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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
Saturday Mar 11, 2023
Saturday Mar 11, 2023
Global Lithium recently released the results of a scoping study for their Manna and Marble Bar projects in Western Australia. MD Ron Mitchell discusses this exciting news, as well as what's next for the up and coming Junior producer.
Index:
0:00 - 6:04 Introduction to Ron Mitchell, his choice to become MD of a Junior and what milestones lie ahead.
6:05 - 15:34 Unpacking the recent scoping study and its results.
15:35 - 18:29 Project locations & logistics.
18:30 - 25:46 The broader outlook on Global Lithium, supply, demand & future exploration plans.
25:47 - 29:48 Production timelines, Marble Bar lithium project & equity.
29:49 - 34:45 Final questions. Closing 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
Monday Feb 20, 2023
Monday Feb 20, 2023
The Loan Programs office holds the keys to $50bn in funding for Critical Materials projects.
We're excited to share this interview with Jigar Shah, head of the LPO, who answers all Howard & Rodney's most pressing questions.
0:00 - 4:43 Pre-interview Banter
4:43 - 8:39 Introduction and context
8:40 - 11:15 Discussing the role of the Loans Project Office, the types of loans on offer and how they work.
11:16 - 15:07 How much capital can the Office deploy?
15:08 - 18:39 A detour to graphite: Does the government distinguish between natural / synthetic? Friendshoring?
18:40 - 25:10 It's time to build - lowering the cost of debt & the LPO's mechanisms
25:11 - 37:07 Albemarle's grant & the Corporate Welfare question
37:08 - 38:57 Implications of extraction technology delays for supply / funding projects outside the US?
38:58 - 41:14 How to recover LPO funding when something goes wrong?
41:15 - 53:48 Ioneer's DFS and partnership with Sibanye - does the LPO need an offttake or DFS to fund? 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
Thursday Feb 16, 2023
Thursday Feb 16, 2023
Howard and Rodney discuss the substantially GREEN lithium equity scoreboard from January as USA auto and government made major news - GM/LAC, Department of Energy/ioneer, Tesla/Piedmont. Is MinRes making a move on Patriot?
Video Index
0 - 4:30 Introduction, supply/demand, ESS upside surprise, January scoreboard
4:30 - 5:47: GM/Lithium Americas investment/off-take
5:47 - 10:20: How might Tesla respond?
10:20 - 13:00: Lithium pricing dynamic
13:00 - 14:00: Lithium snippets from Tesla's earnings call
14:00 - 16:15: Critical Elements, European Metals Holdings, Piedmont
18:00 - 20:45: Mineral Resources investment focus - Patriot Battery Metals or Global Lithium or others
20:45 - 22:00: Consolidation in James Bay region of Quebec
22:00-25:50: Highly prospective spodumene exploration, flow through financing.
#lithium #Tesla #electricvehicles
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
Thursday Feb 16, 2023
Thursday Feb 16, 2023
#Lithium #Tesla #electricvehicles
"Strategic Lithium" to be granted ~$50M in free money from Europe? Rodney and Howard talk again with European Metals Holdings's Keith Coughlan on the back of the European Commission rapidly advancing battery critical minerals policy in response to USA's Inflation Reduction Act.
0:00 - 6:03 Recent news, the Just transition fund & what a grant might support.
6:04 - 13:16 EMH's Capital raising, stock underperformance & the path ahead.
13:17 - 15:57 DFS and flowsheet/ ESG advantages
15:58 - 17:17 PFS and long-term prices
17:18 - 24:17 Offtakes & Macros in Europe
24:18 - Benchmark conference, the history of the project & 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
Thursday Feb 16, 2023
Thursday Feb 16, 2023
Following Piedmont Lithium's amended offtake agreement with Tesla this week, stocks soared. CEO Keith Phillips explains what's next and what to expect from their projects, as well as his philosophy on Big Lithium Value over the coming years.
Index:
0:00 - 5:01 Introducing Piedmont Lithium and its journey to a $1bn market cap.
5:02- 10:24 How Tesla's 2020 Battery Day shout-out led to a stock skyrocket & Piedmont's 'Astute' Sayona Investment
10:25 - 12:08 Rodney Hooper's Sayona Valuation & how pure is NAL's expected product?
12:09 - 14:03 The Carbonate thought process at Sayona Quebec
14:04 - 17:55 Australian projects & Piedmont's global listings.
17:56 - 23:17 Piedmont's Capital raising prospects, IRA and ATMV Benefits
23:18 - 25:12 Atlantic, Tennessee & The Mineral Resource Estimate
25:13 - 29:21 Building a multi-asset company. Piedmont's Team
29:22 - 35:18 How long will the $6000 spodumene concentrate price hold?
35:19 - 43:19 OI Contracts and OEMs, A word on value.
#Lithium #Tesla #electricvehicles
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 Jan 18, 2023
Wednesday Jan 18, 2023
In this inaugural podcast for 2023, Howard and Rodney dive deep into the news flow: what's been happening recently with Tesla, M&A activity and (of course) some words on supply, demand and price.
0:00 - 6:05 Diving into the most recent newsflow.
6:06 - 12:11 Rodney Responds: Will there be a structural deficit? Discussing the demand and price outlook for 2023.
12:12 - 17:02 Bullish on 2023- what about 2024? Digesting the news. Global Lithium.
17:03 - 20:14 Potential pay offs: Good drilling, a low-cost Tesla and upstream deals (Ford, GM, Livent, Liontown).
20:15 - 24:14 What will they talk about at Tesla's Investor day!? Nouveau Monde in Graphite.
