What’s up everyone, you may have heard about the term circular economy or recycling
but not paid attention to it. If you didn’t you may want to reconsider your position,
as there could be lots of opportunities in that space.
According to its Impact report for 2021, Tesla can recover raw materials from batteries
with ~92% efficiency: so for every 1,000 kWh worth of end-of-life batteries,
Tesla recovers 921 kWh worth of raw metals to produce new batteries. And so Tesla believes that
“the costs associated with large-scale battery material recovery, and recycling
will be far lower than purchasing additional raw materials for cell manufacturing. This will
contribute significantly to continued battery cost declines and amplify the importance of recycling
as more electric vehicles reach end-of-life. So if you believe in the circular economy opportunity,
then you want to make sure you stick around till the end as I have two bangers for you today which
have big partners and doing some great things. And for one of this stocks which we called just last
month, since then the markets have been tanking but this play has been going upwards giving us
some positive gains when the markets have mostly been in the red. So clearly not to be ignored
right now. I’ve also got lots of FREE stuff and smart ideas to put money back into your pockets
in this tough times. So make sure you stick out to the end so you don’t miss out on these freebies.
We have seen some stocks wiped out in the markets recently and so doing thorough due diligence on
your stock selections, has never been more important. We always say you look out for
top & bottom line growth, low debt, low dilution, good management teams and lots more. So if you
want to improve your portfolio analysis with all of these considerations in one place and with
some of the best analysts insights on over 150,000 stocks, you want to check out Simply Wall Street
or Seeking Alpha who are offering some great deals right now. 30% discount with a 14days extended
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That said please drop a quick like on the video and hit the bell,
so we can get on with it with our first stop, which is Neometals Ltd (OTC: RRSSF
AUS:NMT) which is currently sitting at 90cents per share with a with a market cap of $493mn. Neo
is a classic example of where patience pays for investors as you can see here, that despite the
market selloff, the patient investors who got in at the right price would still be in the money.
It is up 124% over the last 12m even with the pull backs from its all time highs which it hit
at $1.42 earlier in April. But despite this pull back, its fair to say this stock has only just
started, and has a long long way to go and so you clearly wouldn’t want to write it off yet.
Neo is also one of those stocks which you wouldn’t be able to get from Robinhood or Webull
and so if you like their story and need a decent platform where you can trade either their OTC
or the Australian exchange ticker NMT, you want to check out Interactive Brokers, which is a low
cost & award winning platform which allows you to trade over 135 international markets.
And what I REALLY like about the IBKR platform, which you can see here from my portfolio is that,
you can access some of the top lithium plays bought directly from the Australian market
and with limit orders. So if you need a platform with low fees, enabling you to trade globally in
challenging times like this, then you certainly want to check them out from my link below.
Thank you and here’s what’s new with Neo.
Neometals innovatively develops opportunities in minerals and advanced materials essential for a
sustainable future. With a focus on the energy storage megatrend,
the strategy focuses on de-risking and developing long-life projects with strong
partners and integrating down the value chain to increase margins and return value to shareholders.
Neometals has three core projects with large partners that support the global transition
to clean energy and span the battery value chain which are Lithium-ion Battery Recycling,
Vanadium Recovery, Barrambie Titanium and Vanadium Project
Neometals battery recycling JV, Primobius, recently executed a cooperation agreement
with MercedesBenz recycling subsidiary, LICULAR GmbH (“LICULAR”). The Cooperation
follows a Mercedes-Benz announcement in March 2022, highlighting Primobius as its technology
partner for the design and construction of a 2,500tpa lithium-ion battery recycling
plant (“Recycling Plant”); The Cooperation is conditional upon LICULAR issuing a purchase order
for the engineering, supply and installation of the necessary equipment for the Recycling Plant;
And looking at a snapshot of their core businesses,
they have a strong pipeline of opportunities and catalysts
due to materialise as early as the second half of 2022. So certainly one to watch.
