Wednesday, 20 May 2015

Tony Seba: Join The Disruption in Clean Energy And Electric Cars.



  Tony Seba is presenting his case very convincingly: he predicts that conventional cars as we know them will be obsolete by 2030 and Solar Power will charge EVs. Elon Musk is already implementing this disruption on a massive scale and he has quite a few followers all over the world now.
  Elon Musk has twitted that actually the gigantic structure on the video below is just a pilot plant and is 1/4 of the actual size of Gigafactory to be built!


Why Tesla Gigafactory Is Such A Huge Deal - Drone Flyover.


Now you can better appreciate the scale of Tesla Gigafactory and why it is such a huge deal for all lithium industry and electric cars. Elon Musk's bold decision to build this giant facility allows him to move into energy storage and bring us the mass market for electric cars. This is the real tipping point for EVs' roll out all over the world and other Megafactories are already in the making now.


The Lithium-Ion Battery Megafactories Are Coming: Production To More Than Triple by 2020.





  We have the rebirth of the interest to the lithium industry on the investor's radar screens these days. Behind the scenes after the initial hype the best players were growing very fast. Just look at the incredible rise of our strategic partner Ganfeng Lithium! We are very lucky, after years of hard work to secure the financing of our two J/V projects by Ganfeng in Ireland and Argentina. Elon Musk has brought attention back to the lithium technology these days and finally our shares are finding some bids. I am writing and talking a lot about Tesla, EVs, Lithium and our companies. This is where my passion and my money are, do not hesitate to contact us with all your questions. We will never discuss any material information which is not public, but we will help you to navigate in our very young, but growing very fast industry. I will never ask you to buy our shares or give any investment advise, but just share with you my very personal vision on the future. For me it is clear - it will be lithium technology for years to come: the chart above make my point more apparent. Please follow Simon Moores and his new Benchmark Mineral Intelligence for industry insights. You will find other names on the links I am providing.

Tuesday, 19 May 2015

Why Tesla Gigafactory Is Such A Huge Deal - Drone Flyover.



  Now you can better appreciate the scale of Tesla Gigafactory and why it is such a huge deal for all lithium industry and electric cars. Elon Musk's bold decision to build this giant facility allows him to move into energy storage and bring us the mass market for electric cars. This is the real tipping point for EVs' roll out all over the world and other Megafactories are already in the making now.


The Lithium-Ion Battery Megafactories Are Coming: Production To More Than Triple by 2020.

 



  We have the rebirth of the interest to the lithium industry on the investor's radar screens these days. Behind the scenes after the initial hype the best players were growing very fast. Just look at the incredible rise of our strategic partner Ganfeng Lithium! We are very lucky, after years of hard work to secure the financing of our two J/V projects by Ganfeng in Ireland and Argentina. Elon Musk has brought attention back to the lithium technology these days and finally our shares are finding some bids. I am writing and talking a lot about Tesla, EVs, Lithium and our companies. This is where my passion and my money are, do not hesitate to contact us with all your questions. We will never discuss any material information which is not public, but we will help you to navigate in our very young, but growing very fast industry. I will never ask you to buy our shares or give any investment advise, but just share with you my very personal vision on the future. For me it is clear - it will be lithium technology for years to come: the chart above make my point more apparent. Please follow Simon Moores and his new Benchmark Mineral Intelligence for industry insights. You will find other names on the links I am providing.
  What makes International Lithium different from other junior miners - access to the capital. Our very deep technical team headed by Gary Schellenberg has identified our projects at the very beginning of the lithium interest in 2008. It took us few long years to bring Ganfeng Lithium to the table. Now this giant from China is financing our J/V projects after studying for years other lithium projects all over the world. Based on the previous results we are drilling now both J/V projects with more information to come in the coming weeks. China controls now 75% of battery grade lithium hydroxide and Ganfeng Lithium is one of the major players in this market. International Lithium is building the supply chain for this vertically integrated lithium business in China. Stay turned and I welcome all our new shareholders to the very exciting new industrial rEVolution we are building our business to be the part of.




