Gunner

Following lithium, battery materials, commodities and the energy transition.

[Gunner @Dreesen90G]

Lithium Argentina, Galan Lithium, Noa Lithium.
#LAR #GLN #NOAL

[Matt Fernley @matt_fernley]

The equity market doesn’t seem to want Argentine lithium brines. The lithium industry does.

Our latest free report asks why - and why some of the lowest-cost, most scalable and hardest-to-replace assets in lithium may be materially undervalued.

https://t.co/KEVKsLQ9Ce

[Caldera House @CalderaHouse]

$FRB special advisor Ken Hoffman was in Oz this last week providing context around the world’s insatiable appetite for energy and what that means for battery storage and critical minerals demand.

@mattmichaelOG showing some great Aussie hospitality.

Must watch: https://t.co/CRNz0CKinh

[Rock Stock Channel @RKEquityRocks]

Check out our latest research report on @NOAlithium entitled “Market Fails to Understand NOA’s Optionality”

Our thesis:

•Robust PEA: 20Ktpa lithium carbonate project with potential to expand to 40Ktpa over 30 years life for capex of US$706m and mine gate cash costs of US$5641/t.

•Unrecognized Optionality: Multiple paths to value: technical-grade carbonate, chloride, or hybrid DLE.

•Strategic Scarcity: Argentinian brines are at the bottom of the cost curve and are highly sought after by industry players.

•Valuation Gap: NOA trades at c.$10/t LCE. Recent M&A in the sector was at multiples closer to $50–100/t.

Bottom Line: $NOAL.v is a relatively new entrant in the market which boasts a strong management team, good investor support and a good asset base with plenty of optionality to benefit from higher lithium prices.

Read the full research report here: https://t.co/PKmloMXDYn

[Rock Stock Channel @RKEquityRocks]

“I bet on myself, and I bet on Galan.”

A near-term lithium producer, a low-cost Argentine brine asset, insider buying, and a valuation gap versus hard rock peers that looks hard to defend.

We discuss the @GalanLithium setup with JP Vargas and Ross Dinsdale.

📺: https://t.co/sTSuhPc37l

$GLN