Friday, February 18, 2011

Lithium, Rare Earths, Gold and Copper: TNR Gold COO interview tnr.v, czx.v,, lmr.v, tsla, rm.v,,,, jnn.v, abn.v, res, mcp,, quc.v, cee.v, sqm, fmc, roc, li.v, wlc.v, clq.v, lit, nsany, byddf, gm, dai,, hev, aone, vlnc


  We have come across the full text of interview which was done by The Wall Street Transcript with TNR Gold COO Mike Sieb:

It is very interesting to see who is behind TNR Gold, its team under the leadership of Gary Schellenberg  and Mike Sieb's own vision of the ongoing transformation  - he is the President of International Lithium Corp. Kirill Klip - Non Executive chairman of the company has recently increased his position in the company and CEO was buying as well.

We have wrote before about recent M&A activity in Lithium space and you can find just a few companies left without strategic partnerships. We are following quite a few juniors in Lithium space and our two top picks are on the M&A radar screens as well. Rodinia Lithium has made an investment deal with Chinese Shan Shan and International Lithium to be spun out from TNR Gold. We have quite a few heavy hitters around that company with a very tight capital structure andinsiders holding over 50% of the companySheldon Inwentash's PineTree Capital is holding a stake in TNR Gold among with Nova Gold and Barrick Gold. Canada Zinc Metals has a stake in TNR Gold and now 35% of that company is owned by Chinese Copper and Zinc giant Tongling.  Retire Fund has come out recently with a very good coverage on lithium market and its recent plays.

Please, do not forget, that we own stocks we are writing about and have position in these companies. We are not providing any investment advise on this blog and there is no solicitation to buy or sell any particular company here. Always consult with your qualified financial adviser before making any investment decisions.
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