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Gold/Mining/Energy : Lithium -- Ignore unavailable to you. Want to Upgrade?

To: Cheeky Kid who wrote (255)	8/13/2009 11:06:25 PM
From: teevee	Respond to of 1146

you are welcome. This exercise will point out which companies have the most upside. I also rank them as follows: 1. Brines trump hard rock sources (capital costs lower by order of magnitude, easier to finance, and quicker to get to production). All hard rock sources need much higher lithium prices to become economic. 2. Location, location, location-N. America trumps S. America or China/Tibet 3. Brine chemistry (high mg brines reduce lithium recovery). 4. By product or co product? (potash in brines), Ta in pegmatites