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GL1 Global Lithium (GL1)

Our Q&As are emailed in our Saturday Morning Report, find the answer to this question below.

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GL1 Global Lithium (GL1)

Hi guys, Slight confusion. I notice Global Lithium GL1 is shown on the hit list, but not shown as Active in the Emerging Companies portfolio. What's your current thinking re GL1, particularly as they commenced drilling at Manna this week ? Cheers, Jeff.

Answer

Hi Jeff,

You may have added it to your Hitlist, which is a customizable list on the users side. It is not showing on our Hitlist and we do not have it marked as ‘Active’ in the Emerging Companies Portfolio, meaning we are more in wait an see mode. It now has little impact on this portfolio given its small weighting, however , we are keeping it there as we will likely add to it when there is more evidence that Lithium prices and thus interest in the junior end of the market has turned.

  • If we didn’t have any lithium exposure, Liontown (LTR) looks interesting for the mid-cap space as per recent commentary here.
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Global Lithium Resources Ltd (GL1)
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