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  • Originalmente publicado por DOGVILLE86 Ver Mensaje
    Ten cuidado compañero.... Mira mineras de Litio más sólidas y con mejores fundamentales. Galaxy Resources, Neometals, etc., son empresas muy especulativas y no aptas para novatos.
    Pueden ser todo lo especulativa que tu quieras, pero tienen cash, sobre todo Neometals, deuda controlable (Neometals practicamente no tiene deuda) y roe por encima del 20%. Además contratos con China, ya venden Litio y por explotar grandes proyectos como sal de vida.
    Mírate mejor las empresas, también tienes una buena muy grande, Albemarle, pero esa si la veo ya más subida. Gxy y Neometals tienen per bajo y mucha proyección.

    Comentario


    • Originalmente publicado por jerez1 Ver Mensaje
      Pueden ser todo lo especulativa que tu quieras, pero tienen cash, sobre todo Neometals, deuda controlable (Neometals practicamente no tiene deuda) y roe por encima del 20%. Además contratos con China, ya venden Litio y por explotar grandes proyectos como sal de vida.
      Mírate mejor las empresas, también tienes una buena muy grande, Albemarle, pero esa si la veo ya más subida. Gxy y Neometals tienen per bajo y mucha proyección.
      Gracias por el consejo dog de momento no tengo pensado invertir en ninguna pregunto porque me interesa bastante el sector
      Muchas gracias Jerez me miraré las que me has dicho ya cuando saque tiempo y las analizar con calma te comento si me acuerdo
      Gracias por el.post por cierto se agradece el seguimiento que haces

      Comentario


      • Originalmente publicado por lullabite Ver Mensaje
        Gracias por el consejo dog de momento no tengo pensado invertir en ninguna pregunto porque me interesa bastante el sector
        Muchas gracias Jerez me miraré las que me has dicho ya cuando saque tiempo y las analizar con calma te comento si me acuerdo
        Gracias por el.post por cierto se agradece el seguimiento que haces
        Precios y demanda de litio al alza. Se preveen varios años muy buenos

        Lithium Price Breakout Written by Luke Burgess
        Posted September 21, 2017 at 7:14PMTweet
        --------------------------------------------------------------------------------

        The price of lithium is breaking out!
        And from here, prices for the energy metal are set to absolutely explode!

        You absolutely will not want to miss out on this opportunity. Lithium could very well turn out to be one of the biggest sleeper investments of the year. And in just one minute, I'll tell you exactly how to start investing today.

        But first, take a look at this chart...



        The price of lithium has increased over 50% since the beginning of the year. But this is only the beginning. And that's simply because the market is positioned to see a torrential flood of new demand for the energy metal, putting lithium in the catbird seat for outrageous gains.

        Not long ago, lithium was hot. Everyone was talking about it. Lithium was on the cover of every magazine and newspaper in the country. The talking heads on CNBC and other financial media wouldn't stop discussing it. My parents were asking about it.

        But today, only smart investors are still paying attention. Most of the market is distracted by Bitcoin, Antifa, or some other such nonsense. But while they chase invisible coins and spin their wheels bickering with each other, we should be taking this opportunity to quietly invest in the real future they're ignoring: lithium.

        The truth is, all of the hype surrounding lithium was, and still is, very well deserved. Lithium is nothing less than the energy metal of the future. And already, the metal has changed the way we live. There's no doubt you're surrounded by lithium right now. It's in your cell phones, laptops, tablets, digital cameras, power tools... basically anything with a battery.

        But the lithium-ion market is still rapidly expanding. According to a new report, the global lithium-ion battery market is expected to grow from $22 billion last year to nearly $100 billion by 2025!



        There's no doubt we're still in the very early stages of the lithium revolution. And it's one that's being driven forward by the proliferation of electric vehicles.


        The Best Free Investment You'll Ever Make
        Our analysts have traveled the world over, dedicated to finding the best and most profitable investments in the global energy markets. All you have to do to join our Energy and Capital investment community is sign up for the daily newsletter below.

        We never spam! View our Privacy Policy
        You'll also get our free report, Lithium: Invest in the World’s Energy Future.

