Hear It Straight from the Energy Horse’s Mouth
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| By Sean Brodrick |
I know you’re ready to feast on turkey — I am too! Happy (almost) Thanksgiving!
But before we do that, let’s take the time to gobble up a trio of interviews with interesting companies.
Like last week, I wanted to share three important conversations with you. Each comes with risk. These are small companies after all. But the potential profits are enormous!
You see, I recently attended the New Orleans Investment Conference. It’s a fantastic gathering of smart minds and mostly unknown companies.
I like talking to those companies and recording my interviews with CEOs and other representatives, so I can then share them with you! And I have THREE of those interviews for you today. All three are energy companies, but not the traditional types of energy like oil and gas. No, I’m talking lithium and uranium.
Two of these interviews are with lithium explorers. The third interview is with a uranium explorer that’s on the cusp of being a producer. You’ll get the scoop straight from the horse’s mouth — the energy horse’s mouth, you might say.
Let’s get started …
Interview #1: Century Lithium
I talked to Spiros Cacos, VP of investor relations for Century Lithium (TSX-V: LCE, OTCQX: CYDVF). Century is a lithium explorer with a market cap of $72 million. So, it’s tiny, but it is drilling one of the largest U.S. lithium deposits.
The deposit is located in central Nevada and right next door to a working lithium mine owned by Albemarle (ALB).
Century Lithium is still in the early stages on this project. After it publishes its pre-feasibility study, it will be available for grants and other funding from the U.S. government, and that’s also when big potential buyers could start sniffing around … if Century follows the same path of other lithium explorers.
Spiros and I go back a long way, and he’s a good guy. Here, he gives you the scoop on the company and its plans.
Spiros also shares his thoughts on the fluctuations in the lithium price — why that’s happening and what that means for investors.
You might want to see Century’s pre-feasibility study before you do anything with this company. But that release could be quite exciting and will potentially light a fire under this stock.
Interview #2: Argentina Lithium & Energy
Argentina Lithium & Energy (TSX-V: LIT, OTCQB: PNXLF) is more advanced than Century Lithium. It’s a Canadian company with a market cap of $32 million. It is busy in Argentina, where its projects include the Rincon West Project, Incahuasi Project, Antofalla North Project and Pocitos Project.
Importantly, the company received a $90 million investment from carmaker Stellantis (STLA). Stellantis paid that money for a 20% stake in the company and a seven-year offtake agreement for up to 15,000 metric tonnes per year of lithium. The money will pay for the next three years of exploration to get the Rincon West Project to pre-feasibility.
Miles Rideout, VP of exploration for Argentina Lithium & Energy, explains what’s going on.
So, the company is in the right part of Argentina, it has deep-pocketed friends, a rich (and growing) lithium resource and a good team to make this happen. Nice!
Interview #3: Western Uranium & Vanadium
George Glasier has been kicking around the uranium mining business long enough that he’s started multiple successful companies. Now, he’s the CEO of Western Uranium & Vanadium (OTCQX: WSTRF), which has the Sunday Mine Complex in Colorado, as well as other projects. This company has a market cap of $51.3 million… and loads of potential.
George explains how the Sunday Mine is a working mine, but lacks a mill to process the uranium and vanadium. The good news is George has a plan for that …
To sum up, the catalysts we’re waiting for on Western Uranium & Vanadium are the new resource estimate and the pre-feasibility study. That study will encompass both the mine and the proposed mill. It should be ready in about six months. And THAT should be a catalyst for a higher share price for this stock.
All three of these companies are waiting for events to unfold that could remove some of the risk from these stocks and power up their potential.
We are seeing a massive bull market in uranium right now. The next leg high in lithium and lithium miners could be around the corner. If you want to ride these waves, these are three ideas packed with potential. But you’re in charge of your own investment destiny.
All the best,
Sean
P.S. Junior mining companies like these are exciting because of how much even a small amount of investment can give you back in return. These aren’t the only ways to get those enormous several-fold profits. Weiss Founder Dr. Martin Weiss has a new presentation on another area with exponential profit potential.
