In short: "My absolute top conviction right now" in junior mining. SLB is completing its feasibility study (out early next year) and will operate the facility with SLB personnel; it just bought surface infrastructure and 160 acres in Alberta, making it "the most advanced DLE project in the world," and closed a financing. Pitched as a 10–20 bagger: "the research is not with Lithium Bank, it's with Schlumberger."
Lithium Bank is a small Canadian company that owns lithium-rich salty underground water (brine) in Alberta. On its own, a tiny company trying a new extraction technology is a big gamble. What changes the picture for Kovacevic is who is doing the work: SLB, the world's biggest oilfield-services company, is writing the engineering study that tells investors whether the project makes money, and would run the plant with its own staff.
His bet is that once SLB publishes that study (expected early next year), the market will price the company as a real project rather than a science experiment. He calls it a potential 10–20 times return — a speculative, high-risk call on a micro-cap.
2:24So if you speculate in junior mining, this is where you need to focus right now. So Schlumberger is working with Rio Tinto, TechMet, which is this big, the US government I think gave $1.4 billion, and they're working with Lithium Bank. They are doing the feasibility study for Lithium Bank. Lithium Bank just acquired a suite of infrastructure at surface in Alberta which is going to make their project the most advanced DLE project in the world.
Nothing matches this filter.
Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.