The Energy Report

Rodinia Lithium Inc.

The Energy Report Interview with Mansur Khan (3/5/13) "RM's credit facility will help fund a resource update and the feasibility study."

Nemaska Lithium Inc.

Mansur Khan, Dundee Precious Metals Inc. (11/13/12) "NMX announced impressive assay results from Sirmac."

Matt Gowing, Mackie Research Capital (11/2/12) "NMX has one of the most advanced high-grade hard rock lithium projects in the world."

Rodinia Lithium Inc.

Mansur Khan, Dundee Securities (10/25/12) "We reiterate our Buy recommendation on RM."

Talison Lithium Ltd.

Edward Otto, Cormark Securities (10/12/12) "TLH's Q1 FY13 production was 30% above our estimates."

Nemaska Lithium Inc.

Mansur Khan, Dundee Securities (10/9/12) "We are maintaining our Buy recommendation on NMX."

Matt Gowing, Mackie Research Capital (10/4/12) "NMX is in a select group of lithium companies with a firm order."

Morning Coffee (10/3/12) "NMX's PEA identified Whabouchi mine as having an 18-year mine life."

John Lee, Byron Capital Markets (10/3/12) "NMX is severely undervalued."

Rock Tech Lithium Inc.

Deborah Bacal, Proactive Investors (10/1/12) "RCK's samples yielded grades of up to 22% graphite at its Lochaber property."

Talison Lithium Ltd.

Edward Otto, Cormark Securities (9/7/12) "As the world's largest lithium producer, TLH offers exposure to the fast-growing battery market."

The Energy Report Interview with Jonathan Lee (9/4/12) "At $6.50/share, TLH is a big win for our investors."

Rodinia Lithium Inc.

The Energy Report Interview with Jonathan Lee (9/4/12) "RM may benefit, given its JV partner Shanshan's relationship with Tianqiu Lithium and Talison."

Lithium Americas Corp.

The Energy Report Interview with Jonathan Lee (9/4/12) "LAC has two strategic investors in Magna Resources Ltd. and Mitsubishi Corp. The Talison/Rockwood deal may put more pressure on them to move forward with their commitments."

Nemaska Lithium Inc.

Matt Gowing, Mackie Research Capital (9/4/12) "NMX could be the next company taken out in the lithium consolidation wave."

Talison Lithium Ltd.

Michael Berry, Morning Notes (8/23/12) "An all-cash offer for TLH values the company at CA$724M."

Edward Otto, Cormark Securities (8/23/12) "TLH entered an agreement whereby ROC will acquire all shares at a 53% premium."

Talison Lithium Ltd.

Nick Morton, Stifel Nicolaus (8/23/12) "TLH is our favorite of the lithium names we follow."

Henry Lazenby, Mining Weekly (8/23/12) "TLH's acquisition would make Rockwood the largest lithium producer."

Lithium Americas Corp.

Jonathan Lee, Byron Capital Markets (8/21/12) "LAC received environmental approval for its Cauchari-Olaroz project."

Mansur Khan, Dundee Securities (8/17/12) "LAC's stock should perform well; investors should position themselves accordingly."

Rock Tech Lithium Inc.

Carrie White, Proactive Investors (8/2/12) "RCK is positioned to become a near-term producer."

Nemaska Lithium Inc.

Matt Gowing, Mackie Research Capital (7/19/12) "NMX's new plant site in Valleyfield provides infrastructure benefits and accessibility."

Rock Tech Lithium Inc.

Siddharth Rajeev, Fundamental Research Corp. (7/19/12) "RCK continues to diversify its portfolio."

Talison Lithium Ltd.

Morning Coffee (7/13/12) "TLH has increased lithium-concentrate sales 8% YOY."

Morning Coffee (7/10/12) "TLH's average sales price of lithium concentrates increased 9% YOY."

Edward Otto, Cormark Securities (7/10/12) "We are maintaining our Top Pick rating for TLH."

