Seeking Alpha


Send Message
View as an RSS Feed
View Inzight's Comments BY TICKER:
Latest  |  Highest rated
  • Energold: 2012 And Beyond [View article]
    Harris Kupperman a big supporter gives an update following Q4 results
    May 15, 2012. 05:23 PM | 1 Like Like |Link to Comment
  • Four Lithium Battery Plays [View article]
    This link is even better showing significant TNR holdings on Lithium ETF
    May 3, 2011. 05:31 PM | Likes Like |Link to Comment
  • Four Lithium Battery Plays [View article]
    Lithium ETF now also includes TNR Gold's (TNR:TSXV) and the pending public subsidiary, International Lithium (ILC:TSXV)... check their filings.

    Byron's Lithium Index already has TNR for awhile
    May 3, 2011. 05:19 PM | Likes Like |Link to Comment
  • There Could Be a Big Play in Lithium [View instapost]
    How about junior companies? There's a lithium index that's tracked the last year and it has done far better than SQM and the FMC.

    Lithium market overall is a very interesting oligopoly as it stands where SQM produces Lithium as a byproduct of their fertilizer. Despite their claims of dominance and no need of additional entrants into the market, end users are showing us with their investment dollars that it's not the case.

    Magna struck a deal with a private lithium junior in Argentina. Toyota just signed a deal with a project developer touting production by 2012 in Argentina. Mitsubishi has a deal fetching from China, producing lithium from hard rocks.

    Some of the companies I'm up on so far include:
    - International Lithium (TNR Gold on TSX)
    - Western Lithium (WLC on TSX)
    - Canada Lithium (CLQ on TSX)

    There are plenty of promotional plays, especially in Nevada where the frighteningly unregulated OTCBB. I'd steer away from American Lithium, for example. Calling Nevada Saudi Arabia of lithium is both ignorant and foolish.
    Feb 25, 2010. 12:29 PM | Likes Like |Link to Comment
  • Lithium-Ion Batteries and Centerfolds [View article]
    Seems like GM is pretty firm on going lithium-ion for their EV's at least...why else would you need 3 million lithium-batteries a month for?
    Jul 9, 2009. 06:24 PM | Likes Like |Link to Comment
  • China Will Push Increased Demand for Rare Earths [View article]
    Excellent article Mr. Lifton.

    Avalon is a solid one to look for - what I'm excited about is International Lithium - they have the same guy who discovered Avalon's Separation Rapids from OGS working for them - Dr . Fred Breaks. ILC is a wholly owned subsidiary of TNR.v.

    Other TSX mentions include : RM.v, CLQ.v, WLC.v., would appreciate your thoughts on any of them, thanks! As far as I know International Lithium seems to have the biggest portfolio, although CLQ arguably has one closest to production, unless brines that ILC owns can be brought to production stage in less than 2 years.
    Jun 16, 2009. 07:39 PM | Likes Like |Link to Comment
  • Van Eck Files for Junior Miners ETF [View article]
    This should help liquidity on the junior sector... better buy the quality producers up quick!! Institutional buying of this magnitude (most have under $50M market cap) should mean 100%+ gains
    Jun 16, 2009. 07:34 PM | Likes Like |Link to Comment
  • Lithium Supply: Enough to Cover Demands [View article]
    Thanks for the excellent and very informative post!

    I will be putting up an article reviewing some smaller venture groups on the TSX - lithium still seem to be an interesting element in it producers are really majors (FMC / SQM) or small non-producers with potentially resource properties.

    I'm in the process of reviewing some good TSX Ventures companies - would you be able to offer any insights on the following Mr. Evans?

    Western Lithium Corp (WLC:TSX) (Robert Friedland group) - claims can recover lithium from hectorite clay. Big backers, funds, and solid management names, I'm guessing this could be the Potash1 of Lithium.

    International Lithium Corp - subsidiary of TNR Gold Corp (TNR:TSX) - big portfolio projects spanning pegmatites in Ireland, Canada and two large brine (salt lake) projects in all the right places - Argentina & Nevada - sampling of brine reported same as current producers

    Canada Lithium Corp (CLQ:TSX) - reviving Chevron past lithium producer in Quebec Canada (pegmatite producer) - announced reasonable recovery rates and deal with Japan distribution once production becomes economic (2+ yrs?)
    Jun 7, 2009. 10:34 PM | Likes Like |Link to Comment
  • Another Dumb Idea From Google [View article]
    There are far worse things in the world than unbridled creativity. I, for one, thought this was a smart idea especially for those of us with more emotion than brains.

    Alas, what do I know, I only averaged 43% return on gold ETF and bullion last 3 years : )
    Oct 10, 2008. 01:41 PM | Likes Like |Link to Comment
  • Financial Short Interest and the SEC [View article]
    Even without legal shorts - there are still bearish ETF's and ultrashort ETF that utilize dark pool equities

    It's a market equalizer gone wrong without regulation - now it's so massively complicated there won't eb enough time to get to the bottom of it - let DOW hit 7,000 and have massive panic in the streets, then we'll really be worried
    Oct 10, 2008. 01:23 PM | Likes Like |Link to Comment
  • Rate Cuts? What About Inflation? [View article]

    Inflation is a distant second worry to the Feds Reserve now

    Beside we all know the real dollar inflation is much much higher than 4% that is being broadcasted ... just look at food prices and commodity prices. USD rise and fiat dollar rise is a false rally - commodity hasn't taken off yet

    Just look at NY Time's Zimbabwe article and tell me i'm wrong - failed government in massive debt printing money = people lining up at 4am for a whole day just to have enough to buy a bar of soap
    Oct 10, 2008. 01:21 PM | Likes Like |Link to Comment
  • Jim Rogers Speaks Out - Where Is He Putting His Money? [View article]
    Typical mass media mumbo jumbo - it's another story and angle tomorrow

    Trust your instincts and get in on gold and profit from this 40$- drop today... massive Commodity Exchange default YET it's dropping? Same applies for Silver. Trust me... bullions none fo that non-deliverable ETF gold!
    Oct 10, 2008. 01:19 PM | Likes Like |Link to Comment
  • Hey, Congress, Guess What? WaMu's Toast [View article]
    insightful posts

    for all the wamu shareholders take a look at this blog
    Sep 30, 2008. 05:45 PM | Likes Like |Link to Comment
  • Hey, Congress, Guess What? WaMu's Toast [View article]
    insightful comments about Wamu daily
    Sep 30, 2008. 05:44 PM | Likes Like |Link to Comment
  • Hey, Congress, Guess What? WaMu's Toast [View article]
    insightful comments about Wamu daily
    Sep 30, 2008. 05:44 PM | Likes Like |Link to Comment