PLM

PolyMet Mining Corp

Industrial/Transportation


Presented:03/18/2021
Price:$3.63
Cap:$0.37B
Current Price:$2.10
Cap:$0.41B

Presented

Date03/18/2021
Price$3.63
Market Cap$0.37B
Ent Value$0.37B
P/E RatioN/A
Book Value$3.67
Div Yield0%
Shares O/S100.73M
Ave Daily Vol938,337
Short Int0.51%

Current

Price$2.10
Market Cap$0.41B
PolyMet Mining Corp. engages in the exploration and development of natural resource properties. It develops and operates the NorthMet project in Minnesota, which hosts copper, nickel, cobalt, and platinum group metal mineralization. The company was founded by John P. McGoran in 1981 and is headquartered in Toronto, Canada.

Publicly traded companies mentioned herein: PolyMet Mining Corp (PLM), Rio Tinto PLC (RIO), Talon Metals Corp (TLO CN)

Highlights

An interesting theme the presenter is looking at is the buildout of a domestic electric vehicle (EV) supply chain. The US has started realizing that in order to compete with China in the EV space, it must increase its focus on the supply chain, especially the battery component. For this reason, he is long shares of Talon Metals Corp (TLO CN) and PolyMet Mining Corp (PLM), viewing both as attractive plays on the EV battery theme with catalysts.

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Idea Discussion

Commentor 1 - 2 weeks ago

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