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Lithium/Graphite Mining Companies?

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Lithium and graphite could be in huge demand in the future. Does anyone know the name of the two Aussie stocks (companies) Alex Cowie has recommended that are mining these minerals?
Thanks!
If you haven't heard about the Korean scientist that's made a massive breakthrough concerning lithium batteries for cars, could be time for a "Google"
 

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Lithium and graphite could be in huge demand in the future. Does anyone know the name of the two Aussie stocks (companies) Alex Cowie has recommended that are mining these minerals?
Thanks!
If you haven't heard about the Korean scientist that's made a massive breakthrough concerning lithium batteries for cars, could be time for a "Google"
Dunno what Crowie is recommending, but the only serious lithium play I'm aware of is GXY.
I've traded Galaxy, but am currently out until I can see it come out of the sideways move.

GXY 11-10-12.gif

As to graphite, a few come to mind: SYR and TON have deposits in Mozambique, AXE here in Australia.
I missed the SYR boat (traded it until I thought it was ridiculously overbought - at $1.30 :confused: ) but I do hold a ton of TONO and a solid position AXE, which I prefer from a "sovereign risk" point of view.
 
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Rather than starting a new thread, I'll add a list of ASX Lithium miners here; my search was sparked by Value Collector's question in the Solar Panels thread.

http://www.australian-lithium.com/lithium-stocks.html lists the following ASX stocks in conjunction with Lithium or Spodumene:

AJM, GXY, NMT, and ORE

The page is (c) 2015, but that doesn't guarantee that it's exhaustive.

In a 2012 report on Mt Marion, I also find RDR and MRL mentioned; neither are listed any more. Is the operation still active? and if so, who is now in charge?
If anybody knows of other Li producers, feel free to add them here.
 
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MUS - about to relist
MTA - worth a look, has zinc too which is about to boom
 
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Lithium

CXB is interesting as it has technology/process (license) to remove Li from carbonate and micas

PLS has some grades and
AJM and PLS are in the same general area
 

kennas

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Hard to believe the last post in here was so long ago. Lithium seems to be the only thing going north.

Is there any more run in this, or is it bubbly?
 
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Hard to believe the last post in here was so long ago. Lithium seems to be the only thing going north.

Is there any more run in this, or is it bubbly?
I'd be curious about that too. I'm looking at MTA which appears to be touching down at a two year bottom/support level @ .040. They boast low production costs and large resource of high grade Li and to be supplier of choice in rapidly expanding renewable lithium ion battery industry. Their shpliel, not mine. I like long term bottoms n support levels, gives me an illusion of safety. I might buy in here. Probably watch a bit first.
 
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Lithium and graphite could be in huge demand in the future. Does anyone know the name of the two Aussie stocks (companies) Alex Cowie has recommended that are mining these minerals?
Thanks!
If you haven't heard about the Korean scientist that's made a massive breakthrough concerning lithium batteries for cars, could be time for a "Google"
Ardidan LTD asx:ltd

Buy before it goes any higher... enough said
 

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Rather than starting a new thread, I'll add a list of ASX Lithium miners here; my search was sparked by Value Collector's question in the Solar Panels thread.

http://www.australian-lithium.com/lithium-stocks.html lists the following ASX stocks in conjunction with Lithium or Spodumene:

AJM, GXY, NMT, and ORE

The page is (c) 2015, but that doesn't guarantee that it's exhaustive.

In a 2012 report on Mt Marion, I also find RDR and MRL mentioned; neither are listed any more. Is the operation still active? and if so, who is now in charge?
If anybody knows of other Li producers, feel free to add them here.
The site I quoted:
http://www.australian-lithium.com/lithium-stocks.html
has been updated, showing the company charts right up to March 2016.

Disclosure: I still hold LIT, but am currently out of GMM and GXY, which I have been also trading.
 
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TLG - Talga Resources is on my watchlist.
Not holding, price hasn't done much for some time - good story though if they can bring their plans to fruition
 
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So for the longer term perhaps LI and MTA? I haven't given this a lot of time but wondering what others may see as the best investment, rather than trading, opportunities?
 

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These lithium plays are getting a bit silly imo. A bit like Uranium in 2006, rare earth in 2010, graphite in 2013-14...

Some market caps

ORE = $670m
PLS = $517m
GXY = $450m
NMT = $250m
AJM = $214m
GMM = $175m
MNS = $166m
LIT = $56m

ORE is the only one that's producing and able to start making some money. My guess is most of the other plays will start production (if they ever get there) in time for the price collapse.

Compare some of these charts to once-mighty graphite plays like LMB (now HXG), TON (in administration), VXL (suspended)...

Great for trading (although I am terrible at trading these stocks), not too great for passing onto grandchildren.
I had the above post in LIT's thread so decided to move it here. The sector is still strong with most of the above list having increased their market value since the post back in early April.

The number of juniors / shells announcing acquisition of lithium tenants (or options over them) are absolutely proliferating. I don't have the total count but there were 5 juniors making announcements with "Lithium" in their title just yesterday (DKO, SCI, ADN, VXR, AXE).

Here's Macquarie's perspective on the Lithium supply / demand forecast. It wouldn't totally surprise me if they end of underestimating the demand... but the key conclusion is that supply isn't likely to be constrained for much more than 12-18 months from now.

Capture.JPG
 
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I had the above post in LIT's thread so decided to move it here. The sector is still strong with most of the above list having increased their market value since the post back in early April.

The number of juniors / shells announcing acquisition of lithium tenants (or options over them) are absolutely proliferating. I don't have the total count but there were 5 juniors making announcements with "Lithium" in their title just yesterday (DKO, SCI, ADN, VXR, AXE).

Here's Macquarie's perspective on the Lithium supply / demand forecast. It wouldn't totally surprise me if they end of underestimating the demand... but the key conclusion is that supply isn't likely to be constrained for much more than 12-18 months from now.

View attachment 66916
Good post. What's your take? Are you trading/buying in, or staying away?
 
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Wiser folk than I are telling me that unless you have been in to Lithium prior to January 2016, you have missed the boat.

It is all bubble and pith now.

Oversupply vs Inventory is the big risk, and is panning out as a prescient fact and going forward.

So find a man or woman with a rich daddy before putting your hopes in to Lithium speccies. You may have more luck.

gg
 

skc

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Good post. What's your take? Are you trading/buying in, or staying away?
I don't hold any. I may day trade (long or short) any of them.

Here's another article on the lithium craze.

Lithium may be a small market, but it is not rare.

"Most major commodities generally have somewhere between 15 and 100 years of global reserves based on 2015 supply; however, global lithium reserves sit at 594 times 2015 global output," Deutsche said.

As such, it is not hard for explorers to commence lithium exploration programs. As at the end of last week, 63 ASX-listed stocks were progressing lithium projects or had mentioned lithium exploration plans, according to PAC Partners analyst Andrew Shearer, up from an estimated 35 in April.

Read more: http://www.afr.com/business/mining/...he-lithium-rush-20160530-gp7ngk#ixzz4AQIlVrEM
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