The Energy Report

Talison Lithium Ltd. TICKER: TLH:TSX Visit Company Website Talison Lithium Ltd., which recently merged with Salares Lithium Inc., is the leading global producer of lithium. The company mines and processes the lithium-bearing mineral spodumene at the Greenbushes Lithium Operation in Western Australia. Talison has an extensive, well-established global customer network and a leading position in the growing Chinese market. Talison Lithium added to Global X Lithium Fund (11/24/10)

The information provided below is from analysts, newsletters and other contributors. Please contact the company and visit its website before making an investment decision.

Expert Analysis

The Energy Report Interview with Daniela Desormeaux (1/26/12) "While demand is growing, so is supply. Talison Lithium Ltd. in Australia, for example, is performing a very aggressive expansion plan. . .Talison is the largest lithium concentrate producer. . .It produces lithium concentrate in Australia and most of its product is shipped to China, where it's converted into chemicals. I think Talison will face more competition, and that's why it has expanded production capacity. It has performed a very aggressive expansion plan at its Greenbushes project in Australia." More >

The Critical Metals Report Interview with Marcel Fuhrer (1/17/12) "Talison Lithium Ltd. is the largest producer of lithium. The company has one project in Australia already in production and another one in Chile. Our interest here goes along with the trend of battery-powered cars, which are on their way now and will last for many, many years to come. . .I first got interested in the battery field through a company called Polypore, which actually transforms the lithium into the form needed to produce these batteries. . .I dug a little further to see where the lithium was coming from and found Talison. Talison is not diversified, is already in production and has very good partners in Japan to buy its lithium. . .we have been with Talison Lithium for many, many years. It is a solid project, quite advanced now." More >

Jonathan Lee, Byron Capital Markets (1/12/12) "Talison Lithium Ltd. had impressive sales numbers given shipment setback: 75,221 tonnes of lithium concentrate were sold over the quarter despite a shipment setback into FQ312 of approximately 38k tonnes based on a short lockout at the Port of Bunbury in Australia. . .to meet rising demand, the company is still on schedule to complete its expansion by calendar year Q212. . .with this ability to grow volumes in the second half of calendar 2012, we expect Talison to grow revenues above and beyond the announced 15% price increases announced in December 2011."

Edward Otto, Cormark Securities (1/12/12) "We continue to believe that Talison Lithium Ltd. has the best exposure to the lithium battery and electric vehicle markets as it is both the largest lithium producer and fastest to react to demand, aggressively increasing production and market share."

Jonathan Lee, Byron Capital Markets (12/22/11) "The vast majority of Talison Lithium Ltd.'s customer contracts will rollover in the new year, and price increases are being realized because of higher global demand of lithium products. . .these price increases are higher than our 10% expectation; thus, we are increasing our annual earnings-per-share estimates for 2012 to $0.16 from $0.14. We maintain our current Buy rating and $6.55 target price."

• Corporate Presentation (9/12/11)

Back to Top