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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.

Equity Research Firm

Equity Bottom-Up

<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

Thematic (Sector/Industry)

<ul><li>Jindalee Lithium Limited (JLL-ASX), Critical Metals Corp. (CRML), Tactical Resources Corp. (RARE-TSX), 5E Advanced Materials, Inc. (FEAM), and Atlas Lithium Corporation (ATLX) participated.</li><li>These companies are developing critical elements resources in North America, Europe, South America, and friendly Asian and Pacific Island nations and processing infrastructure needed to secure material independence from China, while trying to minimize the impact on the environment and indigenous communities.</li><li>China’s dominance extends beyond mining to processing technology and expertise. China controls 70% of lithium chemical processing, &gt;90% of rare earth processing, and 85% of boron carbide production. </li></ul>

Jindalee Lithium Limited (JLL-ASX), Critical Metals Corp. (CRML), Tactical Resources Corp. (RARE-TSX), 5E Advanced Materials, Inc. (FEAM), and Atlas Lithium Corporation (ATLX) participated.These companies are developing critical elements resources in North America, Europe, South America, and friendly Asian and Pacific Island nations and processing infrastructure needed to secure material independence from China, while trying to minimize the impact on the environment and indigenous communities.China’s dominance extends beyond mining to processing technology and expertise. China controls 70% of lithium chemical processing, &gt;90% of rare earth processing, and 85% of boron carbide production. 

WTR Symposium Series Podcast Recap Critical Elements Infrastructure Buildout

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...

Water Tower Research

WTR Symposium Series Podcast Recap Critical Elements Infrastructure Buildout

Jindalee Lithium Limited (JLL-ASX), Critical Metals Corp. (CRML), Tactical Resources Corp. (RARE-TSX), 5E Advanced Materials, Inc. (FEAM), and...

Water Tower Research

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