Rock Stock Channel

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The Age of Electricity is creating enormous opportunities in the critical minerals investment thematic. Howard, Rodney and Matt provide in-depth discussions with major developers and analysts covering lithium battery metals, rare earths, and many other specialty commodities.

Episodes

Wednesday Apr 10, 2024

Getting To Know You: Q2 Metals. w/ Alicia Milne

Wednesday Apr 10, 2024

INDEX:
00:00 - Introduction
01:24 - Summary Synopsis
02:41 - Q2 History
06:22 - 2023 Milestone Achievements
08:32 - Cisco Project Deal Details
12:28 - Cisco vs Mia Infrastructure
13:22 - Flow-Through Financing Considerations
14:35 - Thoughts on Flow-Through Market
14:58 - Probability of Drilling at Cisco
15:57 - Who Performs Assaying
16:06 - Is Cisco the Priority?
17:25 - Expanding Team Capacity
18:23 - Plan for MIA in 2024
19:17 - Royalties on MIA
20:38 - Stellar Project
21:20 - Quebec Relations
22:21 - Quebec's Role in Market Path
23:45 - Thoughts on Consolidation in Quebec
25:44 - Infrastructure Boost After Forest Fires

_________________________________________________
Links 🌍

Lithium Royalty Corp: https://lithiumroyaltycorp.com/home/default.aspx
RK Equity Website: https://rkequity.com/
Patreon: https://www.patreon.com/rockstockchannel
Podcast:
Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172
Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648
X (Twitter):
Howard: https://twitter.com/LithiumIonBull
Rodney: https://twitter.com/RodneyHooper13
_________________________________________________

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

Sunday Apr 07, 2024

E96: Lithium in the Sky with Diamonds. Winsome Resources' Chris Evans

Sunday Apr 07, 2024

INDEX:
00:00 - Introduction
03:02 - Research Coverage
06:10 - Renard Diamond Mine Purchase
14:17 - Road construction crucial for Winsome's plan
16:15 - Projected timeline for road construction?
16:25 - Probability of getting road funding
22:10 - Positive drill results boost Winsome
24:42 - Next mineral resource update at Adina?
29:24 - 100 million tons: Winsome's turning point?
32:26 - Financial horizon: $45 million cash balance
34:03 - Hostile bid protection measures
36:36 - Exploring strategic partnerships: Options and objectives
40:07 - Champion Iron Ore analogy: Turnaround potential
41:47 - ESG efforts
45:36 - Disturbances: From Diamonds to Lithium
46:44 - Quebec's unique infrastructure in mining

_________________________________________________
Links 🌍

DISCLAIMER

NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH

Intro and outro audio credit: Jamie Klein

Thursday Apr 04, 2024

E95: Titanium Titan. IperionX's Taso Arima

Thursday Apr 04, 2024

INDEX:
00:00:00 - Introduction
00:07:49 - IperionX: Revolutionary Tech in Titanium Industry
00:11:00 - Rise in Titanium Prices: What's Driving It?
00:15:39 - Addressing Japan's Titanium Supply Dependence
00:22:09 - Titanium's Price Sensitivity Changing Market Dynamics
00:25:12 - Inside Titanium Market: Scraps to Specialized Products
00:30:53 - Future of 3D Printing with Titanium
00:32:40 - New Facilities Boost Titanium Production
00:38:28 - IperionX's Sales Strategy
00:42:12 - Ensuring Future Supplies of Materials
00:45:55 - Assessing IperionX's Growth Prospects
00:56:06 - Investment Decisions: What's Next?
01:00:16 - Titan Project: When Does Mining Start?
01:01:43 - IperionX: Game-Changer in Titanium Industry
01:10:17 - IperionX's Potential

_________________________________________________
Links 🌍

- IperionX’s Corporate Presentation: https://app.sharelinktechnologies.com/announcement/asx/61ee96b4860eefd04f72012e0682f68e
- Shareholder Letter: https://app.sharelinktechnologies.com/announcement/asx/fd7578eab2e35721cf782daa93f0b63b
- Half Yearly Report: https://app.sharelinktechnologies.com/announcement/asx/e5b124c9cf40636cf6e88e9ecbbb2d8a

