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| TOP PICK | 3.150 | Jim Huang | Biggest global producer of lithium. Profitable. Making real cash flow in earnings. Expanding to double their capacity by the middle of this year. There is a lot of hype on electric cars, which he thinks is over done but the real growth is in portable devices. | 2012-03-01 | |
| TOP PICK | 3.100 | Prakash Hariharan | Producer of lithium concentrate in Australia. Lithium is a key gradient for batteries. There is a growing trend towards lithium ion batteries. Not getting the valuation that it should. Likes its location as regards to China. Expecting good earnings momentum this year. | 2012-02-28 | |
| Comment | 5.680 | Jim Huang | One of the biggest lithium producers outside of China. Main use of lithium is for batteries but they are trying to broaden its applications. Acquired some assets in South America. If he owned any lithium names, this would probably be it. He is not as bullish on lithium as some others. | 2011-02-24 |