Video - Elon Musk Presentation Of Tesla Lithium Energy Storage: PowerWall and PowerPack With "Infinite Scalability".



Saturday, 16 May 2015

TNR Gold And Los Azules Copper: McEwen Mining - Back To The Basics.

  


  There is very little coverage on Los Azules copper project despite of being "One of the largest undeveloped copper deposits in the world" - according to McEwen Mining. I am very pleased to find out this publication about McEwen Mining, Argentina and magnitude of Los Azules copper project.
  Please read carefully my legal disclosure. All this material is provided for information only, I was not able to verify any technical information in this article, it should not be relied upon in any investment decisions.
  TNR Gold holds now 0.4% NSR on the whole Los Azules copper deposit, 1% bonus on the sale of Los Azules and McEwen Mining shares. You can find all our financial information in the official reporting on SEDAR.


  "Copper and Lithium become the strategic metals for the ongoing green revolution. Solar and Wind Energy and Electric Cars will drive the new demand for these metals. Solar Energy is growing very fast all over the world now. Energy Storage will be the next step to ignite this growth. This is the new focus of Elon Musk and his Gigafactory. He will introduce the home storage system based on the lithium batteries in the next few months. Copper will have its special place in this mass scale roll out of distributed energy generation systems with Wind and Solar Power. Integral part of this system - Energy Storage is getting popular now with Elon Musk Gigafactory and Warren Buffet with BYD making the headlines. These Trillion Dollar industries: Electric Cars and Energy Storage will drive the demand for Copper and Lithium in the future. Read more."




Gold Investment Letter:

McEwen Mining Back To The Basics.

Ahhh it seems like just yesterday when back in 2003 I bought my first gold coin and became a gold bull after never previously following precious metals. Then, I believe sometime that same year or in 2004 I started buying mining stocks. The first was Newmont Mining but then I began scouting the “juniors” for leverage in the new bull cycle. Now that we’re over 4 years into the gold, silver, and mining stock bear market correction, I both ponder the best approach to profit in the recovery and marvel at the bargains of companies I owned almost a decade ago. When an entire sector like the junior mining industry is washed out, and investors throw the baby out with the bath water, there are very attractive investment opportunities for long term investors.
One of the first juniors I began tracking back in the day was a company called U.S. Gold, now McEwen Mining (NYSE: MUX/TSE: MUX). When CEO Rob McEwen bought 3 Nevada focused juniors (one with exposure in Mexico) and rolled them into U.S. Gold, the stock went bananas running from about 35 cents in late 2005 to $10 by early 2006. The excitement was palpable as investors rushed to get into McEwen’s next deal. Rob is a Canadian Billionaire and in my opinion the most credible and capable operator in the small to mid-tier gold exploration and production industry. He may even be the best in the entire industry. But lucky for us he’s building another company (with his name on the door) from the ground up into a multi-billion dollar enterprise that is part of the S&P 500 (Rob has been vocal about this goal).
McEwen founded and is the former Chairman and CEO of Goldcorp. He formed the company in 1990 and grew it from a $50 million market cap company to a $20 Billion dollar behemoth. Despite the infamously terrible market for mining stocks and gold for most of the 1990’s, Goldcorp’s share price grew at a 31% compound annual growth rate during Rob’s tenure (he made many loyal shareholders rich). Goldcorp is still the 4th largest gold producer in the world today only behind Barrick, Newmont, and Agnico Eagle. I have followed the US Gold/McEwen Mining story fairly closely over the past 8-9 years and just this week began buying back a position. I will walk though why I plan on owning MUX as one of my core junior gold holdings for the duration of the next gold bull cycle. Even though, it would make perfect sense to buy some shares just based on Rob’s previous track record with Goldcorp, but it gets better.

