The head of Aheadoftheherd.com isn't looking for huge producers with so much overhead that they can't profitably mine an ounce of gold. Instead, Mills seeks out the smaller mines with low capital costs. That's where the money will be made in the next two years, he says.
Success in critical metals depends on finding the trends - how the metals will be used, where market share is allocated - and on familiarity with the companies you invest in, from who is on the management team to how much cash they have on hand.
The battery materials and technologies analyst with Byron Capital Markets brings us up to date on the factors shaping the evolution of this growing market and several promising companies blazing trails in the lithium industry.
The House Mountain Partners founder Chris makes his case that over the longer term the element will be in such strong demand for the electric vehicle revolution that investors will no longer be able to ignore explorers and emerging producers.
Some pundits are yelling for investors to take profits in junior resource stocks now. But the host of Ahead of the Herd online and editor of Ahead of the Herd newsletter, explains why $1,500 gold means investors should be cashing in, not cashing out.
Although lithium is not in short supply now, electric and hybrid vehicles could soak up new production of the versatile light metal. The economist for Chile-based signumBOX, elaborates on small exploration plays that could move up.