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Water Tower Research

Research from Water Tower Research

Water Tower Research is a leading equity research firm that provides research on micro, small and mid cap companies.

Water Tower Research was founded by Wall Street veterans after witnessing a fundamental shift in the investment research industry with the result being a declining knowledge base among investors, a lack of awareness and a shrinking pool of fundamental research being conducted on companies across the small-cap and micro-cap spectrum. The same issues are now increasingly occurring in the mid-cap space. This sea change within the investment community is impacting not only the companies themselves but also current shareholders and potential investors. With significantly less active sell-side sponsorship by Wall Street, a substantial information gap has developed between companies and various constituents in the financial community. The net result is fewer channels for insight and information to flow between companies and investors.

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<ul><li>Lithium price recovery is a matter of when, not if. Lithium prices that peaked in 2022 at ~$80/kg on heavy inventory build, driven by supply chain concerns, and subsequently collapsed to $8-10/kg, due to oversupply and the slower uptake of EVs in the US and Europe, could begin to recover, perhaps as early as next year.</li><li>This takes into account that 40% of the industry is operating at a loss in the current price environment and demand for the metal remains robust, with energy storage markets growing 65% Y/Y and EVs growing 29% Y/Y in 1Q25.</li><li>China’s role in mining and dominance in processing.</li></ul>

Lithium price recovery is a matter of when, not if. Lithium prices that peaked in 2022 at ~$80/kg on heavy inventory build, driven by supply chain concerns, and subsequently collapsed to $8-10/kg, due to oversupply and the slower uptake of EVs in the US and Europe, could begin to recover, perhaps as early as next year.This takes into account that 40% of the industry is operating at a loss in the current price environment and demand for the metal remains robust, with energy storage markets growing 65% Y/Y and EVs growing 29% Y/Y in 1Q25.China’s role in mining and dominance in processing.

Jindalee Lithium Ltd. - Resource of Inherent Strategic Value for US Self-Sufficiency

Australia

Jindalee Lithium Limited provides exploration and mining services. The Company explores and develops lithium and other mineral projects in south-east Oregon, the United States. Jindalee Lithium serves customers worldwide.

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Jindalee Lithium (JLL AU)

Jindalee Lithium Ltd. - Resource of Inherent Strategic Value for US Self-Sufficiency

Lithium prices that peaked in 2022 at ~$80/kg on heavy inventory build, driven by supply chain concerns, and subsequently collapsed to $8-10/kg...

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