As you can see in the monthly chart above that spans a decade, McEwen Mining is trading near 10 year low prices, despite having made significant progress since the last time it traded near a buck. I remember vividly begging clients to send in some cash to add more UXG (US Gold) the day it flushed to 38 cents in late 2008. The global financial meltdown was in frightening full swing and I remember the 38 cent low price because I actually bottom ticked the stock and got filled for 1500 shares at 38 cents! Even though it was less than $600 worth of shares, that same stock if held just 2.5 years would be worth $15,000. Such is the junior mining sector! It’s important to take a step back and take the long view because just as night follows day, I bet MUX hits at least $10 again in the next gold bull cycle.
One immensely unique fact regarding McEwen Mining is that the CEO owns 25% of the company AND it was purchased with out of pocket cash to the tune of $125,000,000 ($125 Million). In addition, it is very much worth noting, that his cost average for that 25%, is nearly $2 per share. So, we the people have a chance today to buy at a nearly 50% discount to the CEO who has been working and building this company every day for the last 10 years. Rob also takes no salary, gets no bonuses, and has no golden executive parachute in case of a change of control. Do you know how rare an arrangement like this is? If you know of any others even in the same ballpark please do let me know but I have not seen it in the mining sector where management teams are notorious for running “lifestyle companies” with no skin in the game themselves.
Now to the business. What brought my attention back to this stock recently was when I observed the share price was barely affected when the company announced over $7 million worth of gold concentrate was stolen from their El Gallo mine in Mexico in April. That’s a material amount of money yet the share price only dipped briefly then recovered quickly, which is a sign that the end of the bear market in this stock may be near. When bad news no longer has a negative impact on the share price, it is bullish. MUX has two primary producing gold mines, one called El Gallo in Mexico and one in Argentina called San Jose. To get a feel for their revenue/production profile I would encourage you to read the quarterly results from May 11th:
In summary, MUX is a cash flow positive company that posted earnings of $17 million for the quarter with over $5 million in positive cash flow. They are projecting 138,000 gold equivalent ounces produced in 2015 despite the $7MM theft (96,000 ounces of gold and the remainder in silver-3MM ounces). MUX has over $17 million in cash and unlike the vast majority of firms that transition from explorers to producers, has zero debt. They have a 3rd and 4th mine in the permitting and ready for build phases in El Gallo 2 and Gold Bar in Nevada. Cash and all-in-sustaining-costs (AISC) continue to improve at El Gallo 1 and this is a highly leveraged business to gold/silver prices. Much of these key points and projections are outlined in the new company presentation which I encourage you also to look through:
Production will continue to grow each year and due to the quality of the operator, costs should continue to be optimized, enhancing profitability. However, there is a potential lynchpin here that the market is not valuing whatsoever and we can buy it for free. That’s a 20 Billion pound high grade copper deposit that the company owns in Argentina called Los Azules. This is a very valuable asset. Many of you know my bullish perspective on Argentina and based on a recent investor presentation hosted by BMO, Rob McEwen seems to agree that the prospects are going to improve. The audio, also worthwhile and less than 30 minutes is available here:
What I can pretty much say with 100% confidence is that once the current “regime” in Argentina is removed at the end of the year, the business outlook and environment will begin to improve for years to come. Once this becomes reality, money will flow back into Argentina, which is the 3rd largest economy in Latin America behind Mexico and Brazil at a $600 Billion GDP. The country has a Trillion dollars of oil in the ground and other valuable commodities that have not been developed properly because of a hostile business environment overhang these past 8 years. This is all about to change in 7 short months and folks are already beginning to kick the tires there, even at Los Azules recently, according to Rob.
This is very important because MUX is going to sell this massive copper deposit, one of the largest and highest grades in the world. They are a focused gold/silver company, which I like. The Argentina assets have discounted MUX in the market but that is likely about to change to some degree. Even so, at a $300 Million enterprise value currently, we could see Los Azules easily sold for nearly that amount in the next 6-18 months. If/when that occurs, and we buy shares near $1 now, we own El Gallo 1 and 2, Gold Bar, the San Jose mine, and other exploration properties for free. If Los Azules only commands $200 Million (just one penny per pound of copper), then we paid $100 million for all of these assets which, in a bull market, will be valued over a billion dollars easily.
Mcewen Mining is a liquid stock trading millions of dollars per day, listed on the NYSE and Toronto Stock Exchange, and widely institutionally held. For gold to move back to its 2011 high prices, it would increase 59%. For Royal Gold (RGLD) the royalty company to do so it would only be a 56% gain. For GDX (ETF) 254% but for MUX it would increase over 715%. MUX is highly levered to the price of gold and has one of the highest betas amongst junior mining stocks. And, if MUX went to almost $10 in 2011 before the company was even in production, where will it go now with $2,000 gold? Even at $1200 gold it is very assuring that this company is nicely profitable, well managed, and has quite strong financial backing.
In summary, own McEwen Mining as a best of breed junior miner in your portfolio. Under $1.25 the stock is very cheap fundamentally and historically. Begin accumulating now at $1.10 and on any weakness for what should be extraordinary returns in a better environment for gold miners and in Argentina where the company owns significant assets.
I am initiating a Strong Buy recommendation on Mcewen Mining (MUX) at $1.10 per share with a 12-24 month price target of $3 US. Gold Investment Letter."

