What’s up everyone, despite all the talk of a recession driving a slowdown in ev demand,
the threat of supply shortages of key battery materials from lithium and cobalt to nickel
and graphite still exist. The global electric car sales for May 2022 – were up 55% YoY, reaching 12%
share. And China sales were up 109% YoY to 31% share; and this in within a period of extensive
lockdown in China. And with oil and gas prices at record highs, the demand for evs is not going to
be cooling down any time soon. Consequently, auto makers are desperate to avoid battery supply chain
disruptions and soaring costs of raw materials and are securing long term deals as a result.
We have also seen the White House recently state that,
as the world transitions to a clean energy economy, global demand for these critical
minerals is set to skyrocket by 400-600 percent over the next several decades,
and, for minerals such as lithium and graphite used in electric vehicle (EV) batteries,
demand will increase by even more—as much as 4,000 percent which is a massive upside opportunity.
So while the bulk of the media attention has been on lithium,
an even bigger shortage which could threaten another key battery material: graphite. And
when you look at the composition of the average lithium ion battery, which you can see here,
you realise that there is more graphite in Li-ion batteries by volume than any other material,
regardless of battery chemistry. Graphite makes up over 95% of the
anode material in a Li ion battery and is one of the most important elements in an EV battery.
So in this video, I provide you with two win win opportunities, as these gems today are not
only graphite gems, but the produce graphite AND lithium. What an opportunity and how cool is that
right. So whichever way the ev supply chain goes, these two appear to be winners in their own right,
so you don’t want to miss out on them, so make sure you stick around to the end so
you don’t miss out on these opportunities of a lifetime, when the assets are very cheap.
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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 Magnis Energy Technologies Ltd (MNSEF & ASX:
MNS) which is currently sitting at 21cents per share with a with a market cap of $209mn.
You can see where Magnis is sitting right now being down 51% ytd and is now sitting at ytd lows.
So clearly not levels seen in a while. And as we always aim to buy low and sell high
there couldn’t be a better time to consider having some of these gems on your watchlist. And when you
look at the gap to their all-time highs, where they are today and the opportunities which lie
ahead then there couldn’t be a better time to keep your eyes on this one. Here’s what’s new.
Magnis Energy Technologies Ltd (ASX: MNS; OTCQX: MNSEF) is a vertically integrated lithium- ion
battery company with strategic investments in several aspects of the electrification supply
chain including manufacturing of green credentialed lithium-ion battery cells,
leading edge lithium-ion battery technology and high-quality, high-performance anode materials.
Their vision is to enable, support and accelerate the green energy transition,
critical for adoption of Electric Mobility and Renewable Energy Storage across the world.
When you look at their global projects, we can see here that current capacity of their
New York Battery Plant for 1.8GWh of production where they also hold an IP exclusivity in the US
with their technology partner, C4V. They also have future expansion plans for a 38GWh capacity.
That’s more than 20X their current capacity. Their C4V partner has Patented Cathode and
Anode Technologies and is supply chain solutions provider for gigafactories around the world.
When you take a step back and look at the US Lithium-ion Battery Market
and see the most prominent gigafactory projects that are either operational, have a pilot line
or are planned in the US, you can’t help but see the scale of the opportunity ahead for this gem
against the prospective demand against a US Battery manufacturing capacity
expected to grow 3-fold to 224GWh by 2025 aided by policies
and Government support. Their iM3NY is one of few Gigafactories in the US
expected to be operational in 2022, with others scheduled for 2023 and 2024
And here’s what’s special about their New York Battery Plans which is that It
holds the exclusive rights in the US to patented technologies from their technology partner C4V
and it is an independent US lithium-ion cell manufacturer
anticipated to produce one of the greenest batteries in the world.
So some very strong claims here but only time will tell if they can be upheld.
Magnis recently provided an update on their New York Lithium-ion Battery Plant stating that
they were very pleased to provide an update on activities from their Imperium3 New York (“iM3NY”)
which operates a Gigawatt scale Lithium-ion battery manufacturing plant in Endicott, New York.
The overall project completion rate is at 78% at the end of May and fully automated production
expected to commence within the next 5 weeks from today and begin
ramping up over the balance of the year. So clearly on schedule there.
Their CEO Chaitanya Sharma commented that “After years of planning they are entering
into an exciting phase with fully automated production expected in the near future.
Whilst experiencing recent supply chain issues and delays in the shipping of equipment, they
are so close to their target set over 12 months ago which is a huge achievement by the team.”
Next up to our number 2 penny stock and banger on the list for your watch list here is Lithium
Energy Ltd (ASX:LEL) which is now sitting at 75cents per share with a market cap of $60m.
We are running the ASX stock price chart here as it is only available there.
And so if you want to bank on Lithium Energy at these price levels, you can only get it
from Interactive Brokers platform from my link below, as you can’t get these on Robinhood or
Webull. You can see here that Lithium Energy has clearly had its moments
reaching highs of $1.71 per share but still sitting down 23% ytd. Plenty
in the tank for Lithium Energy once you get an understanding of what they’re about
but certainly one to have on your watchlist; so here’s what’s new with Lithium Energy.
Lithium Energy is uniquely positioned and ready for the global energy transformation. With its key
battery mineral assets of lithium and graphite, Lithium Energy’s vision is to contribute to the
de-carbonisation of the world as an innovative developer of sustainable energy storage solutions.
They have their flagship lithium project the Solaroz Lithium Brine Project
in the heart of South America’s Lithium Triangle, where they have commenced exploration work. Their
Burke Graphite Project, located in the Cloncurry region in North Central Queensland, contains an
exceptionally high-grade graphite deposit. This presents the opportunity to participate in the
growing demand for graphite and graphene related products that require higher grade materials.
They provided an update on the progress of their exploration programme at the flagship Solaroz
Lithium Brine Project stating that: Government approvals were now received for exploration
and drilling to commence at ALL concessions at Lithium Energy’s Solaroz Lithium Brine Project in
Argentina. With all 8 Solaroz concessions (totalling 12,000 hectares) now approved,
a major exploration programme is underway which will comprise comprehensive geophysical surveys
and a significant drilling programme
William Johnson, Executive Chairman: The receipt of the final set of Government approvals for
exploration at Solaroz is a significant milestone and major value catalyst for Lithium Energy.
In their view, there is no better address in the world
to be exploring for lithium than the prolific lithium triangle, and their ground is directly
adjacent to or principally surrounded by two of the largest lithium discoveries globally
owned by Allkem and Lithium Americas. What a competitive location to have.
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