I picked up LACDF Lithium Americas from a previous Goldtent post (Sir Fully?). Already up 31%.

Rambus has been following the ETF – REMX (rare-earth plays).

Any other small-cap recommendations?

Edit: Did a search and found Highroller’s MGX Minerals (backed off a bit from a screaming chart) and Lithium X Energy. Also found Lico Energy WCTXF.

From Zacks: While the market for Lithium-ion (Li-ion) batteries has a ton of untapped potential, Tesla Motors Inc.’s (TSLAFree Report) decision to build a $5 billion Gigafactory to meet its requirement of lithium-ion battery packs brought glaring focus on the shortage of supply of this emerging energy storage technology.