Lithium Technology: Tesla's Powerwall Could Actually Change the World.




The Lithium-Ion Battery Megafactories Are Coming: Production To More Than Triple by 2020.




  We have the rebirth of the interest to the lithium industry on the investor's radar screens these days. Behind the scenes after the initial hype the best players were growing very fast. Just look at the incredible rise of our strategic partner Ganfeng Lithium! We are very lucky, after years of hard work to secure the financing of our two J/V projects by Ganfeng in Ireland and Argentina. Elon Musk has brought attention back to the lithium technology these days and finally our shares are finding some bids. I am writing and talking a lot about Tesla, EVs, Lithium and our companies. This is where my passion and my money are, do not hesitate to contact us with all your questions. We will never discuss any material information which is not public, but we will help you to navigate in our very young, but growing very fast industry. I will never ask you to buy our shares or give any investment advise, but just share with you my very personal vision on the future. For me it is clear - it will be lithium technology for years to come: the chart above make my point more apparent. Please follow Simon Moores and his new Benchmark Mineral Intelligence for industry insights. You will find other names on the links I am providing.
  What makes International Lithium different from other junior miners - access to the capital. Our very deep technical team headed by Gary Schellenberg has identified our projects at the very beginning of the lithium interest in 2008. It took us few long years to bring Ganfeng Lithium to the table. Now this giant from China is financing our J/V projects after studying for years other lithium projects all over the world. Based on the previous results we are drilling now both J/V projects with more information to come in the coming weeks. China controls now 75% of battery grade lithium hydroxide and Ganfeng Lithium is one of the major players in this market. International Lithium is building the supply chain for this vertically integrated lithium business in China. Stay turned and I welcome all our new shareholders to the very exciting new industrial rEVolution we are building our business to be the part of.




Video - Elon Musk Presentation Of Tesla Lithium Energy Storage: PowerWall and PowerPack With "Infinite Scalability".



Gary Wagner: Can Gold Break Its Range?



"As gold prices build on Wednesday’s sharp rise, Gary Wagner checks in on this edition of Chart This! to see if there’s any substance for a sustained gold price rally. Without question, Wagner believes that gold must close above $1,200 Friday for there to be any hope of a sustained rally. He adds that while gold price fluctuations are linked to U.S. economic data performance, he adds that there is also a currency-based aspect involved. “[W]e pair gold against currencies and we’ve seen that the tremendous rise in the dollar put so much pressure on gold – now we’re seeing the dollar falling,” he says. “I think the big story here right now is the euro/dollar because [it's] been so excessively strong. We need to see if it can keep that.” Tune in now to see what the charts are telling Gary this week. Kitco News. May 14, 2015."


US Dollar Slides To 95.00 - Confirms Double Top Reversal. Can Somebody Invite Gold To FED's Party?

