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Which battery metals will run in the next 12 months? Poll is created on Jun 06, 2019

  
  
  
  
  
Poll results: Which battery metals will run in the next 12 months?
Voter(s): 22
Poll is created on Jun 06, 2019
Cobalt  -  votes: 5 / 22.7%
5
22.7%
Lithium  -  votes: 10 / 45.5%
10
45.5%
Nickel  -  votes: 5 / 22.7%
5
22.7%
HPA  -  votes: 0 / 0%
0
0%
Manganese  -  votes: 1 / 4.5%
1
4.5%

Best battery metal stocks still to run  

 
NewbieTrader2019
(@newbietrader2019)

I'm a new trader hoping to get into battery metal stocks. Which juniors have the most potential in the current market?

Also, which battery commodities are expected to still run? I'm thinking lithium and cobalt have had their time in the lime light and nickel is the next good bet. 

Thoughts?

ReplyQuote
Posted : 06/06/2019 2:15 pm
Spechunter
(@spechunter)

I strongly believe every spec battery metals portfolio should have some JRV as part of its core. You cannot ignore the ex Glencore senior management team they have assembled (Bryce Crocker, Peter Johnstone and more recently Kenneth Klassen) plus the top notch technical staff (Kennedy and Rodriguez). And all have joined primarily for equity, ie not some lifestyle dripfeed like the majority of companies. For example, Klassen could walk into a BHP or RIO today and get multi million $ pay packet if he wanted, but instead he's joined JRV for 2.5m oppies and probably a paltry salary.

Once the M2 Cobalt and ECobalt mergers go through (with North American listing), this will give them the size to attract serious institutional interest. M2 is a certainty to get approved, while ECobalt I expect is very near a certainty imo despite the protestations of the small retail shareholders who think they are getting taken advantage off (they are blinkered to the bigger picture, the instos and larger holders in ECS though are not). Even if ECobalt doesn't occur though there are several opportunities open to a board of this calibre that no other small company could get involved in .

As for battery commodities, Nickel and Cobalt are my preferred but a company should keep its eyes open for all opportunities, not shoebox itself into one sector. So for example with M2 Cobalt's Kilembe project, copper/gold deposits are a very high possibility imo (as shown by recent exploration ann from M2) to complement its copper/cobalt potential.

 

 

ReplyQuote
Posted : 06/06/2019 2:38 pm
Loopy
(@loopy)

Keen to see how JRV performs once the mergers have gone through and I'll also be watching POS closely. 🤑 🤑 

I've also seen a bit of news lately on the new zinc flow batteries and I wonder if that technology will take off...

 

ReplyQuote
Posted : 06/06/2019 3:56 pm
Smushtastic
(@smushtastic)

Not on the list but vanadium gets my vote. Has fallen a lot in recent months, will find a base soon and bounce back.

ReplyQuote
Posted : 06/06/2019 5:50 pm
khsharpe liked
BigCat
(@bigcat)

Agree.  Vanadium for large scale grid-storage power (VRFBs) holds promise for the future, I believe.  Much happening in the area and very interesting to follow the updates. Wondering whether supply could be a factor against it though. Any other opinions?

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Posted : 07/07/2019 6:24 pm
khsharpe liked
Karlset
(@karlset)

Nickel, in my opinion, is the best nowadays due to the situation in the market in general!

ReplyQuote
Posted : 10/07/2019 12:52 am
khsharpe liked