Brazil's Largest Lithium Landholder, a 145% IRR Project, and Institutional Backing Put ATLX in the Spotlight.
Greetings All,
The global lithium market is waking back up after 2024's crash, and early 2025 is flashing unmistakable signals of a powerful reversal. EV sales continue climbing globally, energy storage demand is exploding, and analysts expect lithium prices to rebound toward $15,000–$20,000/ton by 2028 as supply tightens.
Major miners like Rio Tinto, Lithium Americas, and Standard Lithium are pouring billions into new production — clear confirmation the sector is preparing for the next big upcycle.
Amid this macro resurgence, Atlas Lithium (NASDAQ: ATLX) stands out as one of the most advanced, capital-efficient, and undervalued lithium developers on the market!
With the largest lithium exploration footprint in Brazil's rapidly emerging "Lithium Valley," a fully permitted flagship project, a 145% IRR feasibility study, and a modular processing plant already on-site in Brazil, ATLX is positioned not as a speculative explorer — but as a near-term producer with exceptional potential for growth.
A STRONG BALANCE SHEET AND A CLEAR PATH TO PRODUCTION
Atlas Lithium's recently filed quarterly results show a company in exceptional financial health. With $20.98M in cash, a current ratio of 3.69, and $17M in working capital, ATLX is well-positioned to advance its Neves Project without relying heavily on new financing.
CEO Marc Fogassa notes the company's "minimal debt and robust liquidity" allow it to execute its strategy with confidence — particularly valuable while lithium prices stabilize.
Procurement activity for project implementation is booming: September alone saw over 50 companies across four categories participate in technical site visits, with 2,813 supplier clarification questions submitted — a clear signal of industry enthusiasm. Key procurement packages representing roughly 70% of all direct capex are advancing smoothly, setting the stage for a rapid construction timeline.
PROJECT ECONOMICS THAT RIVAL THE BEST IN THE INDUSTRY
ATLX's Definitive Feasibility Study, delivered by SGS Canada, confirmed the Neves Project as one of the world's most capital-efficient hard-rock lithium developments.
DFS Highlights:
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145% after-tax IRR
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$539M NPV
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11-month payback period
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Operating cost: $489/ton
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Direct CapEx: Only $57.6M — the lowest in Brazil
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Low-impurity spodumene, open-pit simplicity, and shallow mineralization all contribute to exceptional project economics.
With permits secured and a $30 million modular DMS plant already delivered to Brazil, ATLX is preparing to transition from developer to producer far faster than most peers.
THE LARGEST LITHIUM LANDHOLDER IN BRAZIL'S "LITHIUM VALLEY"
Holding 797 km² of lithium exploration acreage, ATLX dominates one of the world's fastest-growing lithium districts — and sits beside billion-dollar producer Sigma Lithium (NASDAQ: SGML). Its three crown-jewel projects provide district-wide exposure:
1. The Neves Project
Fully permitted and development-ready — the company's flagship operation with DFS complete.
2. The Salinas Project
High-grade pegmatites (2.31%–4.97% Li₂O), strong anomalies, and proximity to Latin Resources.
3. The Clear Project
Just 3.8 miles from Sigma Lithium's mine, with spodumene swarms and experienced ex-Sigma staff involved.
Together, these projects form the largest, most strategically located lithium portfolio in Brazil's most valuable hard-rock corridor.
A CRITICAL MINERALS STAKE WITH MASSIVE POTENTIAL
Atlas Lithium also owns 28% of Atlas Critical Minerals (OTCQB: JUPGF), providing shareholders exposure to:
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Rare earths
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Titanium
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Graphite
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Uranium
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Nickel
This portfolio includes 218,000+ hectares with rare earth assays up to 28,870 ppm TREO and graphite purity at 96.6% — making ATLX uniquely positioned across multiple high-growth sectors including EV motors, energy storage, and defense technologies.
This is dual exposure to the metals powering the next industrial revolution.
ATLX'S PROCESSING PLANT IS ON THE GROUND
The company's fully paid-for modular Dense Media Separation (DMS) plant — valued in the tens of millions — has already arrived in Brazil and is being assembled. This milestone is transformational:
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Enables early production
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Provides near-term revenue potential
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Establishes ATLX as one of the first independent lithium producers in Brazil
With eco-friendly technology and low environmental footprint, the facility represents a major competitive advantage.
INSTITUTIONAL VALIDATION AND SMART MONEY SUPPORT
Atlas Lithium has already attracted high-profile backing that small caps rarely see:
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$30M investment from Mitsui & Co., whose top shareholder is Berkshire Hathaway
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HC Wainwright "Top Pick" rating with a $19 price target
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$40M in non-dilutive prepayment agreements for future lithium concentrate
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Active interest in 10-year debt financing options
In a tight market where capital discipline is critical, this level of confidence is a major green flag!
LEADERSHIP WITH SKIN IN THE GAME
CEO Marc Fogassa, MIT- and Harvard-educated, owns over 26% of the company — extraordinary insider ownership in the mining sector.
Alongside him is Eduardo Queiroz, a mining veteran who has managed over $3 billion in projects, ensuring the Neves Project is executed with world-class standards.