  


  After disastrous GDP number of 0.2% growth with deflator at - 0.1% US Dollar has finally given up and slides to 95.00 level. 96.24 was crossed yesterday and now we have the confirmation of the US Dollar Double Top Reversal. Gold is still sleeping and cannot believe its luck, somebody has to make a call … Gold could be manipulated all day long, but US Dollar will be very difficult to put back on the parabolic move. Now it is apparent that economy in US is nowhere near to the robust growth after unprecedented historical monetary expansion. What will be coming next? Nobody knows, but short squeeze in Gold and Silver will be very nice to have for a change. Party starts after $1,225, but the real fireworks will come after $1,316.


Huge Miss On The Jobs Report And Gold - The Parabolic Move In US Dollar Is Over.






  After today's huge miss on The Jobs Report the parabolic move in US Dollar is officially over. With crashing dollar commodities should finally find the bottom. Gold is already printing very strong Double Bottom Reversal, confirming what we had discussed before. Move above $1,310 will bring all the fun back now. Good Friday to everybody who is not short Gold or Euro … Monday will be interesting with Record Short position in Gold.




Gold: Is US Dollar Parabolic Move Over?




  "This is what is called the parabolic move in US Dollar. It has "coincided" with the collapse in Oil and other commodities. You can appreciate the magnitude of this move and the total devastation is has caused in the commodity markets. Is it over now? Everybody is still bullish on dollar, but FED has already scaled back expectations on the rate hike. Immediately we had the dollar flash crash, which is better seen on the daily chart below. Strong dollar is not very good for the recovering US economy, actually FED is in the corner of 18 Trillion debt, All-Time-High markets and the brave idea to hike the rates. Half of the traders maybe have never even seen rising rates in their lives before. What will happen with the market on fire once the oxygen will be going out? I would say that this "removal of patient does not mean that we are impatient" will lead to the very gradual couple of hikes the most. Once the market realise it, this parabolic move will end in the crash. The higher it goes the harder it will go down. When will it happen? I guess that nobody knows, but at least we have the hesitation now, which could be enough for the margin calls on this the most crowded trade after another 5% move down. Read more."


TNR Gold: Shotgun Gold Project Development in Alaska.


 "Nova Gold has published its new presentation for PDAC 2015. Now you can find more information about Alaska as mining jurisdiction and Donlin Gold type of Gold deposit. TNR Gold owns 100% of Shotgun Gold project in Alaska, which has very similar geology to Donlin Gold, according to Greg Johnson - one of the founders of Nova Gold. Read more."


Friday, 15 May 2015

BI: Here Is The Proof That Apple Is Secretly Developing A Car Battery.




  We can see from the pre-orders of Tesla's Powerwall the brand power of Elon Musk. Can you imaging Apple brand endorsing electric iCar? As we have discussed before, Apple has all means to produce an electric iCar and is working on it. This week former designer of Apple Watch has confirmed it again.


Elon Musk Is Ecstatic About Powerwall Demand - Tesla Q1 2015 Earnings Call.


"What makes International Lithium different from other junior miners - access to the capital. Our very deep technical team headed by Gary Schellenberg has identified our projects at the very beginning of the lithium interest in 2008. It took us few long years to bring Ganfeng Lithium to the table. Now this giant from China is financing our J/V projects after studying for years other lithium projects all over the world. Based on the previous results we are drilling now both J/V projects with more information to come in the coming weeks. China controls now 75% of battery grade lithium hydroxide and Ganfeng Lithium is one of the major players in this market. International Lithium is building the supply chain for this vertically integrated lithium business in China. Stay turned and I welcome all our new shareholders to the very exciting new industrial rEVolution we are building our business to be the part of."

Nerdist news: The Apple Electric iCar - What You Should Know.


"WAS THAT A GOOD WAY TO AVOID THE QUESTION?" - Apple's Shareholders Really Want Tim Cook To Buy Tesla.


