Reddit Posts
Revive Therapeutics Provides Update Evaluating Bucillamine for Nerve Agent Exposure with Defence Research and Development Canada
What industries are you most bullish on this year? Also what stocks / ETFs are you buying right now to hold long term?
Thoughts on ALB ? The Albermarle Corporation. Down over 50%.
Lithium Companies Overview - Some Great Tickers to Keep an Eye on
What is the ONE thing that Tesla and many other companies need? Lithium.
Grid Battery Metals (CELL.v EVKRF) is "Staged for Success as it Explores for Lithium in Nevada"
Resource World Feature on Grid Battery Metals (CELL.v EVKRF): "Grid Battery Metals is staged for success as it explores for lithium in Nevada"
"Grid Battery Metals is staged for success as it explores for lithium in Nevada" - Resource World Feature on Grid Battery Metals (CELL.v EVKRF)
America Just Hit the Lithium Jackpot - The world’s largest known deposit was just discovered in Nevada. What does that mean?
Burry and Why the Small Ones Are Actually Better
'Tis I Once Again My Dear Regards, You're All In for the Greenest of Years 2024
$NILI.V $NILIF Surge Battery Metals announced yesterday that they doubled their land position on their Nevada North Lithium Project to almost 13K Acres. Up 115% in the last 6 months & for good reason.
Albemarle Corporation (ALB), Market Volatility & Lithium Futures Market
5 Battery Stocks Thriving in Growing Market: EPAZ, ABML, ALB, QS, LEV
How do I decide between initating a new position vs adding to an existing one?
Looking for help on when to initiate a new position vs DCA an existing one?
Completely unprecedented incoming lithium shortage
The race to secure lithium supplies for EV production is on; are you positioned to capitalize? - Surge Battery Metals (NILI.v NILIF)
Stock suggestions for quick gains and long term holding
What's next for ALB after the Chilean lithium shock?
Lithium, SQM and ALB will have a bloody friday
Lithium stocks are rallying today. Time to add them to the portfolio?
Lithium stocks are rallying today. Time to add them to the portfolio?
Emerging Investment Opportunities in Commodities
$BGADF volume hitting! Lithium play featured in article out today
$BGADF Lithium Miner on Watch (news out)
3 Growth Stocks to Buy for Multibagger Returns by 2025
Albemarle restructures lithium JV with Australia's Mineral Resources (NYSE:ALB)
What are your thoughts on SQ ahead of their earnings calls today?
Albemarle posts Q4 earnings topper as lithium sales soar more than fivefold (NYSE:ALB)
what's up with the dislove for $lac?
Albemarle to get a boost from strong lithium outlook, Deutsche Bank says (NYSE:ALB)
Overview of the Lithium Market - production, location and main producers
Overview of the Lithium Market - production, location and main producers
Overview of the Lithium Market - production, location and main producers
22 year old, look for long term plays preferably in clean energy and AI
($ATLX) Atlas Lithium: The BEST Penny Stock Play of 2023 and Beyond
Who is looking for the very best energy play in this market? Now up 2,600% since COVID lows.
Hey, maybe all you BBBYtches can stop snorting those pink Himilayan bath salts and ramming mahogany & teakwood scented candles up your ass for a few minutes so I can show this sub some good ol' fashioned gain porn, instead of the 10,000th ShOrT SqUeEzE and aPe StrOnG meme of the day.
Hey, maybe all you BBBYtches can stop snorting those pink Himilayan bath salts and ramming mahogany & teakwood scented candles up your ass for a few minutes so I can show this sub some good ol' fashioned gain porn, instead of the 10,000th ShOrT SqUeEzE and aPe StrOnG meme of the day.
Is Albemarle a good stock to gain exposure to the materials sector?
Investing in the Energy Transition (Lithium-ion Batteries vs. VRFBs)
Albemarle ‘Really Suprises’ With Earnings and Boosts Guidance Again for 2022
Hey, retard, take that fucking crayon out of your nose, stop gambling on $TSLA, and for the love of God don’t let Elon talk you into giving him another Dutch Rudder under the table at your wife’s family reunion this year. Stop betting on horses and buy yourself a horse track.
Hey, retard, take that fucking crayon out of your nose, stop gambling on $TSLA options, and for the love of God don’t let Elon talk you into giving him another Dutch Rudder under the table at your wife’s family reunion this year. Stop betting on horses like $TSLA and buy yourself a horse track.
