Opinions
Peter Grandich
Lithium One
LI-X
BUY
Mar 09, 2010
Lithium play is going through the inevitable shakeout. Sizzle part of the move is over and we now have to find the few players that will become producers and this is one of them. Speculative.
$1.170
Stock price when the opinion was issued
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COMMENT
Not a big fan of rare earth niche products but does like this one. Lithium in batteries is going to play a big part. Supply/Demand fundamentals will be a good place to be in the long term. He has a basket of lithium companies in small amounts, which is the way you should play this area.
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