Brad Lemaire, Proactive Investors (7/9/12) "TLH reported FQ4 preliminary lithium revenue rose 6%."

Western Lithium USA Corp.

The Energy Report Interview with Chris Berry (6/28/12) "The strong economics of WLC's King's Valley clay lithium deposit speaks for itself."

Nemaska Lithium Inc.

The Energy Report Interview with Chris Berry (6/28/12) "Successfully receiving these patents is a key catalyst for NMX going forward."

Talison Lithium Ltd.

The Energy Report Interview with Chris Berry (6/28/12) "TLH has been able to increase pricing of its products while at the same time lowering production costs."

Lithium One Inc.

The Energy Report Interview with Chris Berry (6/28/12) "LI management has built a solid story around a world-class asset and has in turn rewarded shareholders."

Lithium Americas Corp.

The Energy Report Interview with Chris Berry (6/28/12) "LAC recently released a robust definitive feasibility study."

Talison Lithium Ltd.

Nick Morton, Stifel Nicolaus (6/27/12) "TLH is positioned as the low-cost spodumene hard rock miner."

Lithium Americas Corp.

Nick Morton, Stifel Nicolaus (6/26/12) "Construction on LAC's lithium carbonate plant is to start in 2013."

Rock Tech Lithium Inc.

Carrie White, Proactive Investors (6/25/12) "RCK has identified multiple pegmatite and gold exploration targets."

U3O8 Corp.

Mike Bandrowski, Clarus Securities (6/22/12) "We see plenty of upside for UWE's Berlin project."

Uranerz Energy Corp.

Rob Chang, Versant Partners (6/21/12) "URZ's discovery provides additional exploration upside at Monument."

Nemaska Lithium Inc.

Mansur Khan, Dundee Securities (6/21/12) "This could become a compelling, high-value niche strategy for NMX."

U3O8 Corp.

David Talbot, Dundee Securities (6/21/12) "We know Berlin will be big, and UWE continues to derisk the project."

Lithium Americas Corp.

Matt Gowing, Mackie Research Capital (6/20/12) "LAC has made significant development progress at Cauchari-Olaroz."

Lithium One Inc.

Jonathan Lee, Byron Capital Markets (6/19/12) "LI's acquisition by GXY creates many benefits for LI shareholders."

Lithium Americas Corp.

Jonathan Lee, Byron Capital Markets (6/19/12) "LAC's definitive feasibility study shows strong economics and a 23% IRR."

Joyanta Acharjee, Proactive Investors (6/18/12) "LAC has potential to be one of the lowest-cost lithium operations in the world."

Nemaska Lithium Inc.

Matt Gowing, Mackie Research Capital (6/18/12) "We are impressed by the key strengths of NMX's Whabouchi project."

Uranium Energy Corp.

Ron Hera, Hera Research (6/15/12) "UEC is well positioned as a fast-growing, low-cost producer."

Rodinia Lithium Inc.

Ray Goldie, Salman Partners (6/14/12) "We reiterate our Speculative Buy rating on RM."

Talison Lithium Ltd.

Kate Emery, The West (6/12/12) "TLH could have the first lithium carbonate plant in Western Australia within three years."

Nemaska Lithium Inc.

eResearch (6/11/12) "NMX filed patents to protect its environmentally friendly and cost-effective way of preparing lithium carbonate from lithium hydroxide."

Talison Lithium Ltd.

Chris Berry, Morning Notes (6/11/12) "TLH has now doubled capacity at Greenbushes."

Edward Otto, Cormark Securities (6/8/12) "We maintain our Top Pick rating for TLH."

John Lee, Byron Capital Markets (6/7/12) "TLH is inline to achieve increased production and lower unit operating costs."

Henry Lazenby, Mining Weekly (6/7/12) "TLH's completed Greenbushes expansion exceeded expectations."

