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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
Friday Oct 28, 2022
Friday Oct 28, 2022
INDEX
0:00 - 2:12 Introductions and context.
2:13 - 4:11 Michael White, Piedmont Lithium CFO, on Exponential Growth and North American Lithium.
4:12 - 09:51 Christobal Garcia-Huidobro on Lithium Power in Chile: What are people missing?
09:52 - 15:49 Emily Hersh of Luna Lithium on minerals in America and policy.
15:50 - 20:49 Erez Ichilov of Traxys Battery Materials on investment strategy.
20:50 - 29:28 Howard Marguilis of Maxen Capital Advisors on OEMs and intermediating Big Oil's investment in Lithium. DLE Technology.
29:29 - 40:30 Brine exploration, sustainability and the use of DLE technologies.
40:31 - 47:00 Hard rock and growth: Piedmont's promising projects.
47:01 - 49:00 Funding projects and re-investment.
49:01 - 50:38 Questions from the panel: Doing business in Ghana?
50:39 - 55:32 Recruiting technical talent.
55:33 - 1:07:27 Questions from the audience.
1:07:28 - 1:08:14 Concluding words.
Many thanks to the team at Assay and 121 for editing and preparing the centrepiece of this video, as well as for hosting us.
Please 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.
Please 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
Monday Oct 24, 2022
Monday Oct 24, 2022
In this address at the 121 Mining Conference, Howard speaks about lithium, its potential, and important trends within this investment space.
INDEX:
0:00 - 2:52 Introduction and the creation of RK Equity's media.
2:53 - 4:13 Lithium's Growth Potential
4:14 - 5:54 The Lithium Equity Market: Will it crash? Pricing trends and M&A's.
5:55 - 08:32 The Higher Love Narrative, and Lithium's Bullish Indicators.
08:33 - 10:35 Li Fe is Good. Gold is Old. The return of commodities.
10:36 - 11:50 A Case Study: SQM Aramco
11:51 - 12:43 Spodumene Software.
12:44 - 13:18 Lithium Unicorns
13:19 - 15:43 Are inflation & rising interest rates good or bad for lithium and commodity equities?
15:44 - 16:53 The Declaration of (Lithium) Independence
16:54 - 18:31 Concluding words
Many thanks to the team at Assay and 121 for editing and preparing the centrepiece of this video, as well as for hosting us.
Please 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.
Please 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
Wednesday Oct 12, 2022
Wednesday Oct 12, 2022
In this interview with Len Kolff, interim CEO of Atlantic Lithium, $ALL is revealed about their recent ASX listing, the progress of their Ewoyaa project in Ghana, and what the future might hold for a re-rating.
INDEX
0:00 - 3:32 Setting the scene
3:44 - 8:50 Background to Len Kolff and the Atlantic Story in Ghana
8:51 - 13:03 Where is Atlantic today? Unpacking Atlantic's recent prefeasibility study (PFS) and mine life.
13:04 - 15:08 What is the timeline to production?
15:09 - 28:15 Explaining the joint venture with Piedmont: How it started and why it's working.
28:16 - 33:00 Atlantic's ASX Listing.
33:00 - 34:47 Concluding words.
Wednesday Oct 12, 2022
Wednesday Oct 12, 2022
Peter Hannah of Fastmarkets discusses his insightful new 3-part article covering:
How is spodumene priced?
How should spodumene be priced?
Why should you care how spodumene is priced?
Join us on Patreon to access this interview's exclusive extended cut: https://www.patreon.com/rockstockchannel
INDEX
00:00 - 04:49 Introducing Peter Hannah, a bit of background, and takeaways from the Barcelona Fastmarkets Conference.
04:50 - 10:28 Debriefing SGX's carbonate contract and the evolution of price indexes/ derivative contracts.
10:29 - 13:31 Spodumene, and how might Albemarle's pricing affect their mining contracts?
13:32 - 16: 25 "Can spodumene create its own market and price for itself, and be the driver for hydroxide prices?"
16:26 - 18:42 Discussing Peter's 3-part series on spodumene pricing: Funding projects and financial instruments.
18:43 - 22:14 Green Aluminium and sustainability: Will there be a green premium for lithium? And a word on security of supply and European policy.
22:15 - 28:33 Will speculation cause volatility in pricing for carbonate contracts? IORs, spot price indexes and banks: Will they play in the spodumene market?
28:34 - 30:16 A unit trust for lithium? Commenting on Sprott's recent development.
30:17 - 33:02 Why should people care about lithium pricing? Midstream potential projects.