        The Era of the Combustion Engine Is Ending
        The steam engine was great. But the fossil fuel combustion engine replaced it with more power and better efficiency.

        Soon, the fully electric engine will replace the combustion engine with even more power and better, cleaner efficiency.

        And every single one of them will be lithium-dependent. One electric car requires about 3,000 times the lithium needed for an average cell phone.

        Just last week, China (the world's largest automotive market since 2008) announced plans to end the production and sale of all fossil fuel vehicles. As a result, investors put over $40 million into Global X Lithium ETF (NYSE: LIT) last week.

        But China isn't the only country with plans to ban fossil fuel engines. In July, Britain announced that it plans to ban the sale of fossil fuel vehicles by 2040. Two weeks later, France announced a similar goal. Meanwhile, Norway and the Netherlands are currently considering plans to end the sale of diesel- and gasoline-fueled cars.

        The rest of the world is soon going to follow suit. The lithium-ion revolution is in full swing. But supply of lithium is expected to remain tight for the next several years. Just look at the U.S. Department of Energy's projections for supply and demand:



        All this puts today's investors in an incredible position to profit. Energy Investor editor Keith Kohl tells me, “I haven't stopped watching the lithium market since it first popped years ago. But right now we're looking at an upheaval in demand for lithium. Today's investors will be tomorrow's millionaires.”

        Keith recently put together an entire report on this explosive market, which you can check out here. In the report, he explains in much fuller detail the opportunities in lithium and lays out his three “Lithium Mega Plays.”

        I highly urge you to read this report as soon as possible and act today.

        Again, this is an opportunity you're not going to want to miss out on. We're sitting at the dawn of a major paradigm shift. The revolution is happening now. And it won't wait for you.

        Don't get left behind.


        Until next time,



        Luke Burgess

        Comentario


        • Originalmente publicado por jerez1 Ver Mensaje
          Precios y demanda de litio al alza. Se preveen varios años muy buenos

          Lithium Price Breakout Written by Luke Burgess
          Posted September 21, 2017 at 7:14PMTweet
          --------------------------------------------------------------------------------

          The price of lithium is breaking out!
          And from here, prices for the energy metal are set to absolutely explode!

          You absolutely will not want to miss out on this opportunity. Lithium could very well turn out to be one of the biggest sleeper investments of the year. And in just one minute, I'll tell you exactly how to start investing today.

          But first, take a look at this chart...



          The price of lithium has increased over 50% since the beginning of the year. But this is only the beginning. And that's simply because the market is positioned to see a torrential flood of new demand for the energy metal, putting lithium in the catbird seat for outrageous gains.

          Not long ago, lithium was hot. Everyone was talking about it. Lithium was on the cover of every magazine and newspaper in the country. The talking heads on CNBC and other financial media wouldn't stop discussing it. My parents were asking about it.

          But today, only smart investors are still paying attention. Most of the market is distracted by Bitcoin, Antifa, or some other such nonsense. But while they chase invisible coins and spin their wheels bickering with each other, we should be taking this opportunity to quietly invest in the real future they're ignoring: lithium.

          The truth is, all of the hype surrounding lithium was, and still is, very well deserved. Lithium is nothing less than the energy metal of the future. And already, the metal has changed the way we live. There's no doubt you're surrounded by lithium right now. It's in your cell phones, laptops, tablets, digital cameras, power tools... basically anything with a battery.

          But the lithium-ion market is still rapidly expanding. According to a new report, the global lithium-ion battery market is expected to grow from $22 billion last year to nearly $100 billion by 2025!



          There's no doubt we're still in the very early stages of the lithium revolution. And it's one that's being driven forward by the proliferation of electric vehicles.


          The Best Free Investment You'll Ever Make
          Our analysts have traveled the world over, dedicated to finding the best and most profitable investments in the global energy markets. All you have to do to join our Energy and Capital investment community is sign up for the daily newsletter below.

          We never spam! View our Privacy Policy
          You'll also get our free report, Lithium: Invest in the World’s Energy Future.

