The Conversation (0)
Jonathan Lee: Companies Positioned to Grow with Exploding Lithium Demand
Oct. 25, 2011 11:18PM PST
Battery Metals Investing
In an exclusive interview with The Energy Report, Jonathan Lee of Byron Capital, analyzes the reason behind lithium’s mercurial growth.
In an exclusive interview with The Energy Report, Jonathan Lee of Byron Capital, analyzes the reason behind lithium’s mercurial growth.
As quoted in the market news:
Jonathan Lee: Numerous factors. Our strategy is to find low-cost producers within a sector. Then from a capital cost side, it’s always more beneficial to have a lower capital cost to get a better return on equity and make the project more feasible. We like to have low capital expenditures and operating expenditures. Beyond that, it really comes down to valuing the company and trying to make sure that the equity is purchased at the right price. The two major factors that contribute to a better return on equity are good assets and low costs.
