Lithium - Challenge Your Investments., page-3

LOL @Facthunter

Well maybe that might bring the biggest value?

I think the hardest thing for new investors to understand is that of the DSO.

If investors and the media continually get it wrong it has the potential to affect all lithium stocks.

There is certainly a value that I would attribute to it, but right now it is too soon.

The reality is that Mineral Resources are not producing lithium.. (final grade)

Globally the largest producers are SQM and Tianqi.. But SQM have their own issues to deal with so it may end up that Tianqi become the largest producer globally over the next 5 years if mergers and acquisitions don't take place.

And I mean that M&A from the perspective of current producers or those that will produce over the next 2 years.

There isn't alot..

A handful actually.

Nemaska, Galaxy, Pilbara and Altura (AJM)

Nemaska is tied to FMC.
Pilbara is tied to Ganfeng.
Alutra is tied to Optimumnano

And Galaxy no one, other than Mitsubishi who acts as our front to sell into the market though from what I have worked out might be tied to FMC... Though what's with this ship heading into Japan.. Directly.. Mitsubishi-land?

From my analysis DSO can only send the price up for producers and the hopefuls will ride a healthy tail wind.

Danger... If China does build its own concentrators over the next 2-3 years then of course the lithium price will go up, but with that the risk for companies in that supply chain increases. Which is another analysis I have been doing.

Fortunately.. By that time Galaxy will have James Bay with a converter in tow along with Sal De Vida up and running.

Enquiries I have made RE: Sal De Vida using a 500mg cut off grade which should have been much lower boosting resource life.. (80 years from what I worked out) meant that the partners Galaxy are working with have done their due diligence and don't need that extra information.

Soooo, (my comment) maybe retailers need to do their own research on brine and do their own.