Dear Reader,

Want to hear something crazy?

In March of 2022, Tesla was more valuable than the seven biggest mining firms on the planet…PUT TOGETHER.

On the surface, that might not sound like a big problem.

Until you look at the epic amounts of raw materials Tesla (and every EV firm) needs to make their vehicles.

Lithium, cobalt, manganese, iron ore, nickel, rare earths — the whole industry needs tonnes of them all.

But the mining industry just can’t supply them.

The world has spent a decade pouring cash into tech stocks like Tesla…and ignoring the companies they rely on for critical supplies.

And that IS a big problem.

You’re starting to see the consequences of that now. Companies are scrambling to lock in their supplies. The price of lithium, cobalt, nickel, and other key minerals have been rocketing.

All of which spells opportunity for Aussie resource investors.

If you’re willing to take a risk, there’s a handful of tiny ASX-listed stocks — many trading for less than a dollar — that could help solve this problem.

Several have soared more than 1,000% as demand has ramped up.

But I think there’s more to come.

Here are the THREE stocks I’m recommending right now.

Cheers,

Callum Newman,
Editor, Australian Small-Cap Investigator