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Lithium South (TSXV: LIS) – A Sleeper Lithium Play Ready to Wake Up? (3 Minutes)

If you’ve been paying attention to lithium stocks lately, you know it’s been brutal out there. The industry, once riding high on the EV boom, has been in a deep correction as lithium prices dropped from their insane highs. But here’s the thing: lithium demand isn’t going anywhere—it’s only going up. Right now, smart investors…

The Deal That Changes Everything

Lithium South just secured a Letter of Intent (LOI) with a well-funded European partner to move its Hombre Muerto North Lithium Project (HMN Li Project) in Argentina to the next level.

Here’s what that means:
$10 million loan to complete a Definitive Feasibility Study (DFS)
✅ Partner will fund 80% of project CAPEX after the DFS
✅ Major validation of HMN Li Project’s high-grade brine and strong economics

This is huge—because getting a lithium project off the ground is insanely capital-intensive. With this backing, Lithium South is in prime position to take HMN to production.


The Hidden Giant – How Big is This Project?

Lithium South recently expanded its project by 175%, adding even more potential to an already incredible resource.

🔹 Measured & Indicated Resource: 1.58 million tonnes LCE at 736 mg/L Li
🔹 Super Low Mg:Li Ratio (3.27)Cheaper to process
🔹 PEA Valuation: $938 MILLION NPV 😳

That’s right. A company trading at $11M market cap has a project valued at almost a BILLION dollars—and that was before the expansion.

The numbers are so lopsided, it almost seems too good to be true—but that’s what happens in bear markets.


Lithium Market is Rough… But That’s the Opportunity

Lithium stocks have been getting crushed because lithium prices fell off a cliff in 2023. But EV demand isn’t stopping, and by 2025-2026, lithium supply is expected to be tight again—which means prices WILL rebound.

The key? Finding companies that can survive this rough patch and be ready to produce when prices recover.

That’s exactly where Lithium South is positioning itself:
🔥 Low-cost brine project (way cheaper than hard rock lithium)
🔥 Strategic financing partner covering 80% of CAPEX
🔥 Fully funded into 2025—no desperate dilution incoming

With the right moves, Lithium South could 10X from here as lithium sentiment shifts back to bullish.


Buying at Rock Bottom – What’s the Target?

Right now, LIS is trading at $0.10. That’s dirt cheap considering:
📍 Their PEA says the project is worth $938M
📍 They just secured a major funding partner
📍 They own one of the best lithium jurisdictions in the world

💥 Market Cap: $11.02M | Stock Price: $0.10 | PEA NPV: $938M 💥

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