Originally Posted by
Scrunch
Well BKT is a graphite miner in Tanzania while Syrah has a huge graphite resource but is struggling to mine it profitably. Neither are lithium stocks.
Big producers lithium:
You can't get to 10 hard-rock Spod miners listed on the ASX because there aren't enough different companies. There's PLS, AKE & IGO that are in production. MIN is in production but you also get a lot of Iron ore exposure. WES is in production but with a heap of other exposures including retail (Bunnings).
Advanced development:
This set includes CXO (Oz), LTR (Oz), AVZ (Africa), FFX (Mali), LKE (South America - Brine), PLL (USA, Canada, Africa) and SYA (Canada). Within this set some are under construction, while others are still looking to finalise something before construction starts. Having invested in BKT/SYR you would appear to be comfortable with mining outside tier 1 locations.
Progressed to JORC compliant resource:
ESS put out an investor update that listed the 12 JORC compliant resources in Australia. This includes those listed above, Bald Hill (still in the hands of liquidators), ESS and GL1. GT1 has a small JORC resource that will be upgraded this quarter. RDT has noted an intention to announce a JORC resource later this year.
Then there's dozen's and dozens of mid-size and smaller explorers at various stages, and the Brine operators. One of JBmurc's smaller pick's is LRS (Brazil pre JORC with some good drill results).