  "Apple iCar rumour mill continues with Tim Cook avoiding the questions about Apple iCar and Tesla, but he has not denied it outright! Few reported patent claims are supporting the development of Apple  Electric iCar now, including the wireless charging.
  This is the tectonic shift for our industry, Tesla motors has started the real electric rEvolution and has demonstrated the potential of Lithium empowered technology. Apple can change the auto-industry overnight with its confirmation of Electric iCar. Tim Cook has everything he needs to bring iCar on-line very fast: 
- Opened Tesla Motors patents,
- Apple brand power and loyalty from its customers,
Foxconn - the maker of iPhones and iPads - investing hundreds of million dollars in China to produce $15k electric car,
- Number of patents supporting the Apple Electric iCar development,
- Team of engineers working on the "Titan project" with specialist from Tesla and A123 among them.
- Pile of cash which can buy Tesla Motors "few times over". 
  You can find The Verge article below and my earlier entries covering this exiting subject. Our International Lithium teams are on the ground in Ireland now on Avalonia Lithium project preparing new sites for drilling. In Argentina, at Mariana Lithium project we are building the mining camp to conduct the pumping test and collect the bulk lithium brine sample for testing at the research facilities of our strategic partner Ganfeng Lithium in China. Read more."


Business Insider:

Here is the proof that Apple is secretly developing a car battery 

For several months now, rumours of increasing credibility have circulated that Apple is secretly working on an electric car project.
This week, the Cupertino company reportedly will settle a lawsuit brought against it by A123 Systems — a large-battery company that alleges Apple deliberately poached its employees to develop its own car battery technology.
Final details of the settlement are yet to be established. But court documents filed in March, when combined with other news that has recently come to light, provide us with a compelling case that Apple is developing its own battery technology — likely in order to build a car.
Most obviously, one of the employees Apple is accused of wrongly employing is Mujeeb Ijaz. He was the CTO of A123, where he was making $294,000 per month, and had specific responsibility for producing batteries for Formula 1 racing cars "with unparallelled power density." He previously worked for 16 years at Ford, according to his LinkedIn profile: 
Mujeeb Ijaz is the CTO of A123 Systems, LLC called where he leads a P&L business unit called A123 Venture Technologies. AVT is comprised of Core Materials Research and New Product Development for the company's leading Lithium Ion Energy Storage technology. The business unit will service internal and external customers with energy storage solutions, engineering services, and advanced Motor Sports Lithium Ion technology for Formula 1 Racing ERS with unparallelled power density.
Mr. Ijaz founded the Automotive Solutions Group in 2008 after spending 16 years at Ford Motor Company working on Battery and Hydrogen Fuel Cell Electric Vehicle technology.
In a court filing, A123's lawyers allege:
Upon information and belief, Apple is currently developing a large scale battery division to compete in the very same field as A123. In connection with that development, beginning in or around June of 2014, defendant Apple embarked on an aggressive campaign to poach employees of A123 and to otherwise raid A123's business...
...all of the Individual Defendants [allegedly poached by Apple from A123] are working in a field of battery science, technology, and/or products that is substantially similar if not identical to the field they worked on in at A123. 
A123 also alleges that Apple has poached employees with battery skills from Toshiba, LG, Samsung, and Panasonic. In short:
  • Apple allegedly hired employees of a battery company for their expertise in battery technology.
  • These employees are allegedly working in similar "if not identical" fields at Apple.
  • One of these employees allegedly solicited SiNode Systems, another battery company that previously worked with A123, to work with Apple.
The document indicates that Apple is interested in developing some kind of battery technology. It does not specifically say a battery for a car. But it does revolve around a guy who has spent nearly two decades in the electric car battery business. Some naysayers have argued that Apple isn't interested in building a car, just in providing software for them — but the Cupertino recruitment of people with expertise in hardware like batteries suggests otherwise.
Another piece of evidence that Apple is working on a car emerged earlier this week. The company is significantly increasing its presence in Cork, Ireland, where it is planning a massive new factory complex. And a job listing for a managerial role at Apple's Cork office requires experience in the "automotive" industry.
The CEO of Fiat-Chrysler also recently said that Apple CEO Tim Cook is "interested in an intervention in the car," following a meeting. (It's significant in itself that the CEO met with Cook, as the other two tech companies he met were Tesla and Google, which are both openly highly interested in the automotive industry.)
Beyond this, there has been a wealth of rumours, leaks, and allegations about Apple's automotive industry this year.

