Q: Hi team, could you provide me some of the smaller cap companies in the quantum glass battery space that are worth looking at ? Thank-you.
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Hello, thoughts on ALB for exposure to EVs? Why hasn't it participated as much as others. Can you comment on their ability to meet expectations and general management.
- Lithium Americas Corp. (LAC)
- Albemarle Corporation (ALB)
- Global X Lithium & Battery Tech ETF (LIT)
- Neo Lithium Corp. (NLC)
- Sociedad Quimica y Minera S.A. (SQM)
Q: Hello 5i team, do you like lithium as an investment? What would your favourite stock(s) or etf be? Thank you.
Q: I see Lithium and related stocks have taken quite a beating as supply has overstripped demand. However long term growth in electric car and required batteries seems to bode well for the industry. Any lithium stocks you recommend at this time for a longer term hold? Prefer companies with production or close to versus speculative...
- Nemaska Lithium Inc. (NMX)
- Mason Resources Inc. (LLG)
- Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
- Russel Metals Inc. (RUS)
- Trevali Mining Corporation (TV)
- iShares S&P/TSX Global Base Metals Index ETF (XBM)
- Albemarle Corporation (ALB)
Q: The above stocks and 1 ETF comprise my base metal holdings. Performance of several ( LLG, NMX, ALB, TV) has been dismal since purchase. I bought thinking that it was a good time in the business cycle to own commodities, with a slant towards lithium as you can see. The dollars invested in total are less than 3% of my portfolio. I am prepared to hold if the companies are performing adequately, but would appreciate whether you would consider any of the above sells or “not necessary to own” as you have coined in the past. Would it be preferable to sell all and buy Teck Resources? Thank you kindly for your consideration of this question and please deduct as many points as appropriate for such a lengthy list.
Q: Can you comment on ALB's earnings? If you heard or read the commentary was there anything there to justify the drop? Any thoughts moving forward? Thank-you.
Q: I hold both of these companies and was wondering if there was any reason other than the recent market that they are still going down.
Thanks for your help.
Thanks for your help.
Q: Would Sherritt be a possible miner of Nickel sulphate which may be in high demand for batteries. Do you have any other miners who currently produce nickel sulphate that you would recommend?
Q: Hello 5i Wondering if you know anything about this company. It's in the lithium business which is a major component of batteries. Wondering what your thoughts are on it.
Q: Please provide your opinion for above mentioned stocks. Liberty Expedia and Albermarle. Thanks
Q: I hold both of these stocks and would like to trim back to 50% of what I hold. Would you suggest keeping both or just one and if so which one.
Q: Hello Team, Elon Musk is building his battery Gigafactory in Sparks Nevada. It appears there are 14 other battery Gigafactories on the drawing boards, soon to be built around the world. The demand for batteries to power EV's and everything in your house will continue to push up the demand for Lithium. ALB controls 22% of world Li supply, so seems like a good large cap choice. For a more speculative pic I am considering, PE,LAC, or GALXF. Do you have any thoughts on these stocks or other Li stocks you prefer? Thanks Team Chris
Q: Do you see lithium and solar as "theme" stories that still have legs and a high probability of becoming very profitable investments?
Would you provide 2-3 names that for each sector that appear to be the "best of breed".
Thanks.
Would you provide 2-3 names that for each sector that appear to be the "best of breed".
Thanks.
Q: In general, what do you think of the lithium space going forward and is there a particular company, Canada or US that you see as opportunistic.
Thanks
Guy R.
Thanks
Guy R.
Q: On Thursday, the stock jumped 10% on Volume > Double the norm. There was/is no news on why. Any idea? Is it too late to jump on board?
Thanks!
Thanks!
Q: I just read your blog of June 11th on lithium and I cannot find Rockwood Holdings you are talking about. Is it a public company ?
What do you think of Albermarle (alb)relative to FMC ? Do you see any good alternative at this time ?
Many thanks,
Jacques
What do you think of Albermarle (alb)relative to FMC ? Do you see any good alternative at this time ?
Many thanks,
Jacques