October 16 2021
This list is only for Achiever Level in Executive Summary Format and a conclusion is presented at the end!
Lithium Chile
Lithium Chile just purchased a fully permitted deposit, no aboriginal claims and close to infrastructure and ahead of schedule, the newly acquired lithium deposit is vast and above average grade in the Salta region of Argentina…lithium plays are hot, look to Millennial, NLC, Sigma Lithium and LAC for spikes withinthe last year, LAC at this moment is out of penny stock range and above most retail investors wallet therefore not making it the most attractive stock for quick growth. look at Sigma lithium as it barrels out of penny stock range, making it less attractive in the short future, Millenial is not an option as it hovers near its sale price as NLC stands in the same waters…look to retail investors searching for new plays in the Lithium Triangle area as two big players (NLC-Millennial) exit the public market.
Lithium Chile currently sits on 14 claims in the chilean land, friendly government to mining and all deposits including the one in Argentina, sit in the lithium brine lithium triangle. Lithium Chile owning deposits only smaller than the Chilean government and SQM.
Lithium Chile is a very attractive buy!
Argentina Lithium
Argentina Lithium this past week just purchased two deposits in the lithium triangle in Argentina averaging around 25 thousand hectares…this deposit is very similar to the Lithium Chile site…and in this case, its all in the name…In 2020, Argentina has become the retail investors popular choice when looking towards investing, Lithium Chile was the go to spot before water issues in 2019 had the chilean people up in arms and had the government look into mining in a more environmentally safe way as lots of water is used up in lithium brine ressources, Chile has two of the biggest lithium producers on the planet Albemarle and SQM, this forced exploration companies into Argentina in 2020 as covid ravaged humanity and an influx of investors took to the stock market.
Lithium Chile is highly attractive because if the were to develop 4 of the 14 they have, this stock will rocket into space but since our new retail investors are looking lithium too, im expecting Argentina lithium to go up quicker than Lithium Chile, look to retail investors investing in the name!
Vision Lithium
Although a Spodumene (hard Rock) deposit, vision lithium is inexpensive with lithium at 99.9% battery grade ni 43-101 ready. We have to be careful when entering into hard rock lithium as the extraction process is more expensive but vision lithium has acquired lithium mines from Nemaska Lithium after they went bankrupt as well as owns the Godslith area, vision lithium has a big deposit and deep deposits. Im betting that the more the Chinese buy out all the liquid brine lithium from the lithium triangle they will hoard it for themselves as they did in 2020 when they locked up valuable minerals. Elon Musk has stated that North America needs to start producing its own battery material and the American government has signed an agreement with Canada to get to action in this area…I have both Argentina and Chile lithium corps in my portfolio but im betting they get bought out by an Asian company between 3.50 and 6.50 a share, right after the Definitive Feasibility Study AKA Final Feasibility Study has been completed which gives the purchasing company all the most important information, they know the amount of lithium in the ground, the amount the can extract, they know their CAPEX, they know the life of the mine 20+ or 40+ years and they know the cost to achieve full production as the engineers and the construction company has been hired to make these estimates and will then finalize the end product to production…
This makes Vision lithium interesting because Canada is know for Spodumene lithium deposits and that means that it seems we will need to look into our own deposits to sustain this digital revolution as Alberta has done with Suncor, Enbridge et al…and that makes Vision lithium in penny ranges as go to in my books!
E3Metals
Now we’re talking! Here’s a company I’m expecting to go to full production with Direct lithium Extraction (DLE) technology just 1 year ago was unachievable E3Metals is making waves. There are three methods of Direct Lithium Extraction, one being in the exchange of ION particles, E3Metals has a proprietary ION exchange extraction that has proven itself and now E3Metals has “Proprietary” technology, just go look at the stock price, above 2$ with only A Direct Economic Assessment completed, image the Pre-Feasibility Study has not even been done yet and they sit on the 7th largest lithium deposit in the world!
I haven’t even started on where this company is located and what their Capex and the list of people in the company and executives and engineers….
Location: Calgary Alberta, the North American capital of oil, and whats going to happen to the province in 10 years as most of the planet stops production on Internal combustion vehicles (ICE) and goes green digital Battery Electric Vehicles able to harness Ai, ESS BMS Ai adapted into our every day driving delivering Tokens…the new world is upon us and the International Monetary Fund has stated this as the Paris Accord enforces it, im looking for Alberta to transform as one technology dies out and another comes in to take over or watch a province crumble and fall into extreme poverty.
