Recent posts by the Director Of Development at Primero on Linkedin have confirmed that $TAW is currently started commissioning and will likely be in production early March. $TAW is likely to be the next Australian Lithium producer.
Rare opportunity available to accumulate more at these levels after the recent sell off from the DOW correction.
$ARV and $DEG fortunes haven't been good of late. Unfortunately, the real kicker has yet to come as Novo Resources have yet to release their trenching results from Purdy's reward. I now consider these results to be overdue is usually does not bode well for results.
A copper/cobalt exploration play for 2018 from the same management of $AVZ. Short term is an opportunity is accumulate a position until DD is completed and commencement of their first drilling campaign.
Katanga Copper-Cobalt Project
Subsequent to end of Quarter, an Option secured to earned up to a 70% interest
A very straightforward trade here for short-term or even long-term holders. 20,000m drilling program to establish a maiden JORC for Manono next quarter. Looking at the world's biggest lithium deposit once completed.
Tesla have been in talks with $SQM for a lithium deal for supply. $SQM is 50% owner of the hard rock Mt Holland resource in WA with $KDR which will come online in 2019. MTR holland cannot be ruled out as part of negotiations with Tesla.
If seeking a new focused copper-cobalt explorer to invest in then you can't overlook this play. Management is the same team that is currently drilling out the Manono in the DRC ($AVZ) and in some ways is a proxy of how OKR may turn out once investors come to realise this. Additionally, other tenements may be in play as Klaus and Co appear to be targeting...
LIT has found support today which coincidently coincides with Benchmark Minerals releasing a report on the oversupply fears. LIT is a long-term hold on the back of the energy storage and EV transsition that is happening now
Rapidly losing patience with this one. Final Toweranna and Blue Moon assays now appear overdue. Novo Resources trenching assays also looking overdue. The Pilbara conglomerate followup message has been handled badly to the market by all players involved.
Recent sell-off of lithium stocks across the board has presented a buying opportunity of one of the best stocks to hold long term. The SQM deal to expand brine operations in Chile means that Mt Holland will be a higher margin profit earner for SQM and thus more emphasis will be devoted to get this into production as soon as possible. An update of the refinery...
Another buying opportunity has presented itself to accumulate more NZC. One of the best cobalt plays on the ASX and one that has had little media attention.
This article from Japan really caught my attention last night and demonstrates that cobalt will continue its price increase in 2018...
The first drill rig should be starting to turn this week on site. Expect the share price to only go up from here as day and short-term traders rush in to capitalise on pending results. - Strong Buy
Key Upcoming Price Catalysts
1. AVZ Execs in Canada with major funds & instos now;
2. Commencement of Drilling-Mid Jan with 5 rigs on...
The focus will be on Blue Moon results this week and Pilbara conglomerate stocks are still trying to recover from the major retrace in Novo Resources shares. The conglomerate story appears to been placed in a self-inflicted coma as Novo and ARV attempt to salvage an agreed plan to go forward.