Tuesday, December 01, 2009

Gold? Try lithium instead TNR.v, CZX.v, WLC.v, RM.v, LI.v, LMR.v, SQM, ROC, FMC, GOOG, ABX, RGLD, NEM, GG, AUY, BVN, FCX, HUI, XAU, GDX, SSRI, AAPL

"TNR Gold Corp.
TNR Gold was an early mover in acquiring lithium properties and has assembled a package of eight properties that continues to grow. The projects are located in diverse geographical locations with pegmatites in Canada and Ireland and brine projects in Nevada and Argentina. TNR Gold plans a spin out of its lithium and rare earth element assets into International Lithium Corp. in the first quarter of 2010. The company will also be looking for joint venture partners to move their extensive property portfolio forward."
http://research.dundeesecurities.com/Research/Lithium102809.pdf




"We have shared with you before that we had a feeling that consolidation in Lithium and REE space will be over very soon and after that Warren Buffett announced: "In 20 years, all cars on the road will be electric" Warren Buffett, November 29th, 2009". Now James Dines is pushing his idea "The One Best Area to Buy Now" with StockWatch email blast: external catalyst for the sector is in the making:"


San Francisco notes.



Financial Post Magazine

Gold? Try lithium instead


Batteries are in. The traditional hedge may be out
Jonathan Ratner, National Post Published: Tuesday, December 01, 2009




This month, a tale of two metals. One is the world's oldest international currency: gold. Prices have hit all-time highs this year as investors flocked to bullion in the midst of the financial crisis. Is it still a good investment? Lithium, meanwhile, has emerged as a hot commodity due to its use in next-generation batteries. It may get warmer still.
>GOLD proved itself as a safe haven in the last two recessions, but it may not be today's best bet. In fact, it took a financial crisis, a sharp depreciation in the U.S. dollar and renewed inflation fears for gold's 30-year total return to just barely beat inflation, says Stefane Marion, chief economist at National Bank Financial. He notes that since central banks are focused on their inflation targets, the movement in gold prices is determined foremost by the greenback. Meanwhile, CIBC World Markets economists Peter Buchanan and Meny Grauman, though bullish on gold for the next two to three years, warn that gold speculation is hitting record levels. A sizable near-term correction may be coming.
>GROWING A lithium staking rush is underway in the South American Andes, as Japan, China and Korea try to lock in supply deals. Dozens of junior exploration firms are looking for deposits in the region, which is home to the majority of the world's lithium supply. The reason? According to a recent Dundee Securities report, the market for batteries, which currently represents 27% of lithium demand. Expect that number to rise. "[Electric cars] are already here, but soon plug-in hybrids will appear and eventually all-electric vehicles may arrive -- each with bigger battery needs," says Tom Astle, Dundee's head of research. "It sounds like we will need much more lithium, doesn't it?"
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