The limited number of publicly traded companies engaged in lithium exploration and production is even more concentrated than the geographical extent of operations; however, the dynamic industry experienced some important developments which grabbed investors attention this year.
Revenues for lithium showed a considerable relative improvement recording an increase of 47.6 percent compared with last year. This demonstrates that the lithium market has improved considerably compared to the market conditions observed during 2009.
As the lithium fund holds a variety of companies that are exposed to multiple revenue streams it might be of interest for investors to note that on a weighted average basis, the implied exposure to lithium from the top 10 holdings is equivalent to only approximately 30 percent of the fund's assets, based on the reported segmented revenue from the latest annual company filings.
An industrial mineral commodity conference in Las Vegas showcased how corporates are warming up to lithium.
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