$SPMT/$SPMTF - Spearmint Resources Hired Forage Drilling Ltd for Maiden Drill Program on Goose Gold Project in Newfoundland. - 0.07/0.05
$CYP.v/CYDVF - Cypress Development Corp. Announces 99.5% extraction from Pilot plant. - 1.23/0.97
Albemarle Announces Further Improved Full-Year 2022 Guidance May 23, 2022
Tesla Needs Lithium. Elon Musk Suggests It Might Get Into the Mining Business.
$SPMTF/$SPMT.cse - Spearmint Resources Engages Stantec for Updated Resource Estimate and Technical Report - 0.104/0.13
Invest in America’s Energy Independence, why $LAC has a $100 percent upside
Lithium Americas - A long-term whale with short-term catalysts
$LAC - Lithium Americas - A long-term whale with short-term catalysts
$LAC - Lithium Americas - A long-term whale with short-term catalysts
Russia/Ukraine Conflict = Metals Squeeze | Choose Wisely!
What is this sub's opinion on Lithium stocks? Specifically RIO vs LIT vs ALB
$SPMTF/$SPMT.cse - Spearmint Resources Hits Massive Lithium Clay formation on First hole - 0.14/0.17
Albemarle Stock Rises on Solid Earnings and Guidance—and Rising Lithium Sales
Lithium Stock Consolidation is Happening now. Great time to look at the sector.
The PRIMARY winners in the EV battery space
VALE future on NICKEL for EV batteries
How can a stock be labelled "strong buy" even though the 1yr price target is - %?
Lithium is heading for a "permanent shortage" The lithium battery sector of the US stock market continues to be hot!
Albemarle Co. (NYSE: ALB) is rallying for the last two days. Does anyone know the reason?
$SPMTF/$SPMT.CSE - Spearmint Resources releases Stantec Report for Clayton Valley Lithium Project. - 0.145/0.175 - MC 33.6M/39.3M
$SPMT/$SPMTF Spearmint Resources News. 0.175/.0155
The Green Economy and Chilean Miners: $SQM
$LIT : An Alternate EV/Rare Earth Minerals Play
$PLL Piedmont Lithium announces new COO, poached from lithium industry leader $ALB Albemarle. THIS. IS. A. BIG. DEAL.
Lithium News in Clayton Valley. SLB announcement means more news coming. This is Huge for $SNNAF and $PEMIF going forward....
Mentions
ALB Cliff notes. Those 300 shares I sold at $58, would have made a profit of $17,100 if sold at today's $115. Those 11 leaps are currently $11/$17/$23 thousand in profit or $50,334. So, when you're right in leaps it's a big difference
I've converted shares to leaps during irrational dips. Stocks I've gotten to KNOW and if it has a ridiculous pullback on macro bs that shouldn't really mean anything to this particular position: I've sold shares and converted to leaps. Usually I sell 100 shares and convert to 2 leaps at half share price or 3 leaps at 1/3d share price (deep itm when cautious or just nicely itm when more confident). Makes for a very simple trade. I get nearly twice the delta or better. Then when share prices make their recovery I'm making pretty well double what I would have in the 100 shares. DEEP itm half share price if cautious (2x 90 or 180) itm 1/3d share price for higher total delta (3x 70 or 210ish) My lifetime best trade was going DEEP into ALB on one of those pullbacks. Bought 2x90 3x70 and 6x 50. That 6x was the $70 strike during that last pullback to $58. Blind squirrel got a nut and it's been straight up to $115 since that trade in June. Of course that OTM "gamble" at $70 strike has really crushed the other 2 strikes/positions. That low delta has blossomed to 6x 86 delta. But all have been stellar successes. In short: I like very long dates, costs more but gives a lot more time to be right. I aim for 2 year or close to it. Shares if you're not an active trader or not confident enough to take a time limit on your thesis
Great explanation of Tom Hayes. I started following him in Fall 2022 and made my first sizeable 401K contributions based on his bullish outlook. It really paid off just index funding it! I don't believe in timing the market but if its down then its a great time to transfer from checking to investing account. I bought CRK at $7.41 based on Tom which has been a wonderful ride. I'm up 76% in INTC, 92% in ALB, 41% in AAP. I missed the bottom of BABA but currently up 26%. I like QXO for a 3+ year hold (currently -13%). I bought more PYPL today. I work in biotech and wouldn't recommend positions for anything in the sector. There is a headwind coming from every direction.
