CS. We would like to share with you today the best Charts and articles, which has caught our attention recently - it is the case when the good picture is better than thousand words - some of them are screaming about the best Entry Opportunity in years we are following these markets.
"The real drama and Life time Opportunity is in on the chart above - junior miners are coming back from the absolute massacre of the Sector Risk Off trade spiced by Naked Short Selling. You have not seen this level of Entry in at least a few years even with Gold, Silver, Copper and Lithium holding at respectively much higher levels. Not everybody will survive and come back - access to the capital and people behind the companies will be the most crucial at this stage."
CS. If you are long Apple, please, do not worry - we have been right only a few times. Charles Nenner Call is a much stronger proposition for the market - he wasn't right all the time as well, but some of his longer term calls are worth studying at least.
We decided to make our Call on Apple, because we are totally in love with its products, were calling for Steve Jobs to make an Electric iCar for years, but do not follow the company or holding any position in its stock now - we are totally disconnected with its market. And still, we can hear about Apple every day everywhere, everyone and his grandmother have invested in it and it is the newly found "sure thing". Life has taught us a very expensive lesson - that once everybody has invested in a "sure thing" the universe will switch the deck. Now, when everybody is in love with it and indexes are moving everyday with Apple's market the company can not allow to make anything wrong. Margin for any investors' tolerance is so thin now - any step back will bring the realisation that Steve Jobs is not there any more. Once it happen, selling will ignite further selling and commentators will be crying on Bubble TV "we have told you so" - then it will be time to buy again.
We never give any Buy or Sell here - only our observations of trends and participating companies. We are covering our journey in the search for the real value and long term trends shifting our world. We have started with Gold and Silver, moved to Uranium, Copper and Zinc and now following the Energy Transition to the post carbon world, when the cheap oil will be out. Our play is on the side of strategic commodities via Junior Miners. Gold and Silver names as a Real Store of Value, Copper and Zinc as part of electrification and Lithium, Rare Earths and Graphite names as the core critical materials play for the electrification of our transportation. Nobody is interested in this market now and we will pull another chart for your attention.
We were battling with Google's valuation and Housing Bubble for quite a while before and now it is time to bring our charts back.
Among other things discussed with Jim Puplava is Charles Nenner's Call on Oil going higher - Lithium, Rare Earths and Graphite will be in focus again.
Where is the connection between the Apple, Oil and Junior Miners? Apple's Top will signify the important turn in the market place - we do not expect economy to be allowed to go bust again in the election year - but if even Apple is not immune to the gravity, the Oil prices will start to be felt more and more. We expect the talk about the QE coming back with the first signs of weakness, the usual remedy against even potential Deflation will be the lower US Dollar via running printing press - more QE. Catalyst for the Juniors with solid projects in Gold, Silver, Copper, Lithium, Graphite and Rare Earthswill be the simple fact that you can not print any of these commodities. M&A activity in the sectorsmust confirm our observations - industry insiders know better where the real value is.
Canadian Venture Exchange Index daily chart below is one to watch now - we are close to the October's and December's Lows. Change in leadership in the market place and sector rotation can even beat the juniors' weak summer market seasonality this year.
IBM takes its Lithium Air Battery 500 project very seriously and is boosting its cooperation with world leaders in advanced materials to enhance electric vehicle lithium-air battery innovation. It will be the game changer for all industry and will ignite the electric cars mass market.
Asahi Kasei and Central Glass to enhance electric vehicle lithium-air battery innovation
SAN JOSE, Calif. – April 20, 2012: IBM (NYSE: IBM) today announced that two industry leaders -- Asahi Kasei and Central Glass -- will join its Battery 500 Project team and collaborate on far-reaching research with the potential to accelerate the switch from gasoline to electricity as the primary power source for vehicles.
In 2009, IBM Research pioneered a sustainable mobility project to develop lithium-air battery technology capable of powering a family-sized electric car for approximately 500 miles (800 km) on a single charge.
As partners in the Battery 500 Project, Asahi Kasei and Central Glass bring decades of materials innovation for the automotive industry to the team. They will expand the project's scope and, although the scientific and engineering challenges to its practical implementation are extremely high, exploring several chemistries simultaneously increases the chance of success.
· Asahi Kasei, one of Japan's leading chemical manufactures and a leading global supplier of separator membrane for lithium-ion batteries, will use its experience in innovative membrane technology to create a critical component for lithium-air batteries. · Central Glass, a leading global electrolyte manufacturer for lithium-ion batteries, will use its chemical expertise in this field to create a new class of electrolytes and high-performance additives specifically designed to improve lithium-air batteries.
"These new partners share our vision of electric cars being critical components of building a cleaner, better world, which is far less dependent on oil," said Dr. Winfried Wilcke, IBM's Principle Investigator who initiated the Battery 500 Project. "Their compatible experience, knowledge and commitment to bold innovation in electric vehicle battery technology can help us transfer this research from the lab onto the road."
Most electric vehicles can only travel about 100 miles before needing to recharge using today's lithium-ion batteries. This is a significant barrier to electric car adoption unless a new battery technology can be developed that is affordable, lightweight, compact and has the capacity to power a typical family car several hundred miles or more on a single charge.
For a car running on today's lithium-ion batteries to match the range provided by a tank of gasoline, car manufacturers would need a very large battery which would weigh down the car and take up too much space. Lithium-air batteries have higher energy density than lithium-ion batteries, due to their lighter cathodes and the fact that their primary "fuel" is the oxygen readily available in the atmosphere. To popularize electric cars, an energy density ten times greater than that of conventional lithium-ion batteries is needed, and these new partners to the project can help drive lithium-air technology towards that goal.
New materials development is vitally important to ensuring the viability of lithium-air battery technology," said Tatsuya Mori, Director, Executive Managing Officer, Central Glass. "As a long-standing partner of IBM and leader in developing high-performance electrolytes for batteries, we're excited to share each other's chemical and scientific expertise in a field as exciting as electric vehicles."
"We are very focused on addressing environmental challenges and limitations with diverse technology to build a brighter future. This alliance allows us to explore a new path to developing an improved rechargeable battery performance that can not be met with conventional technologies," said Tetsuro Ohta, Head of Advanced Battery Materials Development Center, Asahi Kasei.
This research will take place at IBM Research – Almaden in California.
About The Battery 500 Project
The switch from gasoline to electricity as the primary power source for vehicles stands to be one of the most important technology shifts of the first half of the 21st century. Recognizing this need, scientists at IBM Research-Almaden started the Battery 500 Project in 2009 to develop a Lithium-Air battery that could travel 500 miles on a single charge. Leveraging IBM's leadership across science and technology in chemistry, physics, nanotechnology and supercomputing modeling in both its Almaden and Zurich laboratories, this research is also done in conjunction with the other Battery 500 Project collaborators, including national laboratories
