WB DT
532 posts

WB DT
@SL276888
Husband, dad & fintech digital payments evangelist/executive by day. Lithium, LAR & LAC permabull when time allows. Tweets are my own & not investment advice.

Lithium Argentina reported another strong quarter at Cauchari-Olaroz, with the operation continuing to perform at or near design capacity while demonstrating the cash-generating capability of the asset. The quarter also marked continued progress advancing and systematically de-risking Stage 2 at Cauchari-Olaroz and PPG. Read more: investors.lithium-argentina.com/news-releases/… #Lithium #Argentina #LAR

Mac Whale’s top TSX lithium picks start with one simple point: the discount is real, but it isn’t random. He explains why that discount exists - and which names may close it. Ft: $QTWO.v $PMET.to $LTH.v $LAF.v $ETL.v $LIFT.v $A11.ax $ALB $SGML $LAC $LAR $SLI $ASN.ax 📺: youtu.be/up7fa7o6PHE


Together with @ThackerPass joint venture partner, General Motors, LAC announced the final investment decision for Phase 1 of Thacker Pass, and LAC closed the strategic investment from Orion Resource Partners. lithiumamericas.com/news/news-deta… LAC’s President & CEO said, “Today marks another important milestone in our journey to bring Thacker Pass to production. With our JV Partner, GM, we announced FID for Phase 1 alongside our other exceptional partners – the U.S. DOE and Orion. Together, we will develop a U.S.-produced lithium supply chain to reduce American dependence on foreign suppliers for critical minerals.” $LAC #lithium #Nevada

Rio Tinto to form new lithium division after $6.7 billion Arcadium buyout reuters.com/markets/commod…


LAC is pleased to announce we have closed a U.S. Department of @ENERGY $2.26 billion Advanced Technology Vehicles Manufacturing Loan for the financing of construction #lithium processing facilities at @ThackerPass in northern $LAC #Nevada #DOELPO lithiumamericas.com/news/news-deta…


Today, Digital Federal Credit Union and @FirstTechFed announced our intent to combine through a merger of equals. Pending approval by @TheNCUA, our combined entity will emerge as a $28.7 billion powerhouse serving nearly two million members. Learn more. dcu.org/dcu-and-first-…





Mid-September update for my investment portfolio... +235.8% YTD Top 7 core holdings (in order by size)... $APP $TMDX $ASPN $FOUR $NU $ONON $UBER Top 7 non-core holdings & swing trades (in order by size)... $AMD $HOOD $AFRM $VRT $SG $MDB $LNTH I had a rough start to September, was down -9% in the first 4 days after the Labor Day holiday but then my portfolio bounced back nicely. I was 15% last week led by $APP which was up 32% and now my largest position. I was adding to $APP very aggressively on the early August pullback, now the stock is up 90% in the past 5 weeks, hitting a new ATH this morning. Last week I trimmed 20% from my longs which took my long exposure down to approx 152% My hedges/shorts are approx 106%, I'm using 3 indexes hedges and 4 single stock shorts. My net exposure is approx 46% (lowest it's been all year) however I do trade my main hedges throughout the day based on their technicals so they don't become an intraday drag on my performance.

What a morning! Our team was honored to join President Javier Milei at the NYSE to celebrate Argentina’s path to economic growth and innovation this morning.







