iShares 10-20 Year Treasury Bond ETF T.TLH

RE: l2

[Satman3]

Related Quotes
   Michael Berry, Morning Notes (11/15/10)
"Today, the lithium market is essentially controlled by four major companies—one of which is Talison Lithium. We met with the management of Talison in New York several weeks ago and came away duly impressed. TLH has a very large deposit in Western Australia that is also very high-grade, running up to 4% lithium. Talison supplies 75% of China's lithium requirements. . .TLH is the largest producer of lithium in the world and the grades of its deposit at Greenbushes are the highest grades. The recent takeover and reverse merger into Salares Lithium also provides it with a significant source of Chilean brine supply. . .At present, the stock is a value proposition even though it has appreciated 65% since its recent late September listing. We like the management. We think entry to the lithium concentrate marketplace is going to be expensive for new entrants, and we think lithium demand will outstrip supply over the next decade by an order of magnitude. Please have a look at Talison; it rates highly on our 10-point Discovery grid. We are shareholders in Talison from the reverse merger with Salares Lithium. We reserve the right to purchase additional Talison." 

   Thom Calandra, Stockhouse (11/15/10)
"The Talison Lithium story is well known. The stock has catapulted since August, when the Australia producer of lithium carbonate equivalents separated from mother ship Salares. In several days, at month's end, the successful Global X Lithium Fund will look at the structuring of its index, and then start adding Talison shares to the fund.
Talison held a short conference call for its current results today (Monday). The call was its first as a separate company. Production from its Greenbushes project in Australia will exceed 43,000 metric tons of LCE for the fiscal year that closes June 2011. CEO Peter Oliver today gave a concise overview of the lithium market. The point with Talison is that it is a pure-lithium producer with high-concentrate, -quality and an improving chemical process." 

   Dave Brown, Resource Investing News (11/10/10)
"Talison Lithium mines and processes lithium-bearing mineral spodumene at Greenbushes near Perth, Western Australia. The company produces a range of lithium concentrates that are distributed to a well-established global customer base, including China. In July, a binding letter agreement was executed to combine Talison with Salares Lithium Inc. in order to strategically merge their respective lithium assets. Last month, Talison released unaudited year-end results for its Greenbushes lithium mine in Western Australia. The highlights included a 33% increase over the previous year's production of lithium concentrate as of June 30 with sales also increasing over the previous year by approximately 19%."