DISCLAIMER

NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH

Intro and outro audio credit: Jamie Klein

Tuesday Mar 26, 2024

E94: Bottom’s Up Lithium. Canaccord's Reg Spencer

Tuesday Mar 26, 2024

INDEX:
00:00 - Introduction
03:51 - IperionX Reveals Titanium Recycling Breakthrough
08:35 - Titanium Eyed as Strategic Mineral for US
10:33 - IperionX's Market Surge and Revenue Outlook
12:46 - IperionX's Potential Market Impact and Profits
14:12 - Market Timing Discussion and Recharge Note
17:01 - Counter to Negative Lithium Demand Narrative
20:19 - Exploring Macro Comparisons in Lithium Market
24:35 - Concerns Raised Over African Lithium Supply
25:29 - Warning Against Rushed Lithium Projects
26:17 - Advice for Skeptical Investors in Lithium Market
29:38 - Stocks Canaccord Rates Having Most Upside - Galan, Cygnus, Latin Resources, Piedmont Lithium, Winsome Resources
31:47 - Impact of Rising Lithium Prices Explored
33:32 - Supply Cuts and Lithium Mine Viability
34:12 - Assessment of North American Lithium Mine, Piedmont, Sayona
37:48 - Positive Outlook for Galan's Lithium Production
40:33 - Albemarle Auction's Impact on Lithium Market
42:13 - MinRes Land Banking, Acquisition of Poseidon Nickel Infrastructure
43:46 - Australian Stocks and Guangzhou Futures Relationship
46:35 - Updates to Long-Term Lithium Pricing Discussed
48:09 - Suitability of 20% IRR Questioned

_________________________________________________
Links 🌍
Lithium Royalty Corp: https://lithiumroyaltycorp.com/home/default.aspx
RK Equity Website: https://rkequity.com/
Patreon: https://www.patreon.com/rockstockchannel
Podcast:
Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172
Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648
X (Twitter):
Howard: https://twitter.com/LithiumIonBull
Rodney: https://twitter.com/RodneyHooper13
_________________________________________________

DISCLAIMER

NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH

Intro and outro audio credit: Jamie Klein

Saturday Mar 23, 2024

E93: Catalyst Rich. w/ Atlantic Lithium

Saturday Mar 23, 2024

INDEX:
05:24 - Atlantic Lithium's ($ALL) Project Updates
06:43 - Neil Discusses Economics and Future Plans
09:04 - $ALL Aims for 50M Ton Resource
10:44 - Strong Financial Outlook and Milestones
12:59 - MIF's Role in Operations
15:09 - Atlantic Lithium to List on Ghana Stock Exchange
17:22 - Mid-Year Permitting and Funding Goals
23:42 - Exploring Expansion Plans
25:41 - Reflecting on $ALL's Journey and Growth
26:55 - Atlantic & Insider-Buying
29:54 - Understanding Assore's Involvement and Bids
33:27 - Assore's Long-Term Strategy for Atlantic Lithium
35:59 - Significance of Upcoming Milestones

DISCLAIMER

NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH

Intro and outro audio credit: Jamie Klein

Friday Mar 15, 2024

E92: Rising Up. Arcadium Lithium’s CEO Paul Graves

Friday Mar 15, 2024

INDEX:
00:25:15 - HQ Move and Board Meeting
00:27:50 - CEO on Lithium Pricing, Investments
00:31:00 - Capital Costs, Strategy
00:33:59 - Market Volatility, Pricing
00:39:03 - Argentina Solves Short Carbonate Issue?
00:40:28 - Technical Grade Shift, Sales
00:43:22 - Sal de Vida, Transport
00:45:39 - Naraha Hydroxide
00:50:50 - Third-Party Chloride?
00:54:11 - $30M DLE Venture.
00:58:57 - Quebec Strategy Analysis.
01:04:36 - Ford Nemaska Deal
01:07:30 - Arcadium's OEM Financing Plans
01:10:35 - Ioneer Lithium Carbonate Strategy Adjustments
01:25:51 - Lithium Metal Business Stability
01:16:28 - Technical Grade Carbonate Future
01:19:11 - China Advantage. IRA Compliance
01:24:06 - Lithium Industry's Second Mover Advantage
01:26:50 - Quebec Lithium Industry Interest
01:29:33 - Lithium Industry Supply Chain Focus
01:34:04 - Project Delivery Accountability
01:37:56 - Lithium Market Trends Analysis
01:43:04 - Rising Lithium Industry Costs
01:46:07 - Arcadium's Credit Rating Approach

_________________________________________________
Links 🌍
Bank of America fireside chat: https://bofa.veracast.com/webcasts/bofa/globalagriculture2024/idblLf7j.cfm