Faith is ALB is too strong! High risk of political winds changing.
ALB and KVUE were the only things that closed green in my port today
Well at least my ALB pumping... problem is I also have BMNR lmao
Just saying the quiet part out loud. AI = Energy = Batteries = Lithium. ALB, LAC, RIO
> But that is where the major source of growth was supposed to happen for lithium. Yep. 2020/21: "Every EV company is the next Tesla, everyone is going to be driving an EV. Rivian goes public at $100B valuation before even selling a car. (Giant lithium miner ALB goes up 500%) 2022: (EV names crater, some going bankrupt for the second time) 2023/24/25: EVs continue to struggle and charging co CHPT is now 98% off the highs. ALB completely round trips back to where it was before the 2020 rise. ALB has bounced lately with all the disccussion of stratgetic stockpiling of minerals, but the rise of something like ALB in 2020/21 and the fact that that round-tripped shows how hot commodity names can often play out. 2020/21: "EVs are the future, lithium demand as far as the eye can see, this time is different." By 2025: It wasn't different.
Did research on current breakout candidates. IREN, AMGN, CRWV, ALB, TEM. You’re welcome, this is my one and only freebie for you morons
Calls on GLD, META, ALB, and ETHA.
Long Term SOUN. Shorter term ALB and SQM because of lithium
Still, AREC. If anything a deal with China opens up that market. US and Canada miners that are going or near will be fine as well. LAC, ALB, SCCO, etc...
The original rare earth ETF is still down about 75% from the peak of the prior bubble in 2011. I have some small positions but rare earths (and hot commodities in general) is not something that I would make into a larger allocation. People also piled into lithium in 2020 because everyone thought there would be an EV in every driveway and something like ALB went from the $50's to over $300 and then...completely round-tripped all the way back to the $50's. It's bounced lately with all the discussion of stockpiling and strategic minerals but the people who bought anywhere near the highs are going to probably be bagholding for a very long time. " there are multiple reports of increase investment like Aclara - Simply Wall St Community fair value forecasts for USAR are reaching $80 (current price is 23) " I really wouldn't base decisions on "community fair value forecasts" on a website like that. Too many people base decisions on "some website/analyst said" and they're long it so some random person saying it's worth 2-3x what it currently is fits with what they want to read.
ALB doing big things
I bought ALB, LIT, PLUG, LAZR, GDRX. ‘ Nuf said.
Long on American lithium plays. Held through highs of the last month or so, and it’s pulled back quite a bit. I think it’s time to buy again. Still a conviction play the US will need domestic lithium production for clean energy storage, wireless electronics, evs, drones, etc. out of national security. LAC -33% in 1 week. ALB -10%. SLI -20%. SDST -30%… All is from profit taking from the +50-100%+ rips in the last month, and it falling out of the news headlines of the China trade back and forth. Fundamentally nothing has changed. It’s a good opp. (Stay clear of LIT etf for now it’s super heavy in Teslur).
Im looking at CNI, Canadian National Railway. It is down significantly right now and is struggling due to tariffs hurting the Canadian economy but will probably go up once tariffs end, which will happen eventually. I want to take some of the money I've made from tech over the last few years and put it in non-tech investments. I think ARCC, ALB and COKE are good deals right now but I already own enough.
How much revenue growth for ALB when we source lithium from US?
ALB and MP. set it and forget it.
My ALB stock has been crushing lately...but how long it will continue upwards?
ALB breaking out - lithium demand ripping, China tightening rare earth exports, and the gov backing miners, this thing’s setting up for a serious run.
ALB, NB, CRML, USAR... even FCX primed to fucking print.
ALB kinda running right now, how long are thr legs here?
ALB is the largest US lithium producer, thanks Chyna
Good chance ALB gets a Trump-Pump for lithium processing
I buy when I see opportunity (and can act on it financially). I’m not a DCA’er. As long as the investment thesis has not changed, I don’t sell. I’ve had some incredibly successful swing trades that I regret selling ( META, Apple, AMD) On the flip side recognizing a bad or I misunderstood company and selling is vital too (UPS, ALB) I try to recognize undervalued companies. PFE was a recent buy that took flight way sooner than I anticipated
No one could predict there would be issues with governance in China? Yikes man. Only 30% of my brokerage is ETFs. I’ve never been red for YTD returns even with huge market dumps like Covid or tariff day. I beat on VOO on avg by 6% / year rather than losing my nut. This excludes dividends, which i just PBR as a hedge due to the 14% dividend. My worst performing stock pick is ALB (mining company) I’m down 28%. There are only 3 others with >10% loss and it’s a small amount of equity relative to my winners.
