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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 May 24, 2023
Wednesday May 24, 2023
On May 9th, Howard Klein gave a solid overview of the lithium space at the SME's 8th Trends in Mining Conference: What questions should a new investor be asking? What trends can we expect to see over the coming quarters? M&A Prospects?
#lithium #Tesla #electricvehicles
**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
Wednesday May 17, 2023
Wednesday May 17, 2023
Iola Hughes of Rho Motion sheds light on the fastest-growing battery market... that hardly anyone talks about. In this deep dive into stationary storage, EV batteries & charging, Howard, Rodney and Iola address why the hypergrowth of ESS is inevitable.
#lithium #Tesla #electricvehicles
**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
Tuesday May 16, 2023
Tuesday May 16, 2023
A week ago, we hosted Winsome Resources for our very first Patreon-exclusive webinar. Only a few days' later, Winsome's stock has rallied aggressively: rising nearly 32% in 5 days.
Watch as Chairman Stephen Biggins (Founder at Core Lithium) and CEO Chris Evans unpack the case for Winsome Resources' value.
Index:
0:00 - 03:32 Introducing Winsome Resources
03:33 - 06:41 Chairman Stephen Biggins' thoughts on spodumene supply and the market
06:42 - 11:19 Core's offtake agreements with Tesla's suppliers - thoughts on pricing
11:20 - 14:56 Winsome's appeal: The Core Case
14:57 - 22:44 Power Metals and Permitting challenges in WA vs Canada
22:45 - 39:28 The Canada Rocks Thematic: Winsome's thoughts and role
39:28 - 45:30 Quickness to market and closing words
#lithium #Tesla #electricvehicles
**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
Tuesday May 16, 2023
Tuesday May 16, 2023
Will Adams and Jordan Roberts of Fastmarkets join us for a deep dive into the lithium price: how is it structured, what factors affect it, and what's the outlook over the coming months?
Index:
0:00 - 06:01 Introduction. If prices are down, why?
06:02 - 10:56 Inventory building & battery sales. when will we see signals of increased demand?
10:57 - 18:34 Views on ESS going forward
18:35 - 24:26 Would you see lepidolite replacing spodumene?
24:27 - 33:25 Open interest and trading volumes. Concluding words.
#lithium #Tesla #electricvehicles
**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
Tuesday May 16, 2023
Tuesday May 16, 2023
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
Tuesday Apr 11, 2023
Tuesday Apr 11, 2023
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
-----
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
Tuesday Apr 11, 2023
Tuesday Apr 11, 2023
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
Wednesday Mar 22, 2023
Wednesday Mar 22, 2023
Wednesday Mar 22, 2023