          The Era of the Combustion Engine Is Ending
          The steam engine was great. But the fossil fuel combustion engine replaced it with more power and better efficiency.

          Soon, the fully electric engine will replace the combustion engine with even more power and better, cleaner efficiency.

          And every single one of them will be lithium-dependent. One electric car requires about 3,000 times the lithium needed for an average cell phone.

          Just last week, China (the world's largest automotive market since 2008) announced plans to end the production and sale of all fossil fuel vehicles. As a result, investors put over $40 million into Global X Lithium ETF (NYSE: LIT) last week.

          But China isn't the only country with plans to ban fossil fuel engines. In July, Britain announced that it plans to ban the sale of fossil fuel vehicles by 2040. Two weeks later, France announced a similar goal. Meanwhile, Norway and the Netherlands are currently considering plans to end the sale of diesel- and gasoline-fueled cars.

          The rest of the world is soon going to follow suit. The lithium-ion revolution is in full swing. But supply of lithium is expected to remain tight for the next several years. Just look at the U.S. Department of Energy's projections for supply and demand:



          All this puts today's investors in an incredible position to profit. Energy Investor editor Keith Kohl tells me, “I haven't stopped watching the lithium market since it first popped years ago. But right now we're looking at an upheaval in demand for lithium. Today's investors will be tomorrow's millionaires.”

          Keith recently put together an entire report on this explosive market, which you can check out here. In the report, he explains in much fuller detail the opportunities in lithium and lays out his three “Lithium Mega Plays.”

          I highly urge you to read this report as soon as possible and act today.

          Again, this is an opportunity you're not going to want to miss out on. We're sitting at the dawn of a major paradigm shift. The revolution is happening now. And it won't wait for you.

          Don't get left behind.


          Until next time,



          Luke Burgess
          Why the Galaxy Resources Limited share price is climbing again


          Steve Holland | September 27, 2017 |
          More on:

          GXY





          The Galaxy Resources Limited (ASX: GXY) share price gained 5.27% to close on Tuesday at $2.55 as the lithium company continues to benefit from a series of announcements indicting shifts away from diesel and petrol fuel sources.



          Galaxy Resources Limited is a global lithium company with mining interests in Western Australia, Canada and Argentina.



          Lithium, with limited supply, strong demand and steady price increases over the past 10 years, is used to make batteries in cars, phones and other technology.



          With plans to ban diesel cars in Britain and France and talk of China following suit, Australian lithium companies…






















          The
          Galaxy Resources Limited
          (ASX: GXY) share price gained 5.27% to close on Tuesday at $2.55 as the lithium company continues to benefit from a series of announcements indicting shifts away from diesel and petrol fuel sources.


          Galaxy Resources Limited is a global lithium company with mining interests in Western Australia, Canada and Argentina.


          Lithium, with limited supply, strong demand and steady price increases over the past 10 years, is used to make batteries in cars, phones and other technology.


          With plans to ban diesel cars in Britain and France and talk of China following suit, Australian lithium companies have enjoyed solid gains over the past few months, although Galaxy Resources is still down from its monthly high of $2.82.






          https://www.fool.com.au/2017/09/27/w...limbing-again/

          Comentario


          • Originalmente publicado por jerez1 Ver Mensaje
            Precios y demanda de litio al alza. Se preveen varios años muy buenos

            Lithium Price Breakout Written by Luke Burgess
            Posted September 21, 2017 at 7:14PMTweet
            --------------------------------------------------------------------------------

            The price of lithium is breaking out!
            And from here, prices for the energy metal are set to absolutely explode!

            You absolutely will not want to miss out on this opportunity. Lithium could very well turn out to be one of the biggest sleeper investments of the year. And in just one minute, I'll tell you exactly how to start investing today.

            But first, take a look at this chart...



            The price of lithium has increased over 50% since the beginning of the year. But this is only the beginning. And that's simply because the market is positioned to see a torrential flood of new demand for the energy metal, putting lithium in the catbird seat for outrageous gains.

            Not long ago, lithium was hot. Everyone was talking about it. Lithium was on the cover of every magazine and newspaper in the country. The talking heads on CNBC and other financial media wouldn't stop discussing it. My parents were asking about it.

