Bearing Lithium Corp V.BRZ

loaded on the slump

[neosceptic]

Now I have 75% of BRZ and 25% of CYP in my Li portfolio. NRM and LITH valuations looks attractive, but BRZ is way to attractive.

Updated DFS is due in 2-3 weeks and it promising to be steallar. 
Binding agreement with Mitsoui is next catalyst.

Maricunga is going (or at least promising) to be pre-production within 6 month.
LAC will begin to produce, ORL and rock will expand, but so will demand. Tesla alone opens 2 new megas, Texas and Germany this year.
45000/tonne spot is unsustainable (on a verge of insanity) - probably will go down by half, but BRZ original DFS pricing is at 10K, 16K will double NPV.

$1 by next Christmas 2022 assuming that Li prices will crash by June and Maricunga is not sold.