Dean Samsel

Life long investor currently focused on Lithium. I’m not offering investment advice, so do your own research.

[Dean Samsel @DeanSamsel]

@R79784Jonas No my highest play is $LAC
Others I’m also invested in are:
$ABAT $CYDVF $NVLHF $NRVTF

[Dean Samsel @DeanSamsel]

$NILI.NE

$NILIF Six months ago

Large resource
PEA
Significant financing risk
Significant metallurgy risk
PFS risk
Little institutional sponsorship

Today

Large M&I resource
Fluor PFS
Evolution JV
C$36M strategic financing

[Dean Samsel @DeanSamsel]

$NILIF Six months ago

THE next major valuation checkpoint is the Q4 2026 PFS, not today’s $0.70 share price.

We could be sitting on a monster here!

[Dean Samsel @DeanSamsel]

$NILIF
PFS expected Q4
BFS drilling beginning
Pilot work planned
Nasdaq strategy underway

My current conclusion: Nevada North has moved another step away from being an exploration speculation and toward being a legitimate advanced U.S. lithium development project.

[WALL STREET- ASX CRUSADER @Sw197843]

#lithium Chinese are trying to buy up everything regards to energy storage, whether its the resources or the equipment......

Lithium bull market is starting to power up 🔥🔥☄️☄️🔥🔥

[Dean Samsel @DeanSamsel]

@SurgeBattery I think I’ll hold onto my shares for a good while!

[Dean Samsel @DeanSamsel]

@TSoumyaraj It’s only a matter of time! Many investors don’t realize that Lithium is different in this cycle. Fundamentals will give more stability to the price. Demand outpaces supply for the next few years! The low cost curve projects need to get financed and we still won’t have enough

[Dean Samsel @DeanSamsel]

@GreenOriginInv $20,000-$25,000 lithium average price would help get many mines developed in next 5 years. We need them all developed to come close to supplying the demand in the 2030’s. You can make big returns if you pick the right juniors that are needing funding. Financing will be the key!

[Dean Samsel @DeanSamsel]

Very well written and a must read for any investor looking into the Lithium sector as an opportunity.

[Matt Fernley @matt_fernley]

I think the market's getting 5 key things wrong on lithium. And they're doozies! Check out my blog.
https://t.co/FwtD262quD

[Dean Samsel @DeanSamsel]

@zempheth Yep start buying up the juniors. The low cost curve ones will be purchased first

[Dean Samsel @DeanSamsel]

If you’re not following Dwayne Sparkes you should be. Another fine piece of analysis on demand and supply of lithium.

[Dwayne Sparkes @sparkes_dwayne]

Just finished reading CATL's H126 Report. Here are my quick thoughts as i sip my morning coffee!

It's extremely bullish for lithium and the numbers within the report are quite mind blowing.

What really sticks out for me is the ~95% factory utilisation with production of 498 GWh. Their production capacity is essentially full. This is CATL basically running production as hard as they can. This means that the consumption of LCE is essentially capped until more battery capacity is built. Factory capacity is the limiting factor for CATL's LCE consumption.

They've got 764 GWh of capacity currently within the construction pipeline. To give you some context this is roughly 650kt of LCE or 5.4Mt of SC6.

Where is 650kt of LCE going to come from? Mines take 4-8 years typically to come online in the western world, CATL can throw up battery capacity in 1-2 years or less. So it's clear that supply of lithium will be the constraint here. And it's important to note this is just CATL. Throw in BYD, LG, etc..

And its not like this 764GWh of capacity will sit idle. Global shipments reached 486 GWh of battery cells during H1 2026 which is up 93%. What else is growing at this speed?

You take this insane growth of one company, combined with the recent governance issues in Zimbabwe, lack of infrastructure in Nigeria and instability in the likes of Mali and the DRC, western spodumene producers and South American brines look very good here.

Cheers for reading!

[Dean Samsel @DeanSamsel]

@profstonge Thanks. I enjoy your videos and added you to my podcast list on Spotify!

[Dean Samsel @DeanSamsel]

Ignore the noise and look at the data! Thanks for pointing this out YJ!

[Energy Transition Investor @usuallyYJLee]

Oh no! Doubling of mine capacity!
Actually, this represents a DECREASE in my #lithium supply model. I originally had Mt Holland doubling nameplate by 2028. Now, it's pushed back TWO years.

Message hasn't changed - supply growth is NOT catching up with demand growth. We go into a deficit this year overall and it gets bigger from here.

[Dean Samsel @DeanSamsel]

@GreenOriginInv Could lithium prices remain volatile or correct further?
Yes
Does CATL’s restart solve the long-term supply requirement?
No

[Dean Samsel @DeanSamsel]

@GreenOriginInv Has lithium demand collapsed?
No
Has the long-term supply deficit thesis disappeared?
No
Did near-term supply expectations improve?
Yes
Was the early-2026 rally partially speculative?
Yes
Is the recent equity selloff fully justified by fundamentals?
No

[Dean Samsel @DeanSamsel]

@GreenOriginInv @doniewalsh Yep. Great opportunity to start a position or add to positions in Lithium companies.
$LAC $CYDVF $ABAT $NILIF

[Energy Transition Investor @usuallyYJLee]

Benchmark thinks Jianxiawo will produce 62kt LCE in 2026. I really doubt it. Even if they have 100kt LCE nameplate capacity, that's a run-rate impossible for the remaining 6 months at full production rate. And there's a ramp-up to consider these couple of months. #lithium

[Dean Samsel @DeanSamsel]

@GreenOriginInv Yes sir! Good time to add to your lithium portfolio

[Dean Samsel @DeanSamsel]

@futurist_lens Or you can diversify by investing in $HUMN and $BOTT

[Dean Samsel @DeanSamsel]

@jczuleta Then the junior miners need to be gobbled up like Nevada Lithium.
$NVLHF

[Dean Samsel @DeanSamsel]

@jczuleta We are paying the price for lack of investment in new mines in the last lithium downturn. China manipulating prices also played a role here. Thacker pass will only produce 40,000 tons. All the low cost mines need to be developed. I like the Nevada opportunities. $LAC $CYDVF NILIF