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Rock Stock Channel™ is a vibrant and engaging look at the mining and chemical industry supplying the lithium-ion battery-fuelled disruption of the Transportation and Utility industries.
Episodes
Tuesday Mar 11, 2025
Tuesday Mar 11, 2025
In this episode, featuring Keith Muller, CEO of Atlantic Lithium, we discuss the latest developments and challenges facing the lithium market and Atlantic Lithium's shareholders over the past 18 months. Keith provides insights on the emergence of African spodumene supply and its impact on the lithium industry, along with an update on Atlantic Lithium's involvement in the Ghana elections and its collaborative ventures with Piedmont Lithium. The company is forecasting 360,000 tons per year of spodumene concentrate. The interview also highlights strategic investments, project milestones, and potential financing options, noting that the company is fortified by strategic partnerships and boasts zero debt.
CHAPTERS đź“–
(00:00) Introduction
(02:17) Atlantic Lithium Stock & Market Overview
(04:00) Lithium Market Conditions & Atlantic’s Position
(05:27) Ghana Elections & Impact on the Project
(08:18) Atlantic Lithium’s Investment Thesis
(09:07) Ewoyaa Spodumene Production & Revenue Streams
(10:56) Cost Competitiveness & Operational Efficiency
(12:18) Ownership Structure & Exploration Potential
(14:36) Key Permitting & Approvals Status
(15:32) Sayona/Piedmont Spodumene Deal
(17:06) Sayona/Piedmont Merger & Implications for Atlantic
(20:21) Shareholder Assore Update
(21:57) MergeCo & Atlantic's Share in Project Completion
(23:39) Funding Strategy & Capital Requirements
(27:18) Offtake Agreements & Market Interest
(29:29) Potential Adjustments to Royalty Structure
(32:18) Financing Options & Government Engagement
(35:13) Cash Burn Rate
(36:17) Industry M&A Observations & Royalties
(41:07) New Market Opportunities: Morocco & Saudi Arabia
(45:14) Closing Remarks
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Links 🌍
RK Equity Website: https://rkequity.com/
Podcast:
 Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172
X (Twitter):
 Howard: https://twitter.com/LithiumIonBull
 Rodney: https://twitter.com/RodneyHooper13
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DISCLAIMER
NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH
Rodney and Howard are not financial advisors nor broker-dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do your own independent research and read the disclaimer at the end of the video or on RK Equity’s website https://www.rkequity.com
Intro and outro audio credit: Jamie Klein
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