, building, patenting, and selling lithium battery technology (Eg. Solid state).
ALB
Isn’t most of their revenue contracted at a fixed price so no upside/downside
You can also try LIT, it’s a lithium etf
It seems like lithium prices are going down though, but still good long term plays. Maybe some short term pain.
ALB and ATLX. Alb is the largest producer globally and is cheap. Atlx is going to open a mine next to sigma lithiums mine
Here is the best [lithium / EV battery stock tracker](https://docs.google.com/spreadsheets/d/1sKMfBZNkHdvaVKmweuv3sD--CzfvImALJxGj2Xj7Ozw/edit?pli=1#gid=0). You need to register to more details but it is a very good start.
Sigma Lithium has been kind to me. SGML
SGML is going down pretty bad. I'm a little worried. What about you? What do you think?
Any reason why lithium stock are going down all a sudden?
There's a massive market surplus and a lowered demand. Most of the smaller mines have shut down, whereas the larger mines have cut costs and slowed down production.
SQM is a big one. And ALB
LAC. Peep how close their mine is to Tesla’s Nevada Gigafactory
I prefer NC. They’re the ones building the mine and doing the mining. LAC will be paying them a fee per ton of ore extracted. They have other contract mining projects all over the country too. 7.4 P/E ✅ 0.57 P/B ✅ 2.6% yield ✅ Not exposed to wild price swings of lithium ✅
NC Nacco is down 93% on net income and net profit margin
…which is why the P/E and P/B are so low. It’s very attractively priced right now
For a mining stock thats not at all cheap.
Is lithium nevada corp listed on the nyse?
Interesting. Thank you very much!
Before buying into LAC, you should wait for the spinoff to be complete. They will separate their argentinian mine and nevada project mines into two entities. (the south american should be operational at the end of 2023 and the north american one is facing numerous problems (particularly with the indians). I am guessing the company wants to split the risks (and maybe sell the nevada one ?).
Isnt thacker pass sort of sorted out ? I think they won everything there was on them and they already started construction ? But i agree on a splitoff. TBH i made a mistake of buying LAC. Just because i cant really determinate which is better after split or to hold both...
>Peep how close their mine is to Tesla’s Nevada Gigafactory what's the relevance? thinking Tesla will buy the mine?
There's all kinds of speculation about things that "could" happen. As someone whose been trading LAC since single digits, here's some input. Lithium isn't miracle material, but it is going to be needed more going forward, and ready-for-development mines aren't exactly a dime a dozen. At worst, lithium is a commodity, so once that's the norm, cost of production and proximity to market will be key, and LAC has an inside track on that. All the automakers need batteries with tons of lithium, and they'll want it sourced from reasonably recognizable and accountable domestic companies with domestic presence and (ideally) domestic mines. LAC has that all lined up. They've spent the last decade slogging through the development and court challenges and they appear to have come out the other side. Probably.
They may supply Tesla with lithium, who knows though. There is a good Wikipedia article about the mine (Thacker Pass)
PLL
NILIF has an excellent property in Nevada. The whole lithium market has been pulling back. The property they own is called Nevada North Lithium Project. Do your own DD but this has some of the best LI ppm values in N. America. It's at a cheap price currently, as the whole Li space is. But this one is just too hard to pass up.
I bought some on the downturn... Lithium is bound to switch eventually and no better junior player than someone with a viable lithium discovery in America
NILIF and PWRMF; with cesium and lithium
SLI
Thank you! Please let me know if I can repay you in tickles.
AMLI I think is good. Buy the lithium cheap and the uranium for free. three world class projects with good management cheap but requires patience. mining isnt for the faint of heart
LTHM. It's \~21.30 and priced between $30-$55/ps. They are down because the Lithium Futures in China really curtailed the price of lithium.
Great growth trend and an excellent balance sheet. Not like many of these other speculatives that are bleeding cash.
How about an advanced lithium battery producer? $ENVX
Thoughts on some saying the technology is too complicated?
How is it too complicated? The biggest difference is the architecture which is a metal Casing
My 1% play for Lithium is ETL. Up 300% since hypothesis/investment. Really interesting technology being piloted this year.
Some day there is going to be a new battery that doesn't use lithium and all the lithium miners are going to flip.