If you’re digging into battery/AI metals, keep an eye on **ALB (Albemarle)** for lithium, **SQM** in Chile, and some of the mid-tier plays like **LTHM (Livent)** \- valuations are stretched but pullbacks = opportunity. For broader exposure, some folks park cash in **LIT ETF** instead of chasing single names. Just make sure you track supply/demand cycles ‘cause these names can get whippy fast.
Some of the **top lithium stocks** regularly highlighted by analysts and investors include Lithium Americas (LAC), Albemarle (ALB), and Lithium Argentina (LAR). Each of these companies presents a different risk/reward profile and exposure to the lithium market. **Quick overview of notable lithium stocks:** - **Lithium Americas (LAC):** - Pure-play lithium development company focused on Thacker Pass in Nevada, one of the world’s largest known lithium resources. - Thacker Pass is under construction, targeting first production in 2028. General Motors owns a 38% stake in the project, which gives it high-profile backing. - LAC’s financial health shows a strong liquidity position (quick ratio: 10.30) but negative returns on assets and equity, reflecting early-stage development and lack of current sales. - No current dividend and trading at a significant discount to analyst estimated fair value. - Price as of late September 2025: ~$2.68–2.77 per share. - Not in major indices following recent removal from the S&P/TSX Composite Index. - **Albemarle (ALB):** - One of the **largest global lithium producers** with operations across multiple continents. - Currently profitable, with positive (though modest) profitability metrics (ROA: 0.40%, ROE: 0.84%). - Diversified, less speculative than Lithium Americas, but with lower upside potential due to already large scale. - Price/Earnings (P/E): 104.29 (indicating high investor growth expectations, possibly overvalued). - **Lithium Argentina (LAR):** - Primary operations in South America, fits the profile of an emerging, high-risk/high-reward company. - Poor profitability metrics as of latest data, very limited in market cap compared to ALB. - For pure lithium exposure but geographically more concentrated than LAC or ALB. **Other global mining majors** (e.g., BHP, Rio Tinto, Vale) also have lithium or battery metals exposure, but lithium is a small proportion of their overall business and stock performance. | Metric | LAC | LAR | ALB | |--------|-----|-----|-----| | Market Ca
Strong finish. Told ya'll yesterday A/H, $LAC gonna keep chugging. If it's on White House radar, so is lithium tariffs on China, which will lift all boats (ALB, etc)
Had my ALB since $60 but this piece of shit can’t get above $90
Lmao some dude in here yesterday said “buy $ALB” that shit is down 12% show yourself fucker
Getting smoked on ALB from a comment here. Guy truly was regarded apparently. Oh well only 1 contract.
If your hypothesis is short-term volatility (“ALB is going to pop 15% on earnings or lithium news”) → options make more sense. You don’t want to tie up $12K in stock for a two-week thesis when a $600 call gives you the same exposure with capped risk. If your hypothesis is long-term secular growth (“Lithium demand is going to triple in the next decade”) → stock makes more sense. Options will bleed out before that multi-year thesis plays out, while stock lets you ride the full wave and collect dividends.
So it means that the TRY cost can often be less than the 3-4%/mo because the currency gets devalued? Almost seems like shorting 2mil of medium-dated TRY bonds might not be totally crazy. Anyway, after thinking about it, a short SPX box might be what I would do (lots of examples of how to do it, no early assignment, cash-settled). And if I'm pulling 80k USD from my brokerage, then I might need to buy puts on ALB or maybe something else I'm holding to be able to level up my account without getting liquidated by the broker.