24:15 - 30:30 Understanding the RK Equity Scoreboard for 2023. Winsome Resources' Skyrocketing Stock. Galan & LPI.
30:31 - 33:59 Closing words on capital raising, M&A and this year's outlook.
#Lithium #Tesla #electricvehicles
Register your email at www.rkequity.com and follow Rodney and me on Twitter (@lithiumionbull @RodneyHooper13) and on LinkedIn. Please also subscribe to Rock Stock Channel on YouTube 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
Friday Dec 09, 2022
Friday Dec 09, 2022
Following E3 Lithium's $27 million award from Canada's Strategic Innovation Fund, Howard Klein and Chris Doornbos discuss what's next for the metals producer.
Index:
0:00 - 3:37 Introducing E3, Chris Doornbos and their $27 million project.
3:38 - 10:35 Value creation steps from here? Prospects of a pilot
10:36 - 15:52 How does this inform the PFS, processing & consistency of material.
15:53 - 18:01 The DPA and working with the defence force/ federal government?
18:02 - 21:19 Value for shareholders.
21:20 - 23:27 Imperial partnership
23:28 - 32:42 The infrastructure funding & DLE Lithium Stories. What could we, as equity holders, expect in the next 12 months?
32:43 - 35:29 Would large fund raising speed the process along?
35:30 - 37:12 The reason we're doing this: "Canada's writing cheques" and the E3 Team.
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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
Saturday Dec 03, 2022
Saturday Dec 03, 2022
Rodney Hooper shares takeaways & commentary from his presentations at Benchmark Minerals Week in Los Angeles, 121 Mining Conference in London and following Tesla, Albemarle, Livent and SQM earning results.
#Tesla #Lithium #electricvehicles
Index:
0:00 - 1:03 Overview: 121 Conference, Benchmark Conference, Rodney's recent report and earnings season from Livent, Albemarle, Tesla and SQM
1:04 - 7:29 ICYMI: 121 and Benchmark Mining Conferences in LA and London
7:30 - 16:39 Addressing Goldman Sachs's negative lithium note/ differences in forecasts
16:40 - 18:10 GS argument for front-loading of supply via subsidies
18:11 - 20:25 Rodney's recent report on Piedmont
20:26 - 22:55 A look at re-ratings
22:56 - 24:33 Rodney's 121 Presentation and insights from London
24:34 - 27:43 Earnings call discussion: SQM, Livent and Albemarle
27:44 - 31:41 General commentary on EV market growth
31:42 - 35:21 Mineral resources AGM notes
35:22 - 37:55 Elon Musk Software Speculation
37:56 - 39:58 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
Sunday Nov 27, 2022
Sunday Nov 27, 2022
In this post-Midterms discussion, Ben Steinberg of Venn Strategies and Howard Klein unpack policy, political happenings, and their implications for the battery metals supply chain.
Index:
0:00 - 3:22 Midterm Election context, introduction to Ben Steinberg, Venn Strategies
3:23 - 4:50 The Battery Metals and Technology Coalition
4:51 - 9:23 Explaining our Grant spreadsheet summary and how this funding is transferred/ Concern about mining (patreon bonus)?
9:24 - 13:29 Could there be funding for mining?
13:30 - 17:54 Is there movement on grant funding for mineral projects?
17:55 - 22:28 "Carrot before the stick": USTR Tariffs, minerals securities partnership & the state department.
22:29 - 27:05 The Energy Transition: Captive Supply Chains?
27:06 - 29:19 Grant negotiations
29:20 - 33:54 Legislation in Canada & the US: Is the playing field level?
33:55 - 39:03 Biden's Legislation & The potential of projects to fail?
39:04 - 40:21 Could the battery raw metals production/ supply chain be an olive branch to ratchet down overall geopolitical tensions- and facilitate more Chinese-American partnerships?
40:22 - End SQM and Closing comments
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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/lithiumionrocks
-----
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 Nov 08, 2022
Tuesday Nov 08, 2022
Signed, Seal'd & Delivered. Critical Elements CEO Jean-Sébastien Lavallée discusses what's next now that he's received FINAL PERMITS for the Rose project in Quebec.
#lithium #electricvehicles #tesla
Index:
0:00- 4:49 Introducing JS and the Rose project.
4:50 - 6:30 Discussing the Rose project economics
6:31 - 7:58 Forecast pricing deck comparison, shifts in Capex.
7:59 - 9:26 Market timing and the ideal offtake partner.
9:27 - 17:09 Optionality and the feasibility study, the technical grade glass market.
17:10 - 19:30 Obtaining permits and fundraising.
19:31- 21:22 Next steps in the negotiation process?
21:23 - 24:14 Is there any prospect of grant/ soft funding?
24:15 - 29:29 Financing debt and timelines.
29:30 - 32:12 European partners on the horizon ?
32:13 - 35:33 Next steps for mining if something substantial is found?
35:34 - 36:47 Infrastructure near the Rose site.
36:48 - 41:17 Production prospects for 2024. Value for investors?
41:18 - 42:24 Concluding remarks
Consider joining us on Patreon at www.patreon.com/rockstockchannel
Please subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content. And click the 'like' button and comment so we can improve our content going forward.
To access our free newsletter, register your email at www.rkequity.com
Follow Rodney and Howard on Twitter (@lithiumionbull @lithiumionrocks @RodneyHooper13) and on LinkedIn.
-
DISCLAIMER
NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH
Welcome to Rock Stock Channel. Today we start a new series of individual short videos on raw materials companies that we think should benefit from the rising demand from electric vehicles, energy storage and other clean energy technologies.
No payment has been paid in connection with the preparation of this video and all Rodney’s comments and research are his own independent opinions. 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