Dear Reader,
I’ve been waiting for this opportunity since 2008.
Back then, this company didn’t even exist.
It was founded in 2022 and went public just a year later.
But long before this, I knew lithium would become one of the most critical resources on the planet, driven by the relentless demand for electric vehicles and batteries.
As a resource investor, I don’t just follow trends—I meticulously hunt for the best opportunities.
And when I find one, I move in a big way.
Patience Pays Off: The Opportunity I’ve Been Hunting for Years
That’s why I’ve been waiting to invest in this company for over a decade.
I made a major lithium investment in 2008, and it paid off handsomely. - For context, the first lithium company I backed in 2008 delivered a 20x return for early investors.
I was there from the start, involved in selecting top lithium assets globally.
But the project I’m about to share with you?
I believe it’s even better than the one that delivered those massive gains.
Tick, Tock… A Massive Rebound on the Horizon
Despite lithium's price pullback in the past year, demand hasn't fallen—evidenced by a 60% jump in EV sales, each requiring 16 pounds of lithium.
If you’re a seasoned investor, you know that prices don’t just follow demand.
Prices fluctuate with production and geopolitics, adhering to the cyclical nature of resource markets—what falls must rise as supply tightens.
Right now, lithium prices are down a lot from their highs.
And the need for lithium isn’t going away and we view this as a buying opportunity.
Why This One Lithium Stock is my No-Brainer
Despite spodumene's price drop from $6,400 to under $1,000 per ton since 2022, the International Energy Agency forecasts that by 2035, half of all cars will be electric.
That’s a seismic shift, and top analysts are predicting a lithium price rebound as soon as next year.
When that happens, certain companies could be big winners…
Meaning shareholders will get rewarded with a much higher share price.
Lithium Market on the Brink of a Tighter Supply
Recent events have set the stage for a potential lithium price surge. - The closure of CATL’s Jiangxi lepidolite mine—which accounts for 5% of global lithium supply—has tightened the market.
Analysts initially expected a surplus in 2025, but further supply exits, like this one, could lead to a much more competitive scenario.
This one piece of news sent lithium stocks soaring 10-20% around the world.
Prices are projected to stay range-bound between $10,000 and $11,000 per ton, but with more disruptions, we could see a sharp rebound.
This sets the perfect stage for the next wave of lithium winners.
After years of waiting, I believe this new lithium company is finally ready for prime time. | | To be completely transparent…
I’ve already invested over $1 million of my own money in this stock, bought in the open market — at prices higher than where it trades today.
| | | But that’s not why I’m writing to you.
I’m writing because I believe this stock is massively undervalued right now, and I want you to see the opportunity before the market catches on.
Why This Company Has the Markets Attention
This isn’t just any lithium company.
It has the exact qualities that separate winners from also-rans in the resource sector: - High-grade lithium deposits: The kind that attracts attention—and investment.
- Massive deposits & exceptional metallurgy: So vast they can be seen from the sky.
- Strong insider ownership: The founders hold 55% of the shares, showing they have serious skin in the game.
- Current undervaluation: The recent stock price drop is due to tax-loss selling by institutional investors, not because of any weakness in the company.
- Rising M&A activity: we expect this company to have a major mineral resource estimate announcement that will attract the attention of all the big companies based on its +$50 million spent on exploration.
(FULL DISCLOSURE: One of my recent picks Filo Mining, just got a massive takeover offer)
Again, this company has already completed over 50,000 meters of drilling and is on the verge of releasing its maiden resource estimate, which we think will be very big.
This is where things could really start to heat up…
It’s taken the company several years and tens of millions of dollars to get to this one point.
They’re about to release their Maiden Resource Estimate any week now.
Once the resource estimate is released and lithium prices start ticking up, I fully expect these big players to jump back in, which could make a significant change to the stock price.
Could this resource estimate attract a buy out offer? Perhaps.
Management intend on advancing the asset towards production.
But if the right offer comes along, they won’t say no.
My team and I are finalizing our report.
And you’ll get the full details with company name and stock ticker, in your email inbox first thing tomorrow at 9am EST before the market opens.
Do not miss this email.
Regards,
Marin Katusa and the KR Special Situations Team | | | |
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