ALB is listed on NYSE and in USD, right? So you would basically "borrow USD" (from selling USD stock) and covert to Turkish lira? Can you tolerate if the lira crashes once you get the money back to convert to USD to pay off what you borrowed? The USD.TRY chart looks ugly. I don't even see good futures or options to hedge USD.TRY. One way is to sell a box spread denominated in the desired currency (not selling in a different currency). But I don't see indices in TRY (maybe I just couldn't find them). Also not all jurisdictions allow withdrawing proceeds from options. So maybe that's not right here. It might be possible to sell stock options denominated in TRY, but I don't know the rules on using that cash or how good/bad the markets are. A box spread on SPX might work if you're US-based and have enough margin capacity (it costs about 4.4%/yr). You might need to buy some puts against your stocks if you don't have enough margin to withdraw a bunch of capital from your account. I'm not sure what it costs you to convert to TRY (slippage). Do you use the IBKR broker? They offer TRY for 38%/yr (you would need a margin account for this). Not great, but it's cheaper than 4%/mo and possibly cheaper than what you might lose speculating on the stock. If the ALB route really seems best, you don't have to simply buy call options -- you can reduce the cost by using synthetic longs. Eg, with ALB at $80USD/sh, December 80 strike calls are at $9.15/sh (IV is around 52%). If ALB doesn't move after 2 months (and no changes to IV, interest rates, etc), the call is worth around $5.65/sh -- a $350 loss. (about 4.375% notional loss per 2 months) With a synthetic long, we buy the 80C (9.15/sh) and also sell the 80P (8.70/sh), costing 0.45/sh to enter. After 2 months with no market movement, the synthetic is 0.10/sh -- a $35 loss (these all ignore the ~0.405/sh October quarterly dividend going ex in 10 days). The synthetic long is much cheaper but has more risk -- like holding the stock. But it's also possible you won't have enough equity in your account after making the withdrawal, so it's possible that the synthetic long won't work due to low buying power and high leverage. Another possibility is just selling an ITM put (sell a covered put spread to trade the shares for a short put). But you need to be prepared for the stock to crash and get an assignment notice from the broker and then to sell the shares and sell another put (your broker might charge 12% if you hold the shares on margin, which is less than 48% for TRY but still unnecessarily high). An example is the dec 105P for $26.80/sh. But if ALB rips higher, you will probably not have the same gains as on other ALB positions. Also, you might need to buy a put (or something) if you don't have enough buying power. If it were me, I would not want the USD.TRY forex risk (assuming you are committed to re-establish your USD stock position). But I don't see great choices in lira. If I did the ALB route, I would not just buy the calls because that's totally different than the stock position I started with (however, if you just buy calls and not sell puts, it is possible you could come out very good. Not likely, but certainly possible. Either big gains on the smaller capital left in your account in the call options, or the stock tanks and you lose your call premium instead of your share value which you already sold high -- both are possible with just the long call options). It's also possible you can only afford to withdraw capital from your account if you do the long calls without the short puts (lower buying power reduction due to the capped downside) To be honest, I would probably try to borrow in TRY, and if not, then maybe put on a complex options spread in my USD stock. All of the options-based approaches might be a bad idea for someone new to options. I'd do some comparisons to see which worked best for me. https://www.marketwatch.com/investing/stock/alb https://www.interactivebrokers.com/en/trading/margin-rates.php
This is exactly the sort of problem options were built to solve. You sell your shares, then buy calls to rent the exposure for the 4 weeks you are out. If ALB finally pops, you are not left behind. A couple things to think about: 1/ A bank loan at 4%/mo is a guaranteed bleed: you borrow $80k, you owe $3.2k no matter what. Option premium is different. If ALB tanks, your calls expire worthless and it feels like interest. If ALB chops around, you can usually sell them back and recover part of the cost. If ALB rips, the payoff overwhelms the premium. So think of the option premium as the market’s “probabilistic interest rate,” not a fixed one. 2/ Do not cut expiry too close. If you need 4 weeks, go 2–3 months out. Near-dated options bleed hard into expiry. With longer maturities, theta is slower, and you can always close once your cash window ends. 3/ Strike choice is basically your exposure choice. ATM gives you the closest hedge, but it is expensive. Options otm are cheaper “insurance” but it only saves you from the horrible regrets: if ALB explodes higher, you will cry a little less. If it was me, I would lean toward a slightly otm call, 2–3 months out. That way you are insured against the big upside, without overpaying for stock like exposure. The last and probably most important thing : compare that premium to the guaranteed 4% bank bleed and decide which pain you prefer. Sometimes the simpler cost is the better one.
I like the JHX and ALB plays. I know nothing about ARQT though. I will look into it. Thanks for posting!
