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Strategies & Market Trends : Ride the Tiger with CD
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To: Gib Bogle who wrote (310877)8/13/2025 9:48:06 AM
From: Claude Cormier1 Recommendation

Recommended By
jaubin

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Yes of course NILI is in with the many others. I just named my top 3 favs.

Galan and LAR have to come first because they can be profitable at much lower lithium prices than what is need for non-brine materials.. CAPEX on brines are usually cheaper than spodumen pegmatites and clays.

PMET is next because of its size and the potential of other metals as by products. NILI is in of course because of the high grades. However the economics at NILI are not good at all at current lithium prices. Extracting lithium from clays looks to be much more expensive than it is with brines.

Although NILI is more speculative,it offers a lot more leverage would lithium prices get back over $25K

My oponion of course.
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