Dear Reader,

Last year, Elon Musk made a radical statement that made investors sit up and take notice:

‘Tesla might actually have to get into mining and refining directly at scale, unless costs improve.’

Sounds crazy, but he might make good on this promise:

He reportedly wants to buy Brazilian mining company Sigma Lithium for an estimated $3 billion.

And it isn’t just Tesla.

EV manufacturers are starting to realise that to dominate the industry, they need to control the entire supply chain amidst a worsening resource shortage.

As Ford Motors CEO Jim Farley puts it:

‘The most important thing is we vertically integrate.

‘The company intends to take control of its supply chains ‘all the way back to the mines.’

That means we can likely expect takeover deals involving certain Aussie miners.

Getting into these stocks before EV manufacturers do is vital if you want to swing for the biggest gains.

After all, that’s how some investors of Liontown Resources [ASX:LTR] bagged 1,270% returns (at the time of writing) since it struck a five-year deal with Tesla in 2020.

Although there’s no guarantee that other ASX mining stocks could see the same results…

I believe one company could be a strong contender.

And at less than 15 cents per share at time of writing, now would be a great opportunity to pick it up.

You can learn about this small-cap stock — including the write-up and ticker symbol — in my updated briefing.

Click here for access.

Regards,

Callum Newman,
Editor, Australian Small-Cap Investigator