RE:RE:RE:RE:RE:RE:RE:RE:Where are Investors Going Next with $6.50/share Cash??Hi trunorth & everyone,
I have started accumulating CYP in the past few months since I sold my ML. CYP is undervalued and most advanced clay lithium play. They are doing pilot plant now, and it will be taken out if the pilot result is positive, I believe it will be.
I don't have AN, but follow it closely. Curren market cap 150 million is just too high, I believe it is based on AN will be taken out by either Ganfeng or LAC since they have equity in AN. I will not touch it due to its valuation, especially when CATL is buying ML and it took synergy away since ML & one of AN's properties are adjacent.
I have a very small position in POR, yes, it is speculation, just a piece of land, but they will start drilling soon. If you compare the brine juniors, they are all have > 25 millions market cap, POR is only about 12 millions. AN is 150 millions MC.
I am still fully concentrated on lithium sector, the shortage will be with us for a long time, I am fully believe the supply cannot catch up with demand, that means high lithiumm price.
P.S., Rudd, I like your EMO, especially its grade, may do more DD.
tiger
Trunorth2019 wrote: Thanks for your above informative posts. I was curious what people thought about arena minerals and cypress development? I noticed no one mentioned them. I know they are not as great as nlc but I thought they had upside potential. I agree Portofino is all speculation at this time based on its site location with regards to lithium.
Neo, I was curious what AI companies you are investing in? If you don't mind sharing.
I plan to hold my nlc shares til the vote at least for now anyway.