Here's Your FREE Preview of Our Next 10X Winning EV Battery Play!
Dear Subscriber,
We recently released to our paid Tranformity Investor PRO subscribers (our flagship newsletter which closed 2020 with a 420% return--can't say it if it is not true) on new research we conducted that revealed a fantastic opportunity to buy a junior North American graphite mining and processing company .22 cents or better with a $2.25 target price in late 2023.
I wanted to make sure our free WaveWire subscribers got a shot at this play. Understand this is NOT a trade--this is a "buy and hold for a few years stock and forget about it" stock with 10X+ upside.
WHY do we recommend so many EV Battery stocks?
Because our last three Battery Electic Vehicles (BEV) and battery storage plays in the last few months were 10X grand slam 10-bagger winners for our subscribers... where just $10,000 became over $100,000+ in a few months or just a few days! :
Exhibit A: Graphite-is-the-New Lithium Play #1: In early October 2020, our research team found out that battery graphite miner Nouveau Monde's world-class battery graphite mine was about to get its final mining permit.
The result? $10,000 in NOU in early October was $109,000 in 4 months--just LOOK at this chart--sure beats working!
Then in our SuperSPAC Pro trader service, we advised our subscribers on a Star Peak Energy Transition (STPKW) warrants trade which merged with STEM, a breakthrough energy battery storage play on Dec 3.
Then a few days later BOOM...while the stock doubled the warrants exploded over 1100% by year-end and our subscribers had yet another 10-bagger or $10,000 into $110,000 in a few weeks!!
Then BEV enabling technology play Luminar Technologies gave us this amazing option trade on Dec 18:
Luminar Technologies Inc (GMHI)
| 12/1/2021 | 12/18/2020 | Growth |
|---|---|---|
| $1.40 | $17.50 | 1150.00% |
$82,142.86 profit in 18 DAYS on $10k
So let me ask you this question: Could your portfolio use a 1000%+ winner about right now?
Presenting our NEXT 10X Graphite is the New Lithium Winner . . .
Quebec-based Lomiko Metals, Inc. ticker LMRMF.
We have spent many months in a deep dive researching and building our Battery Electric Vehicle Transformation portfolio.
We present this idea to you free of charge in hopes you will see firsthand why Transformity Investor PRO is the #1 performing investment newsletter service in the world ( based on our 73% average annual return since 2013 and 420% return in 2020 based on the Mark Hulbert newsletter ratings).
Or if trading SPACS is more your thing, you should consider a one-year subscription to our SuperSPAC Pro Trader service where the average profit per $1,000 trade since launch Dec 1, 2020, is 183%.
Action to Take: BUY LMRMF at .22 or better
Target Late 2022-2023: $2.25 with mining permit and mining operations commencement early 2023 (or earlier with buyout)
The Short Version of the EV Grade Graphite Demand Explosion In the Race to BEV Mobility Dominance
You can get the entire research as a Transformity Research subscriber--we have a six-month trial special offer at just $49.95 if you want the whole story on Lomiko and out other BEV stocks.
But the short story here is this week ALL the stars have aligned to tell us the rate of the $5 trillion global transformation to electric battery-powered vehicles ("EV Mobility" for short) has just hit WARP SPEED.
In addition to the Biden Administration's upcoming $4 trillion green energy infrastructure spending and development plan to get the United States off carbon-based energy by 2045 (the first leg of which is a $400 billion EV infrastructure bill for charging stations starting this year), Europe and China committed this week to an even faster decarbonized "mobility" system by 2035 and 2040.
Then the big news for BEV supply chain investors. The provinces of Quebec and Ontario announced yesterday they have committed an initial $130+ million to make Quebec and Northern Ontario (a big auto manufacturing and assembly hub) a BEV Development Zone. Quebec has the lithium, nickel, and most important high-grade graphite resources and Ontario has the BEV assembly manufacturing resources. The investment will take the form of a loan to Lion Electric, a Saint-Jérôme-based company that makes electric trucks and school buses. Roughly $30 million will be forgivable if the company meets certain conditions, including keeping jobs in Quebec. Lion Electric plans to use the funding to build a new $185-million BEV factory in Saint-Jérôme, north of Montreal, where it will assemble battery packs for its vehicles. That would allow it to cut unit costs and potentially capitalize on the growing market for greener transportation options. "When we talk about an economic recovery that's good for workers, for families, and for the environment, this is exactly the kind of project we mean," Premier Trudeau said at a news conference in Montreal.
KEY POINT: Where do the graphite and lithium and nickel come from to make millions of EV battery packs in Quebec?
From Quebec of course!
Key Point: The project also aligns with the Quebec government's plan to create a world-class supply chain within Quebec of EV raw materials that are able to feed their burgeoning electric vehicle industry. At Monday's announcement, Economy Minister Pierre Fitzgibbon spoke at length about the province's deep deposits of lithium, nickel, and graphite — key components in electric vehicle batteries — as well as its supply of low-emission hydro-electricity.
"If we play our cards right, we could become world leaders in this market of the future," Fitzgibbon said.
Then the VW Shock and Awe BEV Domination Plans Were Announced This Week!
