Updated August, 21st 2010.
We came across of interesting guide on Lithium investment opportunities, it is for further investigation at this point only. First reaction is that pure plays are just very few among them if any, lots of technological bets and some companies are already relatively big with just some revenue connected to Lithium. We continue research in a Junior space. Just a few companies are active in that area at the moment.
May 9th, 2010
January 8th, 2010
Lithium and REE Investment Manifesto and Next Big Thing in action:
San Francisco notes. November 28th, 2009.
San Francisco notes. November 28th, 2009.
How to invest in Lithium and REE - Dummies guide. Sep. 12th 2009.
" August, 23rd 2009. It looks like we do not have to preach about our Lithium and REE bull market any more and CNBC and BNN is taking the lead with THE Wall Street Journal. Apart from our English specially spiced with patented new grammar inventions and misspellings we have to give something more to stay at the edge of the green mobility revolution. As we all know Electricity comes from the electric socket on the wall, but where from Lithium and REE comes apart from broadcasting fever and websites full of this stuff?"
Next companies are Technology side of Lithium story.
As car companies ramp up production of hybrid electric vehicles (HEVs), lithium-ion (Li-ion) batteries are a top option. The increased demand could be a nice boon to lithium miners, processors and battery manufacturers.
Below is a listing of all lithium-related stocks (trading over $1) that could be impacted. They are in order of stock price (lowest to highest). NOTE: The financial information provided is as of January 29, 2009.
Altair Nanotechnologies Inc. (NASDAQ:ALTI)Share price: $1.05Market Cap: $96.87MAltairnano manufactures lithuim titinate-based batteries for HEVs and military vehicles. The company also pursues nanomaterial and titanium dioxide pigment technologies.http://www.altairnano.com/
China BAK Battery, Inc. (NASDAQ:CBAK)Share price: $1.48Market Cap: $85.36MChina BAK Battery, Inc. manufactures Li-ion battery cells for portable electronic devices.http://www.bak.com.cn/
Valence Technology, Inc. (NASDAQ:VLNC)Share price: $1.74Market Cap: $209.03MValence manufactures Li-ion technology for portable appliances and HEVs.http://www.valence.com/
Avanex Corporation (NASDAQ:AVNX)Share price: $1.90Market Cap: $29.47MAvanex Corporation manufactures fiber optic-based products, known as photonic processors for telecommunication systems integrators. Lithium niobate (LiNbO3) is used for their optical modulators.http://www.avanex.com/
Advanced Battery Technologies, Inc (NASDAQ:ABAT)Share price: $2.62Market Cap: $143.53MABAT manufactures Li-ion batteries for consumer products.http://www.abat.com.cn/
Hong Kong Highpower Technology, Inc. (AMEX:HPJ)Share price: $2.95Market Cap: $40.01MHong Kong Highpower Technology, Inc. is primarily manufactures nickel-metal hydride (Ni-MH) battery cells. But the company has also begun production of Li-ion cylindrical and Li-polymer batteries.http://www.haopengbattery.com/
Ener1, Inc. (AMEX:HEV)Share price: $4.41Market Cap: $496.69MEner1 manufactures Li-ion batteries for HEVs, military vehicles and industrial use. The company also have divisions dedicated to fuel cell developement and nanotechnology for manufacturing purposes.http://www.ener1.com/
Axeon Holdings Plc (LON:AXE)Share price: $4.25Market Cap: $2.00MAxeon is a European supplier of Li-ion battery packs HEVs, power tools and mobility products.http://www.axeon.com/
Nissan Motor Co., Ltd. (NASDAQ:NSANY) Share price: $6.20Market Cap: $12.61BNissan has entered in to a joint venture with NEC to develop, manufacture and market Li-ion batteries. http://www.nissan-global.com/
Polypore International, Inc. (NYSE:PPO)Share price: $7.17Market Cap: $319.49MPolypore International, Inc. manufactures microporous membranes used to separate the cathode and anode in a variety of battery markets, including lithium.http://www.polypore.net/
Ultralife Corp. (NASDAQ:ULBI) Share price: $8.30Market Cap: $144.91MUltralife serves government, defense and commercial customers with products and services ranging from portable and standby power solutions to communications and electronics systems.http://ultralifecorp.com/
Johnson Controls In.c. (NYSE:JCI)Share price: $15.52Market Cap: $7.29BOn Feb. 3, it was announced that Johnson Controls, in partnership with France’s Saft, will supply the Li-ion batteries for Ford Motor Company’s Volt.http://www.jci.com/
Greatbatch, Inc. (NYSE:GB)Share price: $23.86Market Cap: $546.68MGreatbatch, Inc. manufactures lithium battery packs and wireless sensors for oil and gas exploration, pipeline inspection, military, asset tracking, oceanography, external medical and seismic surveying.http://www.greatbatch.com/
Sociedad Quimica y Minera de Chile S.A (NYSE:SQM)Share price: $27.85Market Cap: $7.33BSQM is an integrated producer of lithium carbonate, as well as of potassium nitrate and iodine.http://www.sqm.cl/
FMC Corporation (NYSE:FMC)Share price: $46.15Market Cap: $3.42BFMC Corporation develops lithium specialties for pharmaceutical synthesis, specialty polymers and energy storage. http://www.fmc.com/
3M Company (NYSE:MMM)Share price: $56.55Market Cap: $39.19B3M is a diversified technology company that manufactures Li-ion batteries. It also has businesses related to the industrial and transportation, healthcare, display and graphics, consumer and office, safety, security and protection services, and electro and communications sectors.http://www.3m.com/
Below is a listing of all lithium-related stocks (trading over $1) that could be impacted. They are in order of stock price (lowest to highest). NOTE: The financial information provided is as of January 29, 2009.
