Lithium and Cannabis Sector Comments

August 10, 2021

Sean Brodrick joins us to look outside of the US markets and gold to lithium and cannabis sectors. We discuss the types of stocks Sean likes in each sector and the news he is watching as future catalysts.

Click here to follow along with Sean’s market comments.

    Aug 10, 2021 10:38 PM

    Just from today

    Livent +12%
    LAC +12%
    Orocobre +9%

    DLE plays SLL and VUL now with $1.5 billion market cap

      Aug 10, 2021 10:43 PM

      Yep, a nice day in the Lithium stocks.

      Also from today are some of the Junior producers moving like Galaxy Resources (who is merging with Orocobre to form the 4th largest Lithium company, and this will leapfrog Livent for that position) up 8.61% and Pilbara Minerals up 10.95%.

      It was nice to get Sean on the show to discuss the Lithium plays as it is a refreshing change of pace, focused on growth, rather than just rehashing the doom and gloom in the PM space.

        Aug 10, 2021 10:51 PM

        Buy Everything! JPMorgan Bullish On Lithium Miners

        Anthony Macdonald and Yolanda Redrup – Aug 10, 2021

        “JPMorgan’s metals and mining team have re-thought supply and demand for lithium and come to one conclusion: buy all the lithium miners.”

        The analysts put “overweight” ratings on all five ASX-listed lithium names under their coverage including IGO Ltd, Orocobre and its merger partner Galaxy Resources, Mineral Resources and Pilbara Minerals.

        Electric vehicle penetration could hit 45 per cent in 2030, JPMorgan said. Bloomberg

        “The lithium commodity complex is one of the few remaining in our coverage where there is meaningful upside likely over the medium term, given the strong demand backdrop,” the analysts told clients.

        “JPMorgan reckons there will be 19 per cent a year increase in demand for lithium over the coming 10 years, on a compound annual growth rate basis, based on demand for electric vehicles and batteries.”

        “That means supply will struggle to keep up, and the analysts said they would see a deficit beyond 2030.”

        “This means unknown, and lower economic returning projects will be required to fill the supply-demand gap,” the analysts said.,to%20one%20conclusion%3A%20buy%20all%20the%20lithium%20miners.

        Aug 10, 2021 10:04 PM

        Would be nice to get some lithium plays on the show

        Sean mentioned a new DLE play in Louisiana?

    Aug 10, 2021 10:57 PM

    An Electric Jet Start-up Just Signed A $1 Billion Deal With A Commercial Airliner

    August 2, 2021

    Aug 10, 2021 10:56 PM

    Four New Floating Power Plants For Siberia

    By Mike Hayes – 09 August 2021

    “Russia’s state-owned nuclear power company Rosatom has committed to the construction of four floating nuclear power stations, specifically to power mining projects in the far north of Siberia.”

    “The nuclear vessels will be built over the next six years, before sailing to the remote port of Chukotka and deployed at the Baimsky copper mining venture.”

    Aug 11, 2021 11:40 AM

    The IEA Forecasts 2020 To 2040 Total Demand Increases Of Lithium Of 13x To 42x, Graphite 8x To 25x

    Aug. 04, 2021 – Matt Bohlsen – Seeking Alpha