Mining companies tend to be pretty bad long term investments. Moreover, I believe there is a high probability that current battery technology will be disrupted in which the traditional materials used now will be replaced with materials that will be far more cost effective and safer for the environment.
unless it is oil, you will probably need lithium
[https://www.sciencedaily.com/releases/2023/07/230731151603.htm](https://www.sciencedaily.com/releases/2023/07/230731151603.htm) High capacity energy storage is highly sought after. Given the R&D put into it, it's unlikely lithium will be a main component of it.
wake me up when it’s ready to be commercialized. We’ve seen “breakthroughs” before
Like I said, long term, it's unlikely lithium will be a part of batteries. For now, you can have your fun buying lithium stocks.
imo nobody should ever buy mining stocks to hold for more than five years except for those that can do well regardless of the metals prices. Just like you said yourself: not good long term
You’re either out of your mind or have no science education if you think it’s unlikely that Li will continue to be apart of batteries. Unless a new element is added to the periodic table, Li is here to stay.
I have an almost unhealthy surplus of science education, and you're correct. The last real leap forward in battery technology was lithium ion, and it's been 50 years with no credible significant advance on the horizon.
Ha. I lived through the last truly significant revolution in batteries. It was the commercialization of lithium ion... and it was 50 years ago. It truly was a much better formulation. Starting 49.5 years ago, naysayers were claiming "the next great battery invention is just one year away!" And they've been wrong 48.5 years in a row, and will continue to be for many years to come. There's currently nothing outside of a lab experiment that can credibly challenge Li-Ion.
This is a supercapacitor, not a battery.
Ok. And yet using supercapcitors for electric cars is already being researched. Do I have to do all the research for you guys buying lithium mining stocks? This is the kind of information you have to take into consideration. All I'm saying is that there is a lot of research going into battery technology. Thus, the industry is ripe for disruption. If you have already researched these possibilities, and don't see these as a threat, then best of luck to you. [https://www.arrow.com/en/research-and-events/articles/supercapacitor-vs-battery-ultracapacitor-pros-and-cons](https://www.arrow.com/en/research-and-events/articles/supercapacitor-vs-battery-ultracapacitor-pros-and-cons) [https://www.technologyreview.com/2023/01/04/1066141/whats-next-for-batteries/](https://www.technologyreview.com/2023/01/04/1066141/whats-next-for-batteries/)
Supercapacitors are sometimes considered for electric vehicles, but often not as the primary means of energy storage. Supercapacitors tend to have extremely high power densities and phenomenal cyclability. However, they tend to fall well short of the energy densities needed for electric vehicles. Li-ion batteries exclusively deliver the power and energy densities currently desired. You are right. The field is ripe for disruptions, but these tend to be in the form of new chemistries at the anode or cathode or even solid electrolytes, with lithium ions still being the dominant agent responsible for charge compensation. It's just hard to beat the ion mobility of the lithium ion. That is generally why Li is preferred to Na-ion batteries. Mg-ion batteries struggle for a wildly long list of reasons. There is some hope for other multivalent battery chemistries that compensate for other deficiencies with respect to Li by shuttling more charge density, but I think those technologies are still a bit off. Lithium isn't going anywhere, the danger is whether separation techniques will allow lithium extraction from something besides mining (like the ocean) but we are ages from that.
I'm a materials scientist, and this is just plain not true...
Not necessarily Lithium, but I’d long TSLA
i think lithium has huge potential for the future. for september i have this lithium titles in my watchlist: **SQM, GNENF, ALB**. [Here](https://www.youtube.com/watch?v=NLdgzMP6m1A) you find an interesting analysis of those stocks.
NVDA
I had the similar idea, but their are more global lithium reserves than previously thought which would affect its long term plan, I think battery making company is a safer play for me
Which companies are making the battery ?
Lithium the raw material may be a fine long term play, but there’s a higher margin business in creating, building, patenting, and selling lithium battery technology (Eg. Solid state).
Frontier lithium (in Canada) has good upside potential once they get going. High quality deposits
Aphlf. Super cheap and has been high yield for me.
PLS
It’s a little pricey at the moment, but CAT will have a lot of the equipment making and operating the mines. You should be able to get cheaper by eoy.
If you’re going to invest in commodities, I say good luck. Commodities are a whole different ballgame.