            But today, only smart investors are still paying attention. Most of the market is distracted by Bitcoin, Antifa, or some other such nonsense. But while they chase invisible coins and spin their wheels bickering with each other, we should be taking this opportunity to quietly invest in the real future they're ignoring: lithium.

            The truth is, all of the hype surrounding lithium was, and still is, very well deserved. Lithium is nothing less than the energy metal of the future. And already, the metal has changed the way we live. There's no doubt you're surrounded by lithium right now. It's in your cell phones, laptops, tablets, digital cameras, power tools... basically anything with a battery.

            But the lithium-ion market is still rapidly expanding. According to a new report, the global lithium-ion battery market is expected to grow from $22 billion last year to nearly $100 billion by 2025!



            There's no doubt we're still in the very early stages of the lithium revolution. And it's one that's being driven forward by the proliferation of electric vehicles.


            The Best Free Investment You'll Ever Make
            Our analysts have traveled the world over, dedicated to finding the best and most profitable investments in the global energy markets. All you have to do to join our Energy and Capital investment community is sign up for the daily newsletter below.

            We never spam! View our Privacy Policy
            You'll also get our free report, Lithium: Invest in the World’s Energy Future.

            The Era of the Combustion Engine Is Ending
            The steam engine was great. But the fossil fuel combustion engine replaced it with more power and better efficiency.

            Soon, the fully electric engine will replace the combustion engine with even more power and better, cleaner efficiency.

            And every single one of them will be lithium-dependent. One electric car requires about 3,000 times the lithium needed for an average cell phone.

            Just last week, China (the world's largest automotive market since 2008) announced plans to end the production and sale of all fossil fuel vehicles. As a result, investors put over $40 million into Global X Lithium ETF (NYSE: LIT) last week.

            But China isn't the only country with plans to ban fossil fuel engines. In July, Britain announced that it plans to ban the sale of fossil fuel vehicles by 2040. Two weeks later, France announced a similar goal. Meanwhile, Norway and the Netherlands are currently considering plans to end the sale of diesel- and gasoline-fueled cars.

            The rest of the world is soon going to follow suit. The lithium-ion revolution is in full swing. But supply of lithium is expected to remain tight for the next several years. Just look at the U.S. Department of Energy's projections for supply and demand:



            All this puts today's investors in an incredible position to profit. Energy Investor editor Keith Kohl tells me, “I haven't stopped watching the lithium market since it first popped years ago. But right now we're looking at an upheaval in demand for lithium. Today's investors will be tomorrow's millionaires.”

            Keith recently put together an entire report on this explosive market, which you can check out here. In the report, he explains in much fuller detail the opportunities in lithium and lays out his three “Lithium Mega Plays.”

            I highly urge you to read this report as soon as possible and act today.

            Again, this is an opportunity you're not going to want to miss out on. We're sitting at the dawn of a major paradigm shift. The revolution is happening now. And it won't wait for you.

            Don't get left behind.


            Until next time,



            Luke Burgess


            Tiene la pinta de alcanzar los máximos del año pasado. Cierra con 5% arriba y ya se acerca a los 3 aud

            Comentario


            • Originalmente publicado por jerez1 Ver Mensaje
              A mí me está aumentando la rentabilidad de la cartera que dá gusto con las de litio australianas. Tienen mucho potencial.
              Galaxy resources,Dakota Minerals Y Neometals.
              Hay que aprovecha estos momentos tan alcistas
              Acuerdo Pannasonic! Otro subidón

              https://www.fool.com.au/2017/10/03/g...l-speculation/

              Comentario


              • Originalmente publicado por jerez1 Ver Mensaje

                Galaxy Resources strikes deal with Japan's Panasonic
                Share
                Share via Email Share on Google Plus Post on facebook wall Share on twitter Post to Linkedin Share on Reddit A Panasonic lithium-ion flexible battery.
                Koji Ueda
                by
                Sarah Thompson Anthony Macdonald Joyce Moullakis Hot on the heels of Pilbara Minerals' deal with Chinese automaker Great Wall, Galaxy Resources has inked an agreement with Tesla battery supplier Panasonic, as first reported by Street Talk.

