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Fellow mining bag holders. I think 2024 will be our year. From lithium to cobalt and uranium, the renewable energy revolution adoption will bode well for mining stocks.
I’m particularly bullish on mining stocks operating within US / CA / AU realm - with international relations turmoil at an all time high, it’s time to bet big on domestic and near shore drill and mining companies. We’ll probably see a handful of unicorns pop up this year alone as a result of the continuous consolidation by bigger industry players.
Mining stocks that I’m bullish on:
Lift Power - (TSXV: $LIFT.V | OTCQX: $LIFFF)
- One of the largest lithium drill projects in North America, potentially boasting ~60 million tonnes (roughly 1-1.4 million in lithium carbonate equivalent). With lithium projects of this caliber the alpha is in getting exposure before institutional capital jumps in or an acquisition for a nice multiple takes place (which could likely happen sometime within the next 6 to 18 months looking at industry trends).
Cameco Corp - $CCO
- World's largest publicly traded uranium company based in Canada. If Uranium unties itself from regulatory bottlenecks and gets unanimous policy support $cco will be riding on top of the whole uranium industry.
What mining stocks are you bullish on? Serious plays only, Cheers.
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