RE:Why SLL is a must buy...This is an excellent summary which I whole heartedly agree with. I have a "terrific trio" to his "fearsome five" one of which he mentions...European Metals.
My trio is Standard and two European plays that literally own all the lithium on the continent. Vulcan and European Metals (VULNF and ERPNF) between them own over 90% of all the known resource in Europe. The EU is going to mandate that 80% of all the lithium used in Europe come from Europe. These are the ONLY two companies that can meet that demand. Vulcan has a huge brine resource that they are currently extracting from geothermal brines AND producing electricity at the same time...in Germany just miles from all the battery and auto plants. European Metals is hardrock with a feasibilty study out by year end. Both are working on a NASDAQ listing and both are going to be announcing offtake deals any day.
The projected defict in lithium in the years ahead could be as high as 2 million tons! If I don't ink 20x baggers on each of these I'll eat my hat.
Like Standard these two are in the right place at the right time with the right projects of massive size. There's no way they are not massively successful.