                Battery makers like Japan's Panasonic have been looking to lock in supplies of high quality lithium to ensure they have enough material to meet demand for their lithium-ion batteries, used to power electric vehicles.

                Sources told this column managing director Anthony Tse, chairman Martin Rowley and other directors were in Japan for a signing ceremony two weeks ago. Shipping data also shows product from Mt Cattlin being shipped to Japan.

                Galaxy, capitalised at $1.1 billion, is one of the few producers that hasn't locked all of its slated production into agreements with long-term customers.

                Galaxy currently supplies spodumene concentrate produced from its Mt Cattlin mine in Western Australia to lithium converters in China, which then make the lithium chemical used by battery manufacturers.

                Related Quotes
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                View all announcements It has agreements to sell 120,000 tonnes of concentrate from Mt Cattlin in 2017 and is expected to announce a 2018 offtake agreement before the end of the year.

                Galaxy is developing the Sal de Vida lithium brine project in Argentina and has for months flagged discussions with "investors, offtakers and potential strategic partners" for the project's production. It is also studying the development of its James Bay lithium project in Canada.

                Both of these projects are expected to produce the lithium chemicals directly, rather than via a third-party converter, which may be more appealing to Japanese battery manufacturers.

                Galaxy chief financial officer Alan Rule told reporters on the sidelines of the Diggers and Dealers conference in August the company had held discussions with large car manufacturers about lithium supply, particularly from Sal de Vida.

                "They are very active right now and they have been for the past couple of months," Rule said in August.

                It comes after fellow West Australian lithium miner Pilbara Minerals struck a deal with Great Wall to sell up 150,000 tonnes a year of product from Pilbara's Pilgangoora project in Western Australia.

                Galaxy shares closed 5.8 per cent higher at $2.90 on Tuesday.



                Read more: http://www.afr.com/street-talk/galax...#ixzz4uTKd3sQz
                Follow us: @FinancialReview on Twitter | financialreview on Facebook

                Comentario


                • Originalmente publicado por jerez1 Ver Mensaje
                  Vuelve a subir un 2,5%.

                  Noticia producción estimada

                  https://investorintel.com/sectors/te...thium-liftoff/

                  Comentario


                  • Originalmente publicado por jerez1 Ver Mensaje
                    Vuelve a subir un 2,5%.

                    Noticia producción estimada

                    https://investorintel.com/sectors/te...thium-liftoff/

                    Ha pulverizado los 3 dólares



                    http://www.afr.com/street-talk/galax...0171002-gyt44m

                    Comentario


                    • Originalmente publicado por Invertirenbolsa Ver Mensaje
                      Hola jerez,

                      Esta parece que tiene poca liquidez, el gráfico semanal es de poco movimiento de acciones:



                      Técnicamente sí tiene pinta de suelo. Los 0,17 son importantes, es un sitio en el que se podría poner stop-loss.


                      Saludos.
                      La producción de litio podría cuadruplicarse en los próximos años
                      Hoy se extraen 40.000 toneladas y hay proyectos por otras 100.000
                      https://www.clarin.com/economia/econ...SyaUZL8nb.html

                      Comentario


                      • Originalmente publicado por jerez1 Ver Mensaje
                        Vuelve a subir y marca máximos del año en 3,14 tras nueva presentación de la compañía

                        http://finance.google.com/finance?q=ASX:GXY

                        Comentario


                        • Originalmente publicado por jerez1 Ver Mensaje
                          Vuelve a subir y marca máximos del año en 3,14 tras nueva presentación de la compañía

                          http://finance.google.com/finance?q=ASX:GXY
                          http://www.abnnewswire.net/press/en/...ion-90303.html

                          Comentario


                          • Originalmente publicado por jerez1 Ver Mensaje
                            Vuelve a subir y marca máximos del año en 3,14 tras nueva presentación de la compañía

