Beyond Lithium — giant land package, tiny valuation
From November of last year through most of April, investors were getting nervous about the lithium (“Li“) narrative as the spot price of battery-quality Li carbonate in China fell from 597.5k to 165.5k yuan/tonne. However, the price has rebounded to … Continued
New Age Metals expands Lithium portfolio in Manitoba
It took six months, but I can now say with confidence that (spot) battery-quality Lithium (“Li“) prices in China have bottomed. Investing.com shows the price bouncing +43.5% from 165,500 yuan/tonne on April 25th to 237,500 yuan/t on May 17th. The … Continued
Is the #uranium price about to move meaningfully higher?
The spot uranium price is quoted around ~$53.7/lb., up ~$3/lb. in April. A handful of uranium juniors are up 15%+, companies like Energy Fuels, Boss Energy, Atha Energy, Anfield Energy, F3 Uranium & IsoEnergy. One of my favorites, Skyharbour Resources … Continued
Is Golden Triangle Rock Star Scottie Resources poised to soar?
Precious metal prices have had a nice run lately. Gold topped out at just shy of $2,050/oz., but has pulled back to $1,990/oz. as I write this sentence. Importantly, the factors that launched it above US$2,000/oz. remain firmly in place. … Continued