BMO fireside chat: https://ir.arcadiumlithium.com/investors/financials-and-filings/calendar-of-events/event-details/2024/BMO-Global-Metals-Mining--Critical-Minerals-Conference-Fireside-Chat-with-CEO-Paul-Graves-2024-4vk3VzJjN1/default.aspx

Arcadium Q4 Conference Call: https://ir.arcadiumlithium.com/investors/financials-and-filings/calendar-of-events/event-details/2024/Arcadium-Lithium-Q4-2023-Earnings-Webcast-Conference-Call/default.aspx

DISCLAIMER

NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH

Intro and outro audio credit: Jamie Klein

Sunday Mar 10, 2024

E91: Benchmark's Lithium Price Forecast. w/ Daisy Jennings-Gray

Sunday Mar 10, 2024

INDEX:
02:20 - Analyzing Goldman Sachs' Lithium Forecast Reliability
08:32 - Benchmark's Insights on Lithium Market Stability
13:44 - Impact of Lower Prices on Lithium Supply Growth
19:21 - Will Low Prices Hinder Investment in Western Supply Chains?
24:24 - Vertical Integration Challenges in Coping with Low Prices
28:08 - African & Chinese Lithium Supply and Demand: Outlook Amid EV Competition
32:11 - Resilience of EV Market: Demand Outlook Amid Price Changes
35:48 - EV Market Penetration: Consumer Preferences and Battery Types

DISCLAIMER

NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH

Intro and outro audio credit: Jamie Klein

Monday Mar 04, 2024

E90: Lithium’s Leap Year. w/ Matt Fernley

Monday Mar 04, 2024

INDEX:
01:03 - Lithium Price Projections: How High Could They Go?
06:13 - Supply Chain Understanding: Why Were Forecasts Off?
09:28 - Evaluating Lithium Supply: Impact of China's Investments?
14:37 - Factors Affecting Lepidolite Production in China?
22:02 - Market Trends: Role of Chinese Future Prices
24:17 - Global EV Market: Bold Growth Prediction
30:46 - Market Recovery Shapes: Debating Lithium Prices
33:23 - Investing in Lithium Industry: Where to Look?
41:09 - China's Economic Narrative Beyond EVs Explored

DISCLAIMER

NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH

Intro and outro audio credit: Jamie Klein

Saturday Mar 02, 2024

E89: Lithium. Primed For Takeoff. TD Cowen's David Deckelbaum

Saturday Mar 02, 2024

INDEX:
02:26 - Market Review: Can Lithium Prices Keep Going Up?
04:51 - China's Lithium Supply: What's Driving Price Changes?
08:53 - Investor Feelings: Is the US Market Still Gloomy?
11:14 - Electric Vehicle Trends: Are People Interested in Other Cars?
13:36 - Investment Discussion: Should You Buy Lithium Stocks Now?
16:35 - Long-Term Plans: Stick with Lithium Stocks or Not?
20:32 - Valuing Lithium Companies: How to Handle Market Changes?
23:09 - Chinese Influence: How Does It Affect Lithium Companies?
24:36 - Lithium Price Limits: When Do Electric Cars Make Sense?
28:17 - Arcadium Merger: What's It Mean for Investors?
35:19 - Piedmont Lithium: Should You Buy Despite Concerns?
40:19 - Construction Risks: Is Piedmont More Risky?
43:30 - Lithium Americas: What's the Future Without DOE Loan?
47:24 - Lithium Americas Argentina: CEO Change and Stock Target Price.
50:24 - Risks for Lithium Americas Without Loan.
55:30 - Should Investors Own Lithium Royalty Corp?

DISCLAIMER

NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH

Intro and outro audio credit: Jamie Klein

Thursday Feb 22, 2024

Rock Stock Recap E9: Lithium Squeeze Box?!

Thursday Feb 22, 2024

INDEX:
00:00:00 - Introduction

00:02:05 - Albemarle's Misreading of the Market
[CATL, Albemarle]

00:04:35 - Bloomberg Article pn Chinese Economy's Impact on Lithium Market
[CATL]

00:07:41 - RIU Conference Echoes Optimism Despite Lithium Market Sell-Off

00:17:01 - Market Focus Shifts to Supply Adjustments for Lithium Pricing Boost

00:23:29 - Surge in Lithium Projects Draws Funding
[Sigma]

00:33:02 - Lithium Industry M&A Activity in Western Australia

00:38:51 - Future Lithium Price Trajectory and its Impact on Company Valuations

DISCLAIMER

NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH

Intro and outro audio credit: Jamie Klein