                            http://finance.google.com/finance?q=ASX:GXY

                            Trato con Lepidicio

                            http://www.galaxylithium.com/announc...laxy-resources

                            Comentario


                            • Originalmente publicado por jerez1 Ver Mensaje
                              Vuelve a subir y marca máximos del año en 3,14 tras nueva presentación de la compañía

                              http://finance.google.com/finance?q=ASX:GXY












                              Galaxy not far away from milking micas

                              Stuart McKinnon

                              Thursday, 12 October 2017 8:18AM
                              The lithium miner will help junior Lepidico commercialise its L-Max technology.Picture: Kalgoorlie Miner Galaxy Resources will invest $2.9 million and take a 12 per cent stake in a company developing technology that can extract lithium from low-grade waste ore.
                              The lithium miner will use its financial muscle, technical capabilities, industry contacts and market expertise to help junior Lepidico commercialise its L-Max technology.



                              Lithium is usually mined from hard rock (spodumene) and brine sources, but it also exists in micas, such as lepidolite and zinnwaldite, but no process exists to commercially extract it.
                              L-Max aims to change that.
                              Galaxy hopes the L-Max technology can help it extract lithium from ore considered waste at its Mt Cattlin project near Ravensthorpe, and its proposed James Bay project in Canada.
                              Galaxy’s managing director Anthony Tse described L-Max as an exciting technology.
                              He said the alliance with Lepidico would allow the company to evaluate processing its significant mica feedstocks.
                              Lepidico’s managing director Joe Walsh said the investment by Galaxy was a great endorsement of the company’s strategy and its L-Max technology.
                              The company also plans to raise $4 million in a one-for-six rights issue priced at 1¢ per share to fund a feasibility study to explore a processing plant that uses the technology.
                              Lepidico also has interests in conventional lithium projects in WA, NSW, Canada, Portugal and Brazil.
                              Shares in the company closed up 0.3¢, or 25 per cent, at 1.5¢ yesterday after hitting 2¢ in earlier trade, while Galaxy shares ended flat at $3.14.
                              In other lithium news, Argentinian-focused brine producer Argosy Minerals entered a trading halt after flagging a potential dispute with its Chinese offtake partner, and shares in Venus Metals Corporation jumped 36 per cent after it identified a “giant pegmatite” at its Poona East project in the Murchison.
                              Macquarie lifted its 2018 lithium carbonate price forecast by 20 per cent to an average $9000/t.
                              However, the bank warned that a looming “avalanche of supply” from emerging producers had prompted forecast prices of $7500-$8500/t in 2019-2020.

                              Comentario


                              • Originalmente publicado por jerez1 Ver Mensaje
                                Vuelve a subir y marca máximos del año en 3,14 tras nueva presentación de la compañía

                                http://finance.google.com/finance?q=ASX:GXY
                                Buen cierre, 7% arriba y nuevo máximo anual. Se coloca en máximos desde el boom del litio de hace un par de años

                                Comentario


                                • Originalmente publicado por jerez1 Ver Mensaje
                                  Buen cierre, 7% arriba y nuevo máximo anual. Se coloca en máximos desde el boom del litio de hace un par de años
                                  Galaxy Resources hits fresh 8-year high after Q3 report


                                  Tuesday, 17 October, 2017






                                  Presentación de resultados

                                  http://www.galaxylithium.com/announc...s-presentation

                                  Comentario


                                  • Originalmente publicado por jerez1 Ver Mensaje
                                    Galaxy Resources hits fresh 8-year high after Q3 report


                                    Tuesday, 17 October, 2017






                                    Presentación de resultados

                                    http://www.galaxylithium.com/announc...s-presentation


                                    Vuelve a subir un 4% y marca nuevo máximo del año

                                    Comentario


                                    • Originalmente publicado por jerez1 Ver Mensaje
                                      Vuelve a subir y marca máximos del año en 3,14 tras nueva presentación de la compañía

                                      http://finance.google.com/finance?q=ASX:GXY


                                      Otro 6% arriba y se aproxima a los 4 dólares.