Altair Nanotechnologies Inc. (NASDAQ:ALTI)Share price: $1.05Market Cap: $96.87MAltairnano manufactures lithuim titinate-based batteries for HEVs and military vehicles. The company also pursues nanomaterial and titanium dioxide pigment technologies.http://www.altairnano.com/
China BAK Battery, Inc. (NASDAQ:CBAK)Share price: $1.48Market Cap: $85.36MChina BAK Battery, Inc. manufactures Li-ion battery cells for portable electronic devices.http://www.bak.com.cn/
Valence Technology, Inc. (NASDAQ:VLNC)Share price: $1.74Market Cap: $209.03MValence manufactures Li-ion technology for portable appliances and HEVs.http://www.valence.com/
Avanex Corporation (NASDAQ:AVNX)Share price: $1.90Market Cap: $29.47MAvanex Corporation manufactures fiber optic-based products, known as photonic processors for telecommunication systems integrators. Lithium niobate (LiNbO3) is used for their optical modulators.http://www.avanex.com/
Advanced Battery Technologies, Inc (NASDAQ:ABAT)Share price: $2.62Market Cap: $143.53MABAT manufactures Li-ion batteries for consumer products.http://www.abat.com.cn/
Hong Kong Highpower Technology, Inc. (AMEX:HPJ)Share price: $2.95Market Cap: $40.01MHong Kong Highpower Technology, Inc. is primarily manufactures nickel-metal hydride (Ni-MH) battery cells. But the company has also begun production of Li-ion cylindrical and Li-polymer batteries.http://www.haopengbattery.com/
Ener1, Inc. (AMEX:HEV)Share price: $4.41Market Cap: $496.69MEner1 manufactures Li-ion batteries for HEVs, military vehicles and industrial use. The company also have divisions dedicated to fuel cell developement and nanotechnology for manufacturing purposes.http://www.ener1.com/
Axeon Holdings Plc (LON:AXE)Share price: $4.25Market Cap: $2.00MAxeon is a European supplier of Li-ion battery packs HEVs, power tools and mobility products.http://www.axeon.com/
Nissan Motor Co., Ltd. (NASDAQ:NSANY) Share price: $6.20Market Cap: $12.61BNissan has entered in to a joint venture with NEC to develop, manufacture and market Li-ion batteries. http://www.nissan-global.com/
Polypore International, Inc. (NYSE:PPO)Share price: $7.17Market Cap: $319.49MPolypore International, Inc. manufactures microporous membranes used to separate the cathode and anode in a variety of battery markets, including lithium.http://www.polypore.net/
Ultralife Corp. (NASDAQ:ULBI) Share price: $8.30Market Cap: $144.91MUltralife serves government, defense and commercial customers with products and services ranging from portable and standby power solutions to communications and electronics systems.http://ultralifecorp.com/
Johnson Controls In.c. (NYSE:JCI)Share price: $15.52Market Cap: $7.29BOn Feb. 3, it was announced that Johnson Controls, in partnership with France’s Saft, will supply the Li-ion batteries for Ford Motor Company’s Volt.http://www.jci.com/
Greatbatch, Inc. (NYSE:GB)Share price: $23.86Market Cap: $546.68MGreatbatch, Inc. manufactures lithium battery packs and wireless sensors for oil and gas exploration, pipeline inspection, military, asset tracking, oceanography, external medical and seismic surveying.http://www.greatbatch.com/
Sociedad Quimica y Minera de Chile S.A (NYSE:SQM)Share price: $27.85Market Cap: $7.33BSQM is an integrated producer of lithium carbonate, as well as of potassium nitrate and iodine.http://www.sqm.cl/
FMC Corporation (NYSE:FMC)Share price: $46.15Market Cap: $3.42BFMC Corporation develops lithium specialties for pharmaceutical synthesis, specialty polymers and energy storage. http://www.fmc.com/
3M Company (NYSE:MMM)Share price: $56.55Market Cap: $39.19B3M is a diversified technology company that manufactures Li-ion batteries. It also has businesses related to the industrial and transportation, healthcare, display and graphics, consumer and office, safety, security and protection services, and electro and communications sectors.http://www.3m.com/
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