The Energy Report Interview with Mansur Khan (5/17/12) "Majors like TLH expect the lithium market to almost double by 2020."

Nemaska Lithium Inc.

The Energy Report Interview with Mansur Khan (5/17/12) "NMX has a couple of upcoming milestones, the DFS and the PEA. We like that name."

Rodinia Lithium Inc.

The Energy Report Interview with Mansur Khan (5/17/12) "What we like about RM is that it has a salar it is not sharing with anyone else as well as two large lithium producers in its backyard."

Lithium Americas Corp.

The Energy Report Interview with Mansur Khan (5/17/12) "LAC is a more advanced brine developer. Its Cauchari project hosts a high-grade resource. Final project approval from the province of Jujuy should be another catalyst for the stock."

Lithium One Inc.

The Energy Report Interview with Mansur Khan (5/17/12) "LI is currently in the process of being acquired by GXY."

Talison Lithium Ltd.

Edward Otto, Cormark Securities (5/11/12) "We maintain our Top Pick rating on TLH, the only pure-play lithium producer."

Nick Morton, Stifel Nicolaus (5/11/12) "We continue to view TLH as too inexpensive to be ignored."

Jonathan Lee, Byron Capital Markets (5/8/12) "Expect TLH's best quarter on multiple fronts."

Nemaska Lithium Inc.

Mansur Khan, Dundee Securities (4/30/12) "NMX stock shows plenty of upside potential."

Killian Charles, Industrial Alliance Securities (4/17/12) "We initiate coverage of NMX with a Speculative Buy recommendation; it has excellent partners and an exceptional deposit."

Talison Lithium Ltd.

Morning Coffee (4/13/12) "TLH reported Q3 FY12 sales that rose 15 percent."

SmallCapPower Interview with Jonathan Lee (4/13/12) "TLH will be able to gain more cash flow as it doubles its production capacity by mid-2012."

Rodinia Lithium Inc.

SmallCapPower Interview with Jonathan Lee (4/13/12) "We have a Speculative Buy rating on RM."

Talison Lithium Ltd.

Giles Gwinnett, Proactive Investors (4/13/12) "Opening TLH's Aral terminal is a milestone that allows an initial doubling of production."

Jonathan Lee, Byron Capital Markets (4/12/12) "We expect TLH's production to grow at least 15% in the next 12–18 months."

Canaccord Pre-Market News (4/12/12) "TLH's third-quarter sales rose 15%, helped by higher output."

Lithium Americas Corp.

Matt Gowing, Mackie Research Capital (4/10/12) "LAC has multiple competitive advantages, including the world's third-largest resource."

The Gold Report Interview with George Ireland (4/9/12) "We expect LAC to be among the first to market."

Rock Tech Lithium Inc.

Resource Intelligence (4/9/12) "RCK wears the crown in the lithium space."

Rodinia Lithium Inc.

Mansur Khan, Dundee Securities (4/4/12) "RM's nondilutive $3M financing based on the company's potash-stream potential should be welcome news."

Ray Goldie, Salman Partners (4/3/12) "We maintain our Speculative Buy recommendation for RM."

Ray Goldie, Salman Partners (4/2/12) "This rough-and-ready analysis stresses the cheapness of RM's shares."

Lithium One Inc.

Edward Otto, Cormark Securities (4/2/12) "LI's enterprise value would exceed the largest lithium producer's."

Talison Lithium Ltd.

The Energy Report Interview with Chris Berry (3/27/12) "TLH is raising prices while lowering its costs."

Lithium One Inc.

The Energy Report Interview with Chris Berry (3/27/12) "LI's PEA will allow it to compete with established producers."

Western Lithium USA Corp.

The Energy Report Interview with Chris Berry (3/27/12) "WLC's low costs will allow it to compete with the big boys."

Rock Tech Lithium Inc.

The Energy Report Interview with Chris Berry (3/27/12) "RCK is an early-stage company with upside potential."