Aug. 6 at 2:16 PM
$LITOF Raj Ray Reinstates Coverage on Junior Battery Materials
- NEXTSOURCE (
$NEXT) is a market perform in graphite given the lack of forward guidance, the continued delays in the Molo mine ramp up, the expected funding required.
- STANDARD LITHIUM (
$SLI) is one of our favorite lithium names with the strong partnership with Equinor.
- FRONTIER LITHIUM (
$FL) - is developing the PAK lithium project in Ontario, Raj is neutral on the stock citing a long-dated project but he highlights the quality of the project and management.
- LITHIUM IONIC (
$LTH) is a favorite among small cap lithium given its short timeline to production and its proximity to Sigma Lithium.
- PATRIOT METALS (
$PMET) is also a favorite given it is the largest pegmatite resource in North America, its partnership with Volkswagen.