THE BOTTOM LINE
Atlas Lithium checks all boxes investors look for in the early stages of a lithium supercycle:
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The largest lithium land position in Brazil
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DFS complete with elite economics
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Permits secured
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Processing plant delivered
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Institutional backing in place
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Critical minerals exposure
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Strong balance sheet
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Near-term production path
With a market cap around $100M and district-scale potential, ATLX is one of the most compelling asymmetrical opportunities in the global battery metals space.
As lithium demand accelerates, the companies with the best land, highest economics, and fastest timelines may lead the next bull run — and Atlas Lithium is already ahead of the pack.
Discover why ATLX may be one of the most undervalued clean-energy growth stories of the decade — and why the smart money is already positioning early.
Today's editorial pick for you
Gain Exposure to a Potential $100 Billion Quantum Computing Market
Posted On Nov 25, 2025 by Chris Markoch

Quantum computing could massively transform entire industries by solving problems far too complex for even the most powerful classical computers, often in mere minutes or seconds.
It could even be used to discover new drugs, quicker than even imagined. It may even be able to help advance artificial intelligence, machine learning, financial modeling, cybersecurity, batteries, and even help with green energy advancements. No wonder governments all over the world are heavily investing in quantum computing.
So, it's no surprise that corporations and governments all around the world are investing billions of dollars in its future. It's also no surprise that the quantum computing market could be worth well over $100 billion over the next decade.
For example, IBM (NYSE: IBM) plans to invest $150 billion in the United States over the next five years to expand its quantum and AI capabilities. NVIDIA Corp. (NASDAQ: NVDA) continues to invest billions in quantum computing startups. Alphabet Inc. (NASDAQ: GOOGL) and Microsoft Corp. (NASDAQ: MSFT) are allocating substantial resources toward developing proprietary quantum platforms.
In addition, according to Forbes, global public investment in quantum computing now exceeds $55 billion, led by China. Europe is rapidly catching up. Germany has announced more than $3 billion in funding by 2026. France has committed nearly $2 billion to train 5,000 quantum engineers and create 30,000 new jobs. In the United States, the National Quantum Initiative Act authorizes $1.2 billion over five years for research and development.
With multi-billion-dollar, game-changing potential, here are three quantum computing stocks, investors may want to consider:
D-Wave Quantum (QBTS)
D-Wave Quantum Inc. (NYSE: QBTS), which just announced that its Advantage quantum computer is now operational and is expected to address mission-critical U.S. government problems, particularly in national defense, and will eventually run sensitive applications.
Earnings haven't been too shabby either.
Revenue in the third quarter of fiscal 2025 totaled $3.7 million, an increase of approximately $1.8 million or 100% from the third quarter of fiscal 2024 revenue of $1.9 million. Bookings for the third quarter totaled $2.4 million, an increase of about $100,000 or 3% when compared to the third quarter of 2024 bookings of $2.3 million and an increase of $1.1 million or 80% compared to the preceding fiscal 2025 second quarter bookings.
In short, QBTS is a strong company, underscored by momentum in commercialization, multi-million-dollar contracts, its healthy cash balance, and new technical milestones. QBTS was also just upgraded to a buy rating by analysts at Benchmark, with a $35 price target.
IonQ (IONQ)
IonQ Inc. (NYSE: IONQ) has been another substantial runner. According to B. Riley Securities, IonQ's technology roadmap and major new contracts could propel the company's valuation even higher. A recent deal with Vector Atomics, for example, expanded its government-related business from $100 million to an expected $300 million.
Recent earnings support the bull case.
In its third quarter, its 17-cent loss beat estimates by three cents. Revenue of $39.87 million, up 221.5% year over year, beat by $12.88 million. It also raised its revenue expectations for the full year to $110 million at the high end of guidance.
IonQ also delivered a 2025 technical milestone of #AQ 64 three months early, unlocking 36 quadrillion times more computational space than leading commercial superconducting systems.
According to Niccolo de Masi, Chairman and CEO of IonQ, as quoted in an earnings release, "We achieved a truly historic milestone by demonstrating world-record 99.99% two-qubit gate performance, underscoring our path to 2 million qubits and 80,000 logical qubits in 2030."
"Our technical achievements continue to solidify IonQ's quantum platform as the most complete and powerful in the world, with a correspondingly larger addressable global market. Meanwhile, we are on a clear trajectory to deliver critical quantum cybersecurity infrastructure, ultra-precise quantum navigation, quantum timing solutions, and large-scale networked quantum systems," he added.
Defiance Quantum ETF (QTUM)
If you want to diversify with more quantum-related stocks, you can also invest in quantum computer exchange-traded funds (ETFs), such as The Defiance Quantum ETF (NASDAQ: QTUM).
Since October, the fund has exploded from about $57.50 to $90. Now back to $77.50, it's another hot quantum computing idea. With an expense ratio of 0.4%, the ETF holds 73 related stocks, including D-Wave Quantum, Ionq Inc., Rigetti Computing, Tower Semiconductor and Palantir Technologies.
Quantum Computing Is In the Early Stages
The potential of quantum computing is massive. However, investors should take note that it’s still in its early stages. That means that many quantum computing stocks, including the ones in this article, may have more volatile price movement.
That may not appeal to risk-averse investors. However, if you have a long timeline and the patience to wait for the payoff, an investment in these companies could yield strong returns.
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