@UltrainstinctBuhBuckle I’m at 70% $TMC
In addition I’ve got lil bits in First Mining Gold $FFMGF and Nevada Lithium $NVLHF
Currently scoping out Fortune Minerals $FT.TSX and Quantum-Si $QSI
Waiting to add 10% each maybe
Pic unrelated
$LAC Y J Lee with Arcane capital shares insights in his recent lithium presentation:
https://x.com/usuallyyjlee/status/2057328815257596060?s=46&t=DljBGpnmB22nw4MO6hSIpQ
We are entering a deficit with lithium demand growing yoy 30+%. Huge percentage for a commodity.
Investors in the right companies will be rewarded in a huge way!
$LAC $CYDVF $NILIF $NVLHF $ABAT
$NVLHF up over 10% day, folks! You know shirts gotta come off at ten baby!!
Praise be to the king btw.@OffComesTheShirt where in the heck would I be today without the shirts off at ten pants off at fifteen moves…
Credit where credit is due.
@OffComesTheShirtTHE THE MOTHERFUCKIN MAN
$NVLHF What does this mean for Nevada lithium resources Inc. While no takeover is confirmed, the company operates in a sector with high M&A activity, particularly as projects in Nevada move toward development.
Copy and paste this
$NVLHF Based on recent reports, Nevada Lithium Resources Inc. (NVLH) has continued to grant stock options to its management and directors, with vesting schedules extending into November 2025. These options are part of the compensation for directors and management, who, as of late 2024, held a direct ownership stake in the company.Vesting Schedules: Stock options granted to company leadership have vesting schedules, with 34% having vested on or after November 6, 2025.Management Ownership: As of early 2024, company management and directors had a vested interest in the company's performance, with direct ownership stakes reported, such as 0.11% by the CEO.
$NVLHF Nevada Lithium is a ways away from getting the returns we all want. Re-rating starts with the producers. Started with Pilbera Albermarle etc.
Next up is the soon to be producers like $LAC
Then the ones with FS and applied for permitting like $CYDVF
The juniors are last ones but can produce the biggest returns. This is when M&A is happening.
Lithium price needs to stay at this level $25,000 or higher for a sustainable period. Money won’t flow here unless big money believes lithium price is stable.
I’m locked and loaded in all of these scenarios!
@toolman777 I think one can say that about most of the Lithium stocks. Over the next two years people are going to make bank on Lithium plays
👉 producers will move first
👉 companies that will be producing next. Think Lithium Americas $LAC
👉 juniors far along in the process of producing. Permits applied for etc. $CYDVF
👉 Juniors still in process of worjking through de-risking. Needing DFS or FS. Needs permitting, financing etc. many poised for M&A. $NVLHF
This lithium price squeeze because of massive demand growth and lacking supply will lift many of these company’s value. Be ready to make some dollars. Do your own DD and good luck. It will be volatile.
$NVLHF Great news out on Lithium.
“2026 Lithium Market Context:
Price Rebound: As of early 2026, lithium prices have surged over 100% from 2025 lows, with prices stabilizing around US$16,000 to over $20,000 per tonne due to a supply deficit expected in 2026.
$NVLHF Based on recent developments, Canadian-based companies developing lithium projects in Nevada—specifically Lithium Americas Corp and Nevada Lithium Resources Inc.—are moving forward with strong, active support from both the U.S. and Canadian stakeholders.
The U.S. government (under both the Biden and Trump administrations) considers Nevada lithium vital for reducing reliance on China, while Canada supports these companies due to their headquarters, management, and capital raising being located in Canada, making them part of the North American critical minerals strategy.
