Nemaska Lithium Inc fka TSX:NMX

[bigmoneyyyyyyyyy]

Due Diligence For New Investors

LG Chem and Nemaska Lithium Announce Signature of An Initial 5-Year Supply Agreement for Lithium Hydroxide.

https://www.greentechmedia.com/articles/read/volkswagen-25-billion-battery-purchase-electric-vehicles#gs.q2XGa74

VW Invests $100M in QuantumScape, a Battery-Building Unicorn

https://www.greentechmedia.com/articles/read/wv-quantumscape-investment#gs.3R5gMhs



Lithium PRICE is up $$
Lithium DEMAND UP $$
Lithium SUPPLY low $$$$$$$$$$


NMX To Outperform According To Globe

Globe says new coverage rates Nemaska "outperform"


https://www.stockwatch.com/News/Item.aspx?bid=Z-C%3aNMX-2626409&symbol=NMX®ion=C
2018-06-25 08:04 ET - In the NewsThe Globe and Mail reports in its Saturday, June 23, edition that BMO Nesbitt Burns analyst Joel Jackson began coverage of Nemaska Lithium (92 cents) with an "outperform" rating. The Globe's David Leeder writes in the Eye On Equities column that Mr. Jackson targets the shares at $1.50. Analysts on average target the shares at $2. Mr. Jackson says in a note: "Despite concerns over mid-term lithium prices, the risk/reward on lithium developer Nemaska is compelling considering prospects for NMX's innovative conversion process. Nemaska's potential position at the low end of the lithium hydroxide cost curve could provide insulation from industry pressures if NMX delivers on expected hydroxide costs at US$3k/t versus incumbents at US$5-8k/t. This could result in $3 upside." The Globe's Ian McGugan was upbeat on the outlook for lithium and Nemaska on Dec. 12, 2017. The shares could then be had for $2.24.




https://seekingalpha.com/article/4158808-nemaska-lithium-potential-upside-financing-take-partner
Nemaska Lithium - Potential Upside On Financing And Off-Take Partner
Mar. 26, 2018 6:16 AM ET | 9 comments | About: Nemaska Lithium, Inc. (NMKEF), Includes: FMC, LAC, OROCF, SQM

Livio Filice

Long-term horizon, Growth, momentum, Deep Value

(1,738 followers)
Summary
Advanced stage exploration companies continue to be a key theme within the lithium investment market.
New global lithium supply has remain muted while demand continues to edge higher on electric vehicle and stationary energy storage demands.
Nemaska Lithium remains an attractive investment opportunity, as they are well positioned to bring new supply online in the next years.
The company has a solid operational and technical plan backed by a strong resource.
Overview of the company's position ahead of financial decision announcement and additional off-take partnerships.
In 2017, one of the key themes for the lithium industry concerned Asian investment throughout the supply chain. Asian battery manufacturers moved to continue building out battery manufacturing capacity to support the rapidly growing electric vehicle market in China, which is being commanded by government mandates to increase electric vehicle output. This news rattled the already-fragmented lithium supply industry, sending lithium carbonate pricing from $5,500 T LCE in 2015 to $13,00 T LCE by the end of 2017, and to over $15,00 T LCE in Q1 2018 (see chart below). Rising prices of lithium chemicals created a ripple effect for battery manufacturers and end-users of the white metal who are highly exposed to the vulnerable supply chain. The outcome was a tidal wave of investment from Asian companies into advanced lithium exploration companies and producers.

Another outcome of the recent events has been the deployment of investment capital to support exploration activities in prolific lithium regions of the world, including Argentina. In 2016, as the lithium industry gained momentum, a large number of juniors raised seed capital and flocked to Argentina with the hope of securing land packages. A sizable number of land package transactions took place throughout 2016 and into 2017. Companies such as Lithium Americas (LAC) and Orocobre (OTCPK:OROCF), which already have been active in Argentina for a number of years, locked up some of the best assets available in the market. Latecomers to the industry are now forced to pay higher prices for second-class projects. This is occurring at a time when the largest global lithium producer, SQM (SQM), has announced its intentions to dramatically increase lithium output by 2025. I advise investors not to take the SQM update at face value. Instead, focus on the demand landscape, which regardless of SQM requires a number of new companies to move into production over the next five years along with existing asset expansion

Here is a link to some interesting Videos from Nemaska

https://www.emploiscompetences.com/en/major-clients/nemaskalithium/