A Few Lithium Stocks and What Actually Matters Now
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Terrahutton doesn't only make the invisible, investable, they also sponsored this video, making it free of ads: https://www.terrahutton.io/.
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Read official company filings on www.SedarPlus.ca.Timestamps:00:00:00 Chapters00:00:17 Very Important Warning00:01:16 What's Chris' track record? 00:05:31 Does Chris drive an EV?00:06:57 Does Chris invest in lithium companies himself?00:09:00 What matters most in lithium right now?00:15:13 Is this lithium bull market real?00:18:36 What could drive EV sales if total car sales weaken?00:19:34 Why do lithium analysts disagree so much on supply forecasts?00:22:25 Where does Chris get his lithium data from?00:24:41 How high could lithium prices go if Chris is right?00:28:13 What is different about lithium this time?00:31:06 How can I get exposure to lithium?00:33:04 Should I bother with lithium explorers?00:40:26 What does Chris look for in greenfield lithium explorers?00:42:41 Does Chris dislike lepidolite and granitic lithium sources?00:45:14 What counts as a tier-one lithium deposit?00:46:32 Would Chris size up early drill hits like in gold or copper?00:48:12 Does Chris model projects from just a few drill holes?00:49:27 Is the sweet spot an MRE, a PEA, or a PFS?00:52:11 Which project metrics matter most to Chris?00:54:54 Which lithium names does Chris' like?00:58:24 Why does Chris like Corvette and Cisco?01:00:02 Does Chris own any lithium producers?01:03:27 What are the biggest risks to the lithium thesis?01:05:48 What is the sell signal for lithium?In this conversation, Chris Williams explains how he analyzes lithium markets, prices, supply, deposits, and investment opportunities.