via @benchmarkmin
In 2026, prices are rebounding, as some markets have seen major disruptions
$SLM.AX is advancing its South American energy metals portfolio, with drilling at its Brazil #Lithium Project set to commence this month
Read https://t.co/QjaQHN2AK2
#BatteryMaterial
Not investing advice but after doing well with @pls_global over the years and later #LatinResources, I followed PLS by investing in @SolisMinerals. I am not compensated in any way by Solis.
AI Plays - Currently Underexposed
Memory is the acute bottleneck.
Per-GW costs are rising (power + memory).
OpenAI diversifying suppliers.
HBM makers + power equipment now have structural pricing power.
Currently researching;
$DRAM (HBM memory choke point).
$AIPO (Power equipment, transformers, generation).
One of the most undervalued projects on the ASX. A confirmed JORC resource with a market cap of $38mil and a whole stack of garnet at kanmantoo. $HVY
This will pop as soon as the PFS is out.
We ❤️ garnet at #LFG .