Why I have shares in Neometals NMT and Magnis Resources MNS...

Why I have shares in Neometals NMT and Magnis Resources MNS
Magnis is a graphite miner (Tanzania) , but also involved in Battery Giga Factories. 2 in Westphalia in planning stage, 1 in construction in New York State, 1 in planning for Townsville with $5Mill in Qld Govt funding for implementation Study. Their deal is a hand in operation and supply of Graphite for a 30% stake.
https://www.marketindex.com.au/asx/mns
Note the board of directors Including Distinguished Professor M Stanley -

Key figure in the invention of the Lithium-ion battery technology and nominated for the Nobel Science Prize.

Has headed large projects for the US Department of Energy, Exxon and Schlumberger.

Distinguished Professor of Chemistry at Binghamton University, part of State University of New York

https://newswire.iguana2.com/af5f4d73c1a54a33/mns.asx/2A1049988/MNS_2017_AGM_Presentation
Also note change of Directors interests
I have shares - price generally 0.41-0.48 - Analysts only see it as a mining company in a sovereign risk area

Neometals NMT
https://www.marketindex.com.au/asx/nmt
https://newswire.iguana2.com/af5f4d...179/NMT_Update_on_Downstream_Lithium_Projects
A Titanium Miner
An interest in and committed supply of Lithium from Mt Marion - however not do much for sale, but to use in their patented (IP applied for ) for lithium titanate – LTO.

Lithium Titanate is an anode (negative electrode) material, which can replace graphite. The primary advantage over graphite is the surface area of the anode of LTO being around 100 square metres per gram in contrast to typically 3 square metres for graphite.
The conceptual plan is to develop a process producing a superior Lithium Titanate anode material from feedstocks (generated from the Company’s future lithium hydroxide production) to add valueto its materials.

Also
LITHIUM BATTERY RECYCLING TECHNOLOGY
(Neometals 100% Commercialisation Rights through Urban Mining Pty Ltd, 50% Ownership in IP)
Neometals is co‐developing a technology to economically recover high‐value cobalt and other compounds that can be recycled within the battery manufacturing chain. The cobalt supply chain is under stress due to the rapid increase in demand from battery manufacturing and a supply chain that is dominated by co‐production in high sovereign risk locations. Currently less than 5% of used lithium‐ion batteries are recycled as disposal is typically either paid‐for recycling or landfill.
The Company’s team has completed most of the fabrication and construction of a 100kg/day mini‐max pilot plant in Montreal. Commissioning of the first sections of the plant has commenced and campaigns to process the major commercial battery chemistries will commence in Q1 2018. The pilot plant will also test batteries supplied by consumer electronics manufacturers and car makers
Neometals has internal financial resources with which to fund evaluation, construction and commissioning of the commercial‐scale plant. Neometals has advanced discussions with a number of interested parties from the lithium battery supply chain.

So challenge to Graphite and also other different power storage technologies such as Hydrogen are in development.
CSIRO has developed and patented a membrane that strips the Hydrogen atoms from Ammonia (NH4)
Why this is valuable even if Ammonia is a highly toxic material is that Hydrogen Storage density chemically is a substantial multiple of Compression etc and bypasses the leakage through any container wall of pure Hydrogen

However both of these are longer term rewards, but ones to watch and hold