Wednesday, June 17, 2009

Lithium and batteries: Bull is charging on. TNR.v, SQM, ROC, GOOG, AAPL, RIMM, CDNX, FXI, F, DAI, NSANY, BYD, TTM, HUI, XAU, AVL.to, WLC.v, RM.v,

Can US Corp. allow to miss out on our Next Big Thing? Will it change its oil dependency to batteries and Lithium dependency? We position our investments for the Bull run to insure supply.


Money is coming into the sector. Investors are constantly searching for the new Bull. First they will go into battery makers and then into Lithium production itself. Our Juniors represent the most risky and leveraged plays in this Bull, but according to Junior Mining Economics they will be the source of new resources and preys in M&A games when serious money will be buying them to buy time rushing into the Next Big Thing.








"Sanyo's shares jumped 14.3 percent to 279 yen, outpacing a 1.7 percent gain in the electrical machinery subindex .IELEC.T. Sanyo was the second-most active share by volume on the Tokyo exchange's first section .AV.T.
Sanyo said on Tuesday that car makers in the United States, Japan and Europe have agreed to buy its auto-use lithium-ion batteries, as it looks to take advantage of growing demand for hybrid cars.
"I cannot name names, but we are working with multiple companies that represent big enough demand to fill the production lines at the new plants," Sanyo Executive Vice President Mitsuru Homma told Reuters in an interview on Tuesday. [ID:nT56632]
Car battery maker GS Yuasa Corp (6674.T), a rival of Sanyo's in auto-use rechargeable batteries, jumped 12.5 percent to 1,180 yen, and was the third-most active issue by volume after Sanyo.
Yamashita at Shinkin Asset Management said the jump in shares of Sanyo and GS Yuasa may be a sign that investors are flocking to individual brands that have specific themes amid uncertainty about the economic outlook.
During the global slump in demand for cars, fuel-sipping hybrid cars have become a bright spot for the industry, with Honda Motor Co Ltd (7267.T) and Toyota Motor Corp (7203.T) seeing robust demand for their latest models.
Demand for eco-friendly cars has also been supported by new Japanese government tax incentives for low-emission cars that were introduced in April.
Trade was active, with 2.5 billion shares changing hands on the Tokyo exchange's first section, equal with last week's daily average.
Advancers outpaced decliners by more than 3 to 1. (Additional reporting by Elaine Lies; Editing by Hugh Lawson)"

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