The trifecta is here! Great pair of updates today about accelerated expansion and upgraded resources in Argentina, plus another nice announcement last week regarding increasing prices. The stock is finally reacting and there could be another big jump tomorrow or soon if the Strategy Meeting to be held this afternoon goes well.
My other lithium stocks may have potential for more growth multiples, but Alkem is the best one in terms of resources and being fully derisked. In my opinion, it is the best Junior producer along with PLS in terms of being top 5. I think that its MC will be similar to those of bigger fish like ALB, SQM and Gangfeng in a few years ($20B, $30B or even more). Sayona and LAC should also get there and probably have even more growth potential, but Alkem has a head start at present with over $0.5B in cash, which could be increasing by over $1B/yr at the current prices. This is enough money to pay for their new projects in Argentina, Canada, Japan and Australia.
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