                                      Comentario


                                      • Originalmente publicado por jerez1 Ver Mensaje
                                        Vuelve a subir y marca máximos del año en 3,14 tras nueva presentación de la compañía

                                        http://finance.google.com/finance?q=ASX:GXY
                                        Acciones de litio


                                        inCompartir



                                        Litio, cobre, zinc y cobalto son los metales de moda ligados al crecimiento económico, y todos menos el zinc motivados por el futuro en apariencia de éxito de los vehículos eléctricos. Quizás el litio se lleve la palma por el espectacular crecimiento de su precio y de las cotizaciones de las mineras, mientras los analistas se olvidan del cobalto, otro metal que puede producir excelentes beneficios a los inversores porque las lithium-ion batteries llevan sorprendentemente más cobalto que litio.

                                        Pero si el inversor normal piensa que el litio solo se emplea en las famosas baterías, se equivoca ya que de su consumo estas almacenadoras de energía eléctrica se llevan solo un 35% del pastel, mientras que la industria cerámica y del vidrio se llevan un 32% de la producción... Hay más consumidores como la industria de lubricantes y grasas, el tratamiento de aire y los polímeros.

                                        En nuestro anterior artículo sobre este último metal: <LITIO : ¿la burbuja está servida?>, dábamos una panorámica sin entrar en muchos detalles. En primer lugar, entre los que denominaríamos seniors mines se encuentran las empresas denominadas grandes jugadoras del litio que son las americanas Albemarle, FMC y la chilena Sociedad Química y Minera de Chile.

                                        Desde hace muchos meses las tres cotizadas caminan a gran velocidad con subidas impresionantes.

                                        Casi siempre, cuando los analistas -que van por delante de los inversores- se echan las manos a la cabeza por las enormes alzas, y, advirtiendo de que los precios no se corresponden ni con los beneficios actuales ni con los futuros por muy halagüeños que estos sean, sin embargo, las cotizaciones suben y suben alcanzando niveles estratosféricos.

                                        Así, siempre en mi humilde opinión, Albemarle y FMC que, además de empresas litieras son jugadoras de otros minerales/metales y se encuentran hiper-valoradas, la tercera, la chilena Sociedad Química y Minera de Chile se encuentra -todavía en unos niveles infravalorados que merecen la pena un seguimiento y en el supuesto, de que nuestros lectores lo estimen, entren en ella.

                                        De los tres jugadores del litio, la que más porcentaje tiene en su producción y en sus beneficios es la minera chilena y, por tanto, será la más beneficiada en el caso de que el litio continúe su loca carrera alcista.

                                        Del resto de productoras litieras, de pequeño tamaño, me gustan las australianas Galaxy Resources y Orocobre que en el último mes han subido más de un 50%. Las encuentro, también, sobrevaloradas aunque este mercado del litio pueda y vaya seguir subiendo. Ambas están en máximos anuales con el correspondiente peligro...

                                        Otra minera australiana que acaba de comenzar la producción es Neometals con una revalorización impresionante y que se puede encontrar en zona de peligro.




                                        Las canadienses junior mines, en fase de exploración son Nemaska Lithium, Lithium X, Pure Energy Minerals, MGX Minerals y Lithium Americas.

                                        De todo este paquete de litieras la que más nos hace tilín es MGX Minerals por varias razones. La primera es la compañía más tecnológica del grupo ya que su objetivo principal es, mediante nanofiltración de una salmuera residual de petróleo conseguir el metal. Pasada la prueba con éxito con una mini-planta piloto, a partir del próximo noviembre comenzará la extracción de litio con una procesadora de 120 m3 diarios. Además de este sistema innovador de obtención de litio, MGX Minerals posee una media docena de propiedades en fase de exploración. Su precio todavía no se ha disparado y puede ser una compra asequible. Es junto a Química y Minera, nuestra apuesta favorita para este metal de moda.

                                        El lunes 23 de octubre es una jornada importante para comprobar si la tendencia alcista del cobre se confirma. Nuestro pronóstico es que el cobre seguirá subiendo y arrastrando a nuestras mineras canadienses Copper Mountain y Taseko Mines. Otros jugadores que producirán frutos son la también canadiense Teck Resources y la australiana Sandfire que se encuentran infravaloradas.