33:03 - 38:44 Chris Ellison, the lithium deficit and spodumene pricing mechanisms.
38:45- 40:22 Concluding remarks.
Please 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.
Please 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
Wednesday Oct 05, 2022
Wednesday Oct 05, 2022
Corporate activity is the focus of this final segment of Global Lithium-ion Rocks. Joe Lowry talks with Rodney Hooper and Howard Klein about high prices for some lithium developers, recent off-take agreements, and new entrants to the industry, while speculating on which major and minor producers might get acquired.
#Lithium #Tesla #electricvehicles
Index:
00:00 - 03:09 What acquisition deals have been in action recently? Did Ganfeng overpay for Lithea?
03:10 - 08:47 Thoughts on the spot pricing of spodumene by Mineral Resources vs Albemarle's long-term hydroxide contracts.
08:48 - 12:33 MinRes and Ganfeng's offtake restructuring: How does it work? + A few words on pricing.
12:34 - 17:48 Joe's global viewpoint on Lithium and the hydroxide market.
17:49 - 22:48 Producers buying producers: Who might buy Livent/ Pilbara/ Allkem? Oulooks on potential acquisitions.
22:49 - 25:43 Glencore to buy Pilbara? And the future of Lithium investments.
25:44 - 28:59 What role will Japan and Korea be in resource investing/ serving the global supply chain?
29:00 - 33:42 OEMs and off-takes: What's the likely outcome for projects with uncommitted partners?
33:43- 37:00 Big Oil's investments in the battery space.
37:01 - 41:57 Multi-project Juniors: Which projects will generate more cash flow?
41:58 - "Where is the best bang for your buck if you were to invest in the sector right now, ?"
Please 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.
Please 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: a 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
Saturday Oct 01, 2022
Saturday Oct 01, 2022
In Part Two of our collaboration with Mr. Lithium Joe Lowry, Global Lithium and Lithium Ion Rocks discuss #Lithium geopolitics: secure, sustainable supply chain.
Keep an eye out for part 3, where we take a close look at corporate activity: M&A's, offtakes, incumbents and developers.
#Tesla #electricvehicles
Index
00:00 - 08:20 Thoughts on the inflation reduction act: Will it level the playing field? Can the USA be self-sufficient?
08:21 - 14:11 Is there a risk of demand destruction based on the high prices forecast?
14:12 - 18:05 China, Tesla and the raw materials shortage: a rounding error?
18:05 - 22:21 Shipping spodumene.
22:22 - 23:57 What's a short term and medium term solution to have conversion?
23:58 - 27:37 South American brine to hydroxide refining.
27:38 - end Thoughts on SQM's investor day.
Please join us on Patreon at www.patreon.com/lithiumionrocks
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.
Please 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
Tuesday Sep 27, 2022
Tuesday Sep 27, 2022
In this first episode of our much-awaited 3 part collaboration with Mr Lithium, Joe Lowry, Global Lithium and Lithium Ion Rocks come together to discuss supply, demand and price for spodumene, carbonate and hydroxide.
Keep an eye out for part 2, which covers geopolitics, industrial policy and
supply security, as well as part 3, where we take a close look at
corporate activity: M&A's, offtakes, incumbents and developers.
Index
00:00- 03:15 Introducing the Global Lithium Ion Rocks Partnership
03:15 - 07:56 Friendly banter
07:56 - 08:19 Overview of conversation topics
08:19 - 18:10 Supply, Demand and Price: What's the difference between your forecasting?
18:10 - 22:04 Chris Ellision, Spodumene supply and the performance of Mt. Marion
22:04 - 25:39 What does Joe think the average spoudemene prices will be in 2024? SQM vs Albemarle.
25:39 - 30:05 Is the market pricing in long-term forecasts? Sigma, Core, NAL, uncontracted tons and demand.
30:05 - 35:29 Financing in the Lithium space, pricing spodumene, hydroxide:
How much spodumene is currently converted, and how will this % shift?
35:30 - end In future, could spodumene price decouple from hydroxide?
Please 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.
Please 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
Sunday Sep 25, 2022
Sunday Sep 25, 2022
How does a team from Sayona and Piedmont work together to revive a North America Lithium mine? Patrick Brindle shares insight into the road so far, the journey ahead and what can be expected from their Quebec-based North America Lithium Money Printer.
Index:
0:00 - 4:15 Introducing Patrick Brindle and background to Piedmont.
4:15 - 7:00 What happens after raising capital for the Carolina plant?
7:00 - 10:47 Expected