Next up to our number 2 ev battery banger on the list for today which is Li-Cycle Holdings
Corp (LICY) which we first called here at $6.53 very recently but it is now sitting very nicely
at $8.16 per share with a market cap of $1.3bn giving us over 25% gains. It is however still
down 35% over the last 6m, which still give plenty of upside opportunities. When we covered
it the first time, we were wondering if this was a falling knife we were trying to catch,
but it appears to have hit rock bottom and is bouncing on the back of some really huge news and
partnerships. So clearly exciting times ahead for Licycle and so here’s what’s new with Li-Cycle.
Li-Cycle and Glencore Announced a Global Strategic Partnership with Glencore to Make a $200 Million
Investment in Li-Cycle. The strategic partnership will better serve the EV battery supply chain, by
providing customers with an integrated approach for their primary and recycled metal needs.
So this is a global feedstock supply agreement under which Glencore will supply all types of
manufacturing scrap and end-of-life lithium-ion batteries to Li-Cycle. Li-Cycle and Glencore have
also entered into a non-binding Term Sheet for global, long-term strategic contracts,
which would complement Li-Cycle’s existing off-take and marketing agreements.
Upon execution of the commercial agreements, Glencore will make a $200 million investment
in Li-Cycle and Glencore will have the right to nominate one board member to the Li-Cycle board.
Li-Cycle also Announced the Completion of a $50 Million Investment from LG Energy Solution and LG
Chem. They said their Milestone Strategic Partnership would Create a Closed-Loop Ecosystem
for Key Materials in the Lithium-ion Battery Supply Chain in North America.
And part of partnership, Li-Cycle will Supply LG Chem and LG Energy Solution with 20,000 Tonnes
of Nickel over 10 Years, Enough to Power Approximately 300,000 High-Performing EVs.
And in return LG Energy Solution will Provide Li-Cycle
Nickel-bearing Battery Manufacturing Scrap for Recycling over 10 Years.
Li-Cycle also Opened a Lithium-Ion Battery Recycling Facility in Arizona.
This is their third operational Spoke facility in North America,
with capacity to process up to 10,000 tonnes of manufacturing scrap
and end-of-life batteries per year. Arizona Spoke is the first to utilize
Li-Cycle’s proprietary technology to directly process full EV battery packs.
The facility can process equivalent of batteries required for approximately 20,000 EVs per annum
and Arizona presents a significant opportunity for lithium-ion battery recycling due to the emerging
electric vehicle (EV) supply chain in the region, as well as its close proximity to large markets
such as California, which are expected to produce an increasing supply of end-of-life batteries
available for recycling from EVs, energy storage projects and consumer electronics.
And this is just the icing on the cake for me, where the Li-Cycle Founders were recently
recognized for Innovation and Leadership in the Lithium-Ion Battery Recycling Industry.
They said their co-founders, Ajay Kochhar and Tim Johnston, have been recognized by MSW Management
for their innovation and proven leadership in the lithium-ion battery recycling industry.
Analysts at Simply Wall Street say Li-cycle is forecast to become profitable over the next 3
years with its earnings growth forecast of 77%, ahead of the industry and the
markets. Their revenue forecast growth rate of 81% is also way ahead of the market average
and industry which is just fantastic.
So if you want more insights like this, you want to check out Simply Wall Street
which is offering a limited time offer of 30% discount or Seeking Alpha offering you
$40 off the Seeking Alpha premium plan. And these great discounts you can only get
from my links in the description below. So check them out from below if of interest..
So some very very interesting and mindblowing prospects ahead for these stocks but only
consider getting in if the price is right for you and if you fully understand the
risks. This video is not financial advice, a buy or a sell recommendation, but is meant to
bring some new and exciting stocks to your attention for you to do your own research..
As always I would love to hear from you, so please let me know your thoughts on these top
stocks in the comments section below and what other stocks are catching your eyes lately.
And If you are new to my channel, please ensure to subscribe and hit the bell so you are notified
when I upload new videos. If you would like to see more videos like this, please check out this
video right here or this playlist right here to watch equally insightful content from the channel.
Thank you so much for being here and I look forward to have you in my next video. Thank you