1. Lithium in 2013 – Part II

This Morning Note is Part II of our extensive research on the lithium space which we published last week.1 In it we discussed our thoughts on the lithium space in 2013 and beyond. Our thesis holds that there is little opportunity for additional, lower grade lithium production capacity from junior mining companies. As we discussed, currently there exists an oligopoly in the lithium space dominated by four players including, lately, a new Chinese player. This Note will focus on our recommendations to profit in lithium investing in 2013 – through take out scenarios.

Written by Chris Berry, MBA - [ Discovery Investing Web Site ]