The ginormous $40 billion VW "Shock and Awe" BEV ("Battery Electric Vehicle) Plan 2025 plan was announced over the last 2 days. VW and its worldwide ICE ("internal combustion engine") vehicle empire are now ALL IN on its BEV future with 70 BEV MODELS on tap for introduction over the next 48 months--Elon who?
VW just placed a $14 BILLION order for lithium-ion ("LI") batteries and with LI battery partner Northvolt so they are building 6 "gigafactories" (gig is one billion) in Europe that can all produce one billion gigawatts of EV power per plant per YEAR!
So what the heck does all the above have to do with high-grade graphite mining and processing?
Answer: NONE OF THE ABOVE happens without 10X more MASSIVE amounts of high-grade EV quality graphite used to build the EV battery ANODES.
Most human beings have no idea how an EV battery works (or any battery for that matter). But the name "lithium-ion" makes people assume an EV lithium-ion battery is mostly lithium--eh--it is not. There is (on average) 15,000% or 15X more GRAPHITE in a LI-ion battery than lithium. There is 10x more nickel in an EV battery--that is why Elon Musk famously says:
"We should call our batteries nickel graphite batteries since that is actually what they are made of!"
All the above is how we get to our table-pounding buy:
Lomiko Metals LMRMF with a .22 cent buy under
and $2.25 target in late 2022-2023.
LMRMF is a Quebec-based flake graphite miner that is simply in the right place, right time, right flake graphite space that by definition all the analysts in the space forecast demand from lithium-ion BEV's grows 500-700% from today to five years from now
Key Investment Point: The way to make the most $$$ in the flake graphite miners ( or any EV related metal or mineral in fact) is to buy the "junior" player before their resource numbers (size of deposits and life span of deposits) are validated by a "PEA" or Preliminary Economic Assessment.
It's the PEA from an independent licensed resource economics professional team that states the economics of a specific mineral or metal play. I have seen the resource work so far for just two of 12 graphite rich regions in the Lomiko graphite mine (LMRMF CEO long time friend) and lets' just say that given the projections by ALL the BEV companies and analysts that the demand for natural graphite (versus synthetic graphite that comes from coal or coke--NOT GREEN!), we expect a 75-125% increase in the resource estimate for just the 2 initial plays--there are 10 more of similar size left to mine!
The Other Key Point: We have a very valid and recent Valuation Comp for Lomiko--it's Nouveau Monde's (NMGRF) graphite project nearby in Quebec. They are in the same geological region, have the same quality flake graphite reserves as Lomiko which is 200km southwest of Nouveau Monde's Matawinie mines.
But Wait--There's More! Here is the Secret Sauce for Lomiko That is So Killer!
The big dog in the flake graphite space in Quebec WAS a $4 billion market cap carbon and graphite miner multinational Imersys. The secret sauce for Lomiko is that the Imersys graphite mine is just 53km from Lomiko's graphite and IMERSYS's mine is going to CLOSE in 2022--they have mined out ALL THEIR flake graphite reserves!!!
Lomiko CEO Paul Gill tells TR that "Our flake graphite is the virtually identical grade to the Imersys graphite. That means we can sell OUR graphite to Imersys to upgrade and process (called an "offtake" agreement) and the BEV end users will be happy since the graphite is virtually identical grade." In addition, the miners and processors currently at the Imersys mine will be available for hire at the Lomiko graphite mine--we get an instant highly skilled and 20-year experienced workforce!
What Mr. Gill did NOT say is what I think is obvious: WHEN Lomiko gets its mining permit ala Noveau Monde, $4 billion market cap Imersys in my opinion would be CRAZY not to BUY Lomiko outright and test the 10 remaining OTHER graphite reserves on the Lomiko property and BUY LOMIKO outright
OK Here is the Timeline to a $2.50 LNRMF Stock Price--10X Higher Annual Demand for Flake Graphite in 2030
The fair present value today of LMRMF proven and unproven flake graphite reserves are .35 per share today.
Next, the LMRMF PEA report out is out in September...and based on the 2016 resource estimate, Lomiko is a .75-.85 stock by year-end with a proven 25 year+ mining operation or a $4X-5X winner but not done yet.
NOW--based on the new consensus of 40 million BEVs by 2030, since it takes 50 kilograms of flake graphite required PER VEHICLE for their battery packs, the leading graphite demand analysts Benchmark Intelligence estimates that the demand for NATURAL graphite (i.e, green not carbon synthetic) for
EV batteries will increase to 2.6 MILLION TONS per year over the next decade.
Today graphite demand for BEV batteries is only 0.2 tons today.
The BIG Question: Where is ALL THAT 10X MORE battery graphite going to come from????
As mentioned above, the analog for the price increase/value increase of Lomiko Metals in Quebec is Noveau Monde's property that just received a mining permit. NOU market cap today is $590M... LMRMF is $25M.
As I always say, "do the math!"
Advice: Don't wait too long to build an LMRMF position--YOU are not the only one getting our proprietary research at no charge OK?
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You can check out our amazing track record here:
https://transformityresearch.com/2020-portfolio-returns
This is Tobin Smith Editor-in-Chief of Transformity Investor PRO saying"snooze you lose" on Lomiko Metals, Inc.
Have a great week!