Depends what you are in, some things denial phase (MAG 7, pltr), others despair (UPS) or return to mean (ALB)
ALB gonna move. Gyna closing Lithium mines.
Biggest loser is ALB, down 45% on a 35k cost basis. I do think it will turn around eventually but now I’m tired of seeing its crappy face in my portfolio.
With India tariffs, now’s the time to load ALB calls?
I took profit on ALB and LAR just before they sold off, dodged some losses there. With shit in EV production and demand shifting to China, who have big deposits, do you think lithium has good near term prospects? Not exactly dry powder storage but I agree long term oppo
I rode the first LAC wave, sold back and forth a few times, and have been buying Jan 2027 $2 calls on dips to be ready to establish a position without carrying the full risk (plus buying even more $3 calls on dips for a trade, which worked out well over the past month's brief rally selling some at the top). I have an excess of ALB, too, basically a double position at this point - bought a bunch ~$50s and reloaded after the recent dip. But that's safe and boring by comparison.
I'm building a position in LAC. ALB is probably the safest bet though.
Heyo - Just checking in - ALB seems to be back from the dead, was up more than +8% during after hours at one point after the earnings beat 🔥🙌🏻 I mean I’m still deep out of the money, but we might be back in the game? 😅
Ozzy dies and heavy metals drop. TMC, LAC, ALB all down
lol not sure how you get your info but ALB has three factories in China and one in maintenance...
I’ve been loading up on ALB for the last few months. Picked up a bunch more in the $50s to average down quite a bit. I am green now and will be holding for at least a couple years. Very cyclical business with “fairly” predictable trends. Obviously it’s been in a downtrend for years, but that is a function of the cyclical nature of the business. I think shares under $90 is a pretty safe bet if you plan to hold for at least 2 years. Pretty high percentage play with decent upside and low downside over the long term. Add on top of all of this the trend to be less reliant on China for resources and this US-based lithium powerhouse looks like a nice play.
I'm in ALB too and I think we are definitely early. September will be the time we see the large pump. LFG
This was a great play two weeks ago. ALB has had a good run.
Honestly, I wouldn’t touch AMPX at these prices — it’s already up nearly 600% in a year, which screams FOMO trap to me. Sure, silicon anode batteries sound amazing and the drone/climate buzzwords get thrown around a lot, but under the hood they’re still a tiny revenue company burning cash with no profits in sight and heavy spending ahead if they want to scale. The RSI is sky-high (overbought), so momentum traders might be dumping soon, and the hype is arguably priced in already. If you bought low, good for you — but if you’re buying now, you’re basically betting on perfect execution in a highly competitive space. There are better risk/reward setups out there for battery exposure, like QuantumScape (QS) for its solid-state tech, Solid Power (SLDP) which just secured VW backing, Nano One (NNOMF) in the cathode materials niche, or even lithium plays like Albemarle (ALB) that offer more established cash flows. Just my two cents — not financial advice.
I'm confused how you're down on ALB calls after the crazy runup its had recently
ALB gonna control the processing supply chain since China has suddenly shut down dozens of Lithium processors
Anyone playing ALB? Shit’s been pumping for about a month.
Holding AMPX and ABAT. Watching PLL, ALB, and LAC
Thoughts on ALB vs the Lithium tickers you’ve mentioned?
What’s everyone thinking about ALB?
$ALB to the Fckin Moon 55% last 3 months
Yall dumb and missing out on the real big boy stock big pump $ALB
ALB Lowest cost producer in the lithium sector. Lithium prices are probably done bottoming out and will start to improve next year.
Steve the fact that youre not in ALB tells me all i need to know
If you zoom out on the ALB chart you can see where the price of Li2CO3 went from ~$8/kg in 2018 to $80/kg in 2021/2022 back to about $6-8/kg this year. All the critical minerals are starting to turn around so anyways thats the play, ALB is the ExxonMobil of lithium. Robots, drones, evs, etc
ALB jan 2027 leaps thank me later
I'll add it to my watchlist, good luck! Hers some of mine: ARRNF, TMC,UUUU, ALB, PPTA, CRML, DTREF, LAC and USAR.
