European Metals Holdings CDI ERPNF

RE:RE:RE:RE:New position

[marketsense]

Can't dispute your thesis,  666.   Its almost too good to be true.    The only possible thing
that can alter these lithium projects going forward is a disrupter innovation that might put
the lithium ion battery out of business.  Reminiscent of the old BETA versus VHS days.
VHS won that battle despite having slighltly inferior technology and second into the market
because Sony refused to license out to other manufacturers while VHS did.

Not trying to be negative just realistic,  even though I appreciate your comments about a 5yr 
time frame for lithium and somewhat agree with you there.  The new generation of batteries
such as nano coated graphene and the silicon nanocoated ones offer 10 times the density and 
storage capacity of lithium ion and can be supercharged in as little as 5 min.    Because of
the efficiency of charging and discharging,  there are no heating issues so they don't require
any cooling.  Interior heat and A/C can be battery supplied from these new super batteries 
and they increase the range of EV vehicles by at least a factor of 20X.

I don't know when graphene batteries will be commercial but the silicon ones could be out in
the market in approx 2 yrs.    I'm only mentioning this as you may want to hedge your lithium 
bet with one or both of these options.   I have a position in NBM which has outstanding research
people and agreements with a Korean silicon supplier for scale up and commercialzation.  They
seem very serious despite being at the start up stage of developement.  Its very cheap at the
moment but as with any innovation,  if they can get the funding this could be a 10 or 20 bagger.
Funding jhasn't been a problem so far but the next stage will be the big one.   Being hi profile
Koreans, working in N.America,  they still have access to the Korean gov't and auto industry
which has a vested interest in seeeing them succeed.

I like your copper pick but almost any decent copper play should do very well going forward.
When TKO announces Florence go ahead,  there will be an instant rerating unlike what 
happened with MIN.  TKO has been sitting on Florence for 4yrs or so and have done all the 
testing and tweaking possible so totally agree with you on it as a top pick.