Fabrice Taylor Neo Lithium Corp NLC-X PAST TOP PICK Aug 21, 2017

Lithium. Has a very interesting and attractive deposit in Argentina. It is the most economical form of lithium. It is not hard rock, so there are not a lot of costs and they can do this economically. Higher risk/high potential return. Management is first-class.

Their lithium project is in Argentina, with has pretty much everything they need. There is a road not far away. A very, very good project. World-class assets. Good management.

He doesn’t know a lot about lithium and doesn’t own any stocks. What interests him is that they have a good grade of lithium and have 40% institutional shareholders. They are working through a pilot plant right now and are trying to de-risk the project. Looks interesting.

(A Top Pick Sept 9/16. Down 2.7%.) Has a world-class property in Argentina and a world-class CEO who has done this before. They’ve raised money from various sophisticated institutions at about the current price. At some point, given lithium prices and electrification of cars it is going to get taken out. Highly speculative, but if it gets taken out, it will be for a big premium.

Good exposure to EV market.
Excellent exposure to China.
Volatile - good for trading.
Better value than Tesla for value.
Would buy under $11.

Would recommend buying on weakness. EV business will be strong. Expect volatility. Strong for the long term investor. Owns shares. Valuation and story is compelling.