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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 Mar 22, 2023
Wednesday Mar 22, 2023
Wednesday Mar 22, 2023
Wednesday Mar 22, 2023
Wednesday Mar 22, 2023
Wednesday Mar 22, 2023
Wednesday Mar 22, 2023
Wednesday Mar 22, 2023
Wednesday Mar 22, 2023
Canada Rocks is RK Equity's first and 100% virtual conference. Join expert panelists and industry leaders as they delve deep into the Canadian hard rock thematic. Hear from companies as they discuss what's next for their projects & the industry at large.
Tuesday Mar 21, 2023
Tuesday Mar 21, 2023
Nouveau Monde Graphite is the only US-listed natural graphite play & is working towards secure, sustainable supply for North America. Howard & Rodney chat to CEO Eric Desaulniers about NMG's upcoming projects, partnership with Panasonic and supply / demand in the wake of Chinese Graphite dominance.
Index:
0:00 - 04:14 Introducing Eric Desaulniers & NMG
04:15 - 08:00 The rise of LFP batteries and effect on graphite demand.
08:01 - 12:32 Panasonic partnership
12:33 - 23:24 Financing, dilution, market cap & equity raising
23:25 - 26:30 Analyst coverage & the IRA
26:31 - 30:55 "Can China ramp up production and spoil the party?", concluding words
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
Saturday Mar 11, 2023
Saturday Mar 11, 2023
China's lithium carbonate spot price has fallen over 30% in the past few months. But a number like this only shows part of the picture. Expert Analyst Matt Fernley outlines supply, demand, Tesla Investor Day 2023 and much more in this deep dive into industry.
0:00 - 03:39 Introducing Matt Fernley & the Battery Metals Review
03:40 - 10:16 Long term battery materials prices - higher than you think?
10:17 - 16:08 Spod vs Spot price? Which is best to consider.
16:09 - 18:02 Is China looking to replicate the nickel pig iron moment & disrupt the lithium industry with sodium ion and lepidolite? (Full discussion on Patreon)
18:03 - 19:28 BIG ANNOUNCEMENT!
19:29 - 21:48 Touching on Graphite
21:49 - 52:22 Debriefing Tesla's Investor Day 2023, CATL, GM & Lithium Americas
52:23 - 58:14 Government Policy & concluding words
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