                                        Nota importante: Para invertir en litio la apuesta más segura con poco riesgo - es el fondo cotizado ETF, Global X Lithium & Battery Tech ETF cotizado en el NYSE : LIT,






                                        http://latribunadelpaisvasco.com/not...ones-de-litio/

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                                        • Libros de Gregorio Hernández Jiménez (invertirenbolsa.info)
                                          La batería más grande del mundo (Parte 2)



                                          • 12 Octubre 2017




                                          Después que Tesla anunciara que construirá la bateria más grande comienza a visualizarse la creación de un lucrativo mercado que mezcla tradición e innovación: el litio.


                                          Las baterías de litio son necesarias para equipar tanto vehículos eléctricos como un gran número de dispositivos de diversa índole. Está previsto que su consumo aumente sensiblemente en los próximos años, especialmente fomentado por la eclosión del IoT y las nuevas aplicaciones que vayan apareciendo. Esta tribuna se centra en el litio y tiene directa relación con la publicada hace algunos días sobre la bateria más grande del mundo, pero hay que recordar que estas baterías también suelen incorporar otros materiales distintos, como son: cobalto, manganeso, grafito, aluminio o níquel, por ejemplo.
                                          La producción de litio no está ausente de dificultades y el precio de mercado no para de aumentar. Australia es el mayor productor, seguido por Chile y Argentina (estos últimos tienen las mayores reservas estimadas). Países como China, Canadá, México y USA, entre otros, también tienen proyectos ya operativos o que se encuentran en distintas fases de prospección, evaluación y ejecución. De cualquier forma, hay pocas explotaciones a nivel mundial y la incorporación de una nueva explotación en el mercado es un proceso lento.
                                          La economía de extracción varía sensiblemente en función del área geográfica. Por lo general, en las regiones áridas suramericanas, que disponen de bastas llanuras salinas, la extracción resulta más sencilla y económica, comparado con otras regiones, en las que se tiene que extraer desde cotas más profundas de la tierra.
                                          El primer caso se beneficia de un proceso muy conocido y asequible, basado en la gestión de salmueras y una fase de evaporación solar (las inclemencias del tiempo suelen incidir en la eficiencia productiva a lo largo del año). En el segundo caso, el proceso estaría más asimilado con la minería tradicional. Para tener una idea genérica a nivel económico de lo que ambas opciones representan, en el segundo caso el coste puede llegar a duplicarse frente al primero, aunque hay muchas disparidades.
                                          En el mercado, tal como se ha comentado, los precios de la materia prima se han disparado. Por una tonelada de carbonato de litio en el año 2011 se pagaban 4.000 dólares. Hoy el precio supera los 14.000. Este dinamismo hace que hayan aparecido algunas decenas de iniciativas en varios lugares del mundo, que planean comenzar su operación en los próximos años. Muchos de estos proyectos están enmarcados en el segundo caso de extracción que hemos comentado. De hecho, la proyección de oferta agregada, en cuanto a la capacidad productiva, se hace imprescindible para poder mantener el ritmo de demanda potencial estimada.
                                          Con estos mimbres, se atisban dificultades a tener en cuenta, por lo menos para los inversores. La experiencia reciente pone de manifiesto que en varias instalaciones de litio no se llega a obtener el 100% del rendimiento estimado al inicio del proyecto, debido a distintos factores extrínsecos e intrínsecos al propio proceso productivo. A esto se suma que algunas compañías mineras se inician en este particular mercado y no acumulan, por el momento, suficiente 'know-how'.
                                          Otro aspecto a tener en cuenta es el cálculo del payback para la inversión de un proyecto de extracción y proceso de estas características, que obviamente depende de múltiples variables. Pero a parte de todas ellas, hay una referencia en la que muchos expertos parecen coincidir: el payback no debería de ser superior a 25 años. La razón es sencilla: se considera que, pasado este período, ya habrán aparecido en el mercado otras alternativas al litio, lo que se traducirá en una sustancial presión a la baja de los precios para la materia prima. En síntesis, la evolución de la oferta y la demanda puede estar sometida a distintos vaivenes en un futuro no tan lejano.

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