RE: JB Tweet25 Sep 2020 14:35
Hi seamus,
US company? Not sure. I was looking into a few companies. There is one that I found interesting, Bacanora Lithium. However, they are still not mining after I think about four years. Furthermore their mines are in Mexico and South America, the latter is pretty much a powder keg. I find all of SA and US politically a bit unstable right now. I have instead bought into Bushveld Minerals Ltd located in South Africa. They mine Vanadium, which is needed in the steel production, glass production and it is a compound for the Vanadium Redox Batteries. These batteries are much lighter and get less hot than the standard Lithium ones. Also China has changed their legislation for building and they will start needing lots of Vanadium, as this stuff is added to harden steel.
Another company I find seriously interesting is Cornish Lithium. They have located high quality Lithium right in front of Cornwall, in the sea. However, I don't think they are on the stock exchange yet. But I feel it's worth keeping an eye on them.