Oil tailing have a ton of lithium in it and this is where E3Metals comes in, E3Metals DO NOT NEED to create ponds NOR do they need to create a mine, this is the lowest CAPEX in the industry lower than any brine in the lithium triangle and way cheaper than Hard rock which is the most expensive way to gain lithium. E3Metals uses no water, therefore no tailings, no ponds, no mines they just mix in the ion exchange harnessing the lithium and suck it up…with all these oil companies in Alberta, I’m looking at Alberta to transform in next 15 years from oil producers to lithium producers, I’m expecting the big boys to either merge or attempt to buy them out but E3Metals with its proprietary technology wouldn’t be bought out in the 6$ range, it would be much higher and with this type of technology, E3Metals can become the new big oil giants of past!
Graphene Manufacturing Group (GMG)
This company out of Alberta is working on revolutionary technology with the help of the University of Queensland, an aluminium-graphene battery that would charge significantly faster and hold a longer range, what makes this technology so attractive is that it is NON flammable! We’ve seen videos on how fast an electric lithium battery can go up in flames, its a large hiss sound and its all gone, the process is highly volatile and reactionary, in would come in a faster charging battery holding its full capacity, longer range and SAFE.
The only issue is the breakdown of graphene in the heavier battery sector with uncharging and recharging, the aluminiom is able to exchange more ions and this is very damaging in the long run so a shorter battery life over time..
The technology is very interesting and would benefit humans even more than lithium as Aluminum is one of the most abundant minerals in the planet, highly available, very light and allows for a much greater ion exchange rate therefore drastically reducing the size of the battery packs ion cars, smaller battery packs, lighter vehicles and cheaper and safe and longer range and faster charging! Sounds great to me!
What I like too is the fact that this company isn’t just sitting on its laurels (Butt for those of you younger folk) they already have a graphene product and its on the market, they extract the graphene from Methane which is a gaz that according to the Paris accord agreement will go way beyond 2050, therefore the company has a revenue from a product they use to coat refrigerants and such as well use to lubricate engines and use as coolant!
If this company can figure out how to make heavy batteries last longer that 15 years in Battery Electric Vehicles, lithium may be out and replaced by aluminum-graphene.
I like this play as it offers a product that just hit the markets that may go international as they try to solve the gooey issue with the University of Queensland, the Australian Government and another group that holds over 60 patents in this space…Keep your eyes and ears open here!
NanoOne Technologies
According to Tesla’s Elon Musk and CATL is out and what we’re mostly entered in now is a combination of Nickel-Manganese and lithium combination.
how this works is think of a box…the Nickel-Manganese is the box and Lithium is the stuff in the box that is the MUST material to get the electricity flowing, the Nickel-Manganese is what holds the lithium in the box and allows the ion exchange to flow from in to out (into walls) and back in. In the case of GMG above the walls cannot support the power of aluminium electrical transfer as in heavier batteries (EV’S) the walls turn into goo, they basically melt!
NanoOne is investing into the Manganese as it as taken over the full area of the wall now pushing Cobalt away and becoming a Nickel-Manganese barrier and lithium staying the main electrical distribution but the ratio being 2/3 manganese and 1/3 Nickel, they state that this distribution in their coated particles which proprietary and a one pot solution (we’ll get to that soon) makes their battery quicker to recharge and longer lasting as well as power Heavy vehicles as in semi trailers which is were the EV problem resides.
The other Amazing thing about this company is the one pot process, at battery day last year Elon Musk stated that the way we go from extracting lithium to transporting and then making it battery ready is costly and nonsensical as new technology exists and the industry needs to be brought into our century…introducing the one pot system by NanoOne technology which once the products are extracted we throw all the battery ingredients into a pot with a graphene proprietary solution and voila, ready make battery material, this eliminates all the middle men therefore highly reducing costs, this technology is so revolutionary and so in need that the Government of Canada’s Sustainable Development Technology Canada (SDTC) and the British Columbia Innovative Clean-Energy (ICE) fund has backed it!
If I were to show you all the car companies and others involved in trying to secure those funds, you would freak, but thats for a more lengthly article!
CONCLUSION: So there you have it, these companies are some of my short to long term plays, I hold investments in all the lithium companies which includes E3Metals but I have no money in GMG nor NANO, why, because of debt in GMG, GMG has a high debt right now but because or the excitement surrounding it the share price is too high for my take, I would have invested in it if it was in the one dollar range, im waiting for them to become more derisked in order to put in a good amount of money, as for GMG, the stock is being played at the moment as retail investors or pumpers are stating there’s a good change Tesla is the new automotive car company in works with NANO one, if it isn’t Tesla the stock will plummet and Im not holding that bag, if it is Tesla, be sure that once its announced for the stock to climb SIGNIFICANTLY higher, no less there!
Betweenplays would like to thank our Achievers out there!