Rock Stock Channel

North American Lithium Rush at Benchmark Minerals Conference

A few highlights from Benchmark Minerals' recent conference, including Howard's lithium update with Red Cloud, a word from Andy Miller of Benchmark, and a snippet from our upcoming Patreon-exclusive interview with Keith Phillips of Piedmont.

Index:
0:00 - 01:42 Intro + ANNOUNCEMENT! 
01:43 - 10:08 Howard Klein's Red Cloud lithium update
10:09 - 12:30 Andy Miller Interview at Benchmark Minerals Conference
12:31 - 13:33 Sneak peek of discussion with Keith Phillips

Lithium Squeeze Box. Q1 Scoreboards.

Howard and Rodney unpack Q1 Scoreboards and news flow following a major short squeeze in many lithium shares caused by Liontown's rejection of Albemarle's $3.4B cash bid.

#lithium #Tesla #electricvehicles 

Index:
0:00 - 02:55 Initial debriefing Albemarle's hostile bid for Liontown.
02:56 - 03:45 Q1 Lithium Scoreboard
03:46 - 08:28 Ford's Jim Farley on securing supply
08:29 - 12:05 Sigma and Valuation
12:06 - 13:20 Further discussion of Albemarle's hostile bid for Liontown.
13:21 - 14:47 A note on AVZ
14:48 - 18:35 CME Hydroxide contract, and why are spot prices falling so much?
18:36 - 21:01 Will commodity traders step into the market?
21:02 -  25:38 Unpacking the recent IRA guidance
25:39 - 34:25 Ford's JV, CATL and recent price drops in lithium
34:26 - 35:59 Concluding words

*THANK YOU to everyone who joined us at Canada Rocks, and to our Patrons for supporting the channel.*

If you like this video, please click the 'like' button and please also comment so we can improve our content going forward.

Register your email at www.rkequity.com and follow Rodney and me on Twitter (@lithiumionbull @RodneyHooper13) and on LinkedIn. Please also subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content.

And finally, if you find value in our content, please consider joining us on Patreon at www.patreon.com/rockstockchannel
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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 www.rkequity.com

Intro and outro audio credit: Jamie Klein

M&A in WA PLUS Canada Rocks Greatest Hits!

Following Liontown's rejection of $3.5bn acquisition bid from Albemarle, Howard and Rodney discuss what to expect next from M&A in WA. 

PLUS check out our selection of not-to-be-missed highlights from Canada Rocks, our first ever (100% virtual) conference - which took place on March 21. 

#lithium #Tesla #electricvehicles 

Index:
0:00 - 05:01 A word on Liontown's rejection of Albemarle bid and introducing the Greatest Hits!
05:02 - 08:25 Key takeaways from Howard Klein's Welcome Address
08:26 - 11:13 Ken Brinsden's Fireside Chat: "You're outwardly disagreeing with Elon Musk!"
11:14 - 14:27 Sayona's exciting production milestones 
14:28 - 16:49 Piedmont's audacious production ambition and Sayona partnership
16:50 - 20:07 Patriot on CV-5's large scale and larger possibilities 
20:08 - 21:54 Winsome's upcoming news flow and drilling results?
21:55 - 25:38 Critical Element's opportune target price & a look towards the future spot price
25:39 - 27:36 Sarah Maryssael of Livent on the energy transition and significance of Quebec's lithium production
27:37 - 29:57 Allkem on James Bay's approval and project merits
29:58 - 32:20 Frontier's runway to 100m tonnes
32:21 - 34:38 Should Albemarle or Pilbara buy Sigma to preserve the spodumene duopoly?
34:39 - 44:09 Lithium Americas: A valuation analysis. Much more M&A activity to come?

*THANK YOU to everyone who joined us at Canada Rocks, and to our Patrons for supporting the channel.*

If you like this video, please click the 'like' button and please also comment so we can improve our content going forward.

Register your email at www.rkequity.com and follow Rodney and me on Twitter (@lithiumionbull @RodneyHooper13) and on LinkedIn. Please also subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content.

And finally, if you find value in our content, please consider joining us on Patreon at www.patreon.com/rockstockchannel
-----
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 www.rkequity.com

Intro and outro audio credit: Jamie Klein

Canada Rocks Round Table

Midex Resources with David Jamieson

Green Technology Metals with Luke Cox

Critical Resources with Alex Cheeseman

Frontier Lithium with Trevor Walker

Idaho Champion with Jonathan Buick

Winsome Resources with Chris Evans