Here are the key details:



Thursday, 14 May 2015

Lithium Catalyst: Can Tesla's Battery Hit $1 Billion Faster Than the iPhone?

  


  Elon Musk provides huge catalyst to all our Lithium industry. Some people are talking that this "Billion Dollar" publicity along can spur the new growth. The most important thing is that all this hype is supported by solid numbers in reservations and further investments in lithium technology all over the world now. Bloomberg reports on the incredible numbers behind the launch of Tesla Energy Powerwall. 
  International Lithium news about development with Ganfeng Lithium is travelling faster now and we had over 52k visits to our corporate presentation only on slideshare! For all interested I provide some links to start your education about the Energy Metals.


The Lithium-Ion Battery Megafactories Are Coming: Production To More Than Triple by 2020.




  We have the rebirth of the interest to the lithium industry on the investor's radar screens these days. Behind the scenes after the initial hype the best players were growing very fast. Just look at the incredible rise of our strategic partner Ganfeng Lithium! We are very lucky, after years of hard work to secure the financing of our two J/V projects by Ganfeng in Ireland and Argentina. Elon Musk has brought attention back to the lithium technology these days and finally our shares are finding some bids. I am writing and talking a lot about Tesla, EVs, Lithium and our companies. This is where my passion and my money are, do not hesitate to contact us with all your questions. We will never discuss any material information which is not public, but we will help you to navigate in our very young, but growing very fast industry. I will never ask you to buy our shares or give any investment advise, but just share with you my very personal vision on the future. For me it is clear - it will be lithium technology for years to come: the chart above make my point more apparent. Please follow Simon Moores and his new Benchmark Mineral Intelligence for industry insights. You will find other names on the links I am providing.
  What makes International Lithium different from other junior miners - access to the capital. Our very deep technical team headed by Gary Schellenberg has identified our projects at the very beginning of the lithium interest in 2008. It took us few long years to bring Ganfeng Lithium to the table. Now this giant from China is financing our J/V projects after studying for years other lithium projects all over the world. Based on the previous results we are drilling now both J/V projects with more information to come in the coming weeks. China controls now 75% of battery grade lithium hydroxide and Ganfeng Lithium is one of the major players in this market. International Lithium is building the supply chain for this vertically integrated lithium business in China. Stay turned and I welcome all our new shareholders to the very exciting new industrial rEVolution we are building our business to be the part of.




Video - Elon Musk Presentation Of Tesla Lithium Energy Storage: PowerWall and PowerPack With "Infinite Scalability".





Bloomberg:


 Can Tesla's Battery Hit $1 Billion Faster Than the iPhone?

The chart below compares the estimated value of Tesla battery reservations—these are not ironclad commitments to buy—with the early sales of three breakthrough products: the original iPhone, released in 2007; Viagra's debut in 1998; and the introduction of the Tesla Model S battery-powered car in 2012. The iPhone surpassed $1 billion in sales by its third quarter on the market, while Viagra and the Model S needed a bit longer. 
The new line of storage batteries is designed to extend solar power into the night and save companies money on its electric bills during expensive peak hours. Any comparison of batteries to smartphones and erection pills is, of course, a stretch. Most of Tesla’s battery revenue will come from utilities, not the consumers who snapped up iPhones and Viagra. The price of the new batteries is also much higher. Tesla’s Powerwall units designed for home users cost $3,000 to $3,500 per unit, not including installation, while the commercial batteries are sold in roughly $25,000 incremental blocks.
Earnings begin with the first quarter (Q1) of reported revenue for each product. The early figures for the Model S may include some revenue from the previous Roadster model.
Tesla hasn’t even defined what qualifies as a "reservation" at this point. Of the $800 million in reservations from the first week, almost $625 million came from businesses and utilities that would seem likely to complete the transaction. The remaining reservations from home users are little more than expressions of interest made through a no-strings online reservation system.

Manufacturing giant batteries will also be much more difficult to scale than Pfizer’s little blue pill, which was filling 46,000 prescriptions a day by the end of its first month on the market. Tesla won't begin shipping batteries until this summer, and it’s already sold out through mid-2016. Read more on Bloomberg."