" I'm wondering: Why no discussion for MEOH?" ____________________________________________________ "This isn’t a meme stock or a fast mover." "I can hear the yawns already" You have a commodity business producing a commodity that if you asked a lot of random people what it is I'd guess a fair amount of them wouldn't know. It may be an underappreciated business but the problem is that you have a retail audience that is less interested in things like value chemical companies than they probably ever have been and there's definitely less of an institutional value audience than there used to be. Stock has had a lot of volatility over the last dozen or so years and ultimately hasn't gone anywhere. That long-term chart is not going to excite the average person in most cases today, who has no shortage of various growth stocks to choose from that seem to go up every day. "Commodity stocks are volatile" It's one thing if a stock is volatile but has demonstrated impressive returns over time, it's much less appealing if there's a lot of volatility but the returns aren't particularly exciting. What is some sort of major near-term demand driver for methanol? Even if there is a near-term demand driver though, so many of those kinds of things w/commodity names are ultimately trades. I mean, look at ALB between 2020-2022 and that rise given what people thought EV demand would be. At one point that was up about 450% off the 2020 bottom. If you continued to hold it, it recently almost entirely round-tripped back to that 2020 low.
Good, ive been holding ALB since 2021
Im not saying LAC is the only bet, clearly ALB is a top lithium producee. I am speculating here, this is pretty much a bet, that in the next few days or weeks, this domestic mining company will have some sort of news or something
Sure. Domestic is great given the current climate. But if your looking to play the possibility of a lithium price ramp in the next weeks/months I think there are better plays than LAC. My 69 7/18 ALB calls are up 200%. Wish I bought more. LAR calls for December also.
Agree prices might have bottomed out. LAC isn't in production and has unproven DLE technology that it needs to work. I don't think LAC is the best play ATM. I like ALB and also LAR at the moment.
Depends on which portfolio....PEP, GOOGL, JNJ, ALB, UNH
> Contrary to what the name suggests, rare earth metals is not that rare. A lot of countries have them and mine the ores to sell them to China for processing. > > The issue is that no one other than China has thus far invested in the infrastructure needed to refine these metals Exactly and there was a rare earth bubble more than a decade ago where people came to a similar conclusion. There are periods where various commodities ramp because of connection to a theme, but time and time again it often plays out like ALB has since the start of 2020. Whether rare earths or lithium or whatever, price ramps on excitement over theme, more supply eventually comes online ("cure for high prices is high prices) and the moment demand starts to erode even slightly, the stock craters (and then craters some more.) Commodities associated with a theme are imo always a trade and that becomes a trade where you have to familiarize yourself with the dynamics of the industry. What's supply look like, where is demand, etc? Because if someone doesn't do that they're going to be one of the people trying to call the bottom in something like ALB all the way down when they shouldn't be.
Yeah but i just did hours of chatgpt research lol. Tldr: Lithium companies are heavily tied to market price of lithium (ALB is more diversified than average lithium companies though but still very vulnerable to this), EV booms make price shoot up, supply cant keep up, companies reinvest huge profits into plants etc, years later when the plants are running they saturate the lithium market, prices crash, companies lay off thousands, shut down plants, chaos, rinse and repeat.
Forgot to say, thats ALB but LIC is also looking very nice (No options though)
AMD - i think the market has no idea what to do with it, so i am still holding on, though i have trimmed my holdings a bit ALB - know the company well, have had holdings in them for years and its getting punished. The company survives... it's weathered previous storms and will this one as well (methinks)
poor ALB shareholders. what a drop.
this is a good post and makes a lot of sense. still, for ALB to be part of the sp500 with this type of performance, is very odd
I'm from Chile. There are lithium companies in my country. SQM's stock (a Chilean lithium company) has behaved similarly to ALB's. First of all, I didn't invest in lithium because it seemed like a bubble driven by the electric car hype. My reason for believing this is simple. In my country, there are many copper companies. I have friends who work in copper and lithium companies. They told me something quite simple: copper is scarce and difficult to extract, so it will be valuable, and copper companies will continue to be valuable. But lithium is very easy to extract, and there are many countries and places with lithium (a new deposit was recently discovered in the USA and another in my country, lol). The fact that it's an easy-to-extract resource is a problem. Even if electric cars are adopted worldwide in the future, it's still easy to extract. Lithium stocks will never return to what they were at the time of the hype. I was told this when lithium stocks were at their ATH. I thought they would go down and remain stable, but I never imagined such a steep drop. Personally, I think they can recover some of their value, but on a modest scale, you can get better returns in traditional or technology stocks.