I am very interested in Lithium plays and I enjoyed your example of ALB. 2 Lithium plays of interest to me: SGML and CXOXF. 1 additional mining play: DMEHF for helium and hydrogen.
I will add more info about them another time but I would be interested if you have looked at any of them and your thoughts?
Finally, I look forward to this service as I have followed you on JD's service.
Hi Charles and thanks for being the first comment! As the largest market cap in the Lithium space ALB was a good company to use for a real life illustration of the concept. The other tickers you mention have not been on my radar likely because of much smaller market cap and OTC status. I'll have to check them out. Meanwhile, the LIT etf is a great choice too because it gives you broad exposure to the entire Lithium industry while minimizing company-specific risk.
Agile- You have a gift and you are too kind to share it. I was not sure if I was authorized to share this sub stack w/ others, but if you are posting your trading theories here it'll be mobbed. I have a decent sized following on a newsletter I send out every Sunday and was wondering if I should have them follow you? BTW I have cited you several times in the newsletter and recommended they follow you on Twitter. Look forward to learning much from you.
I am very interested in Lithium plays and I enjoyed your example of ALB. 2 Lithium plays of interest to me: SGML and CXOXF. 1 additional mining play: DMEHF for helium and hydrogen.
I will add more info about them another time but I would be interested if you have looked at any of them and your thoughts?
Finally, I look forward to this service as I have followed you on JD's service.
Hi Charles and thanks for being the first comment! As the largest market cap in the Lithium space ALB was a good company to use for a real life illustration of the concept. The other tickers you mention have not been on my radar likely because of much smaller market cap and OTC status. I'll have to check them out. Meanwhile, the LIT etf is a great choice too because it gives you broad exposure to the entire Lithium industry while minimizing company-specific risk.
Agile- You have a gift and you are too kind to share it. I was not sure if I was authorized to share this sub stack w/ others, but if you are posting your trading theories here it'll be mobbed. I have a decent sized following on a newsletter I send out every Sunday and was wondering if I should have them follow you? BTW I have cited you several times in the newsletter and recommended they follow you on Twitter. Look forward to learning much from you.