Perfect storm for IR1 -
1. Definite swing back to lithium, everyone knows that the suppressed price of Li was due to transient aspects which cant last. The demand for EVs will grow strongly simply because for city dwellers they are the best solution, and because new battery tech. will astound in the next decade.
Graphite 5% silicon anodes could be first to hit the market and move charge rate up a notch. Then niobium will have its day (NB is a good superconductor, and a small amount alloyed with lithium something apparently happens which is very worthwhile) - all in the dark, but expect it to break soon and btw push scarce Nb explorers to the moon.
2. We have seen some visuals of the DD core - and the assays are due. They are expected to be very well received - meaning SP back to past highs (IMO).
3. Can expect a jucy MRE within a few months too - on a ML and with a nearby processing plant - cash flow is assured.
4. Show me a Li play with a $100 mil Cap with those things going for it.
DYOR - please dont take this as advice.
ps - Swing into U and REEs is still strong on my portfolios, but my Cu plays are showing temp weakness. Do others feel that too?
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1 | 11324 | 0.265 |
1 | 25000 | 0.260 |
3 | 54000 | 0.250 |
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Price($) | Vol. | No. |
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0.325 | 31869 | 2 |
0.335 | 680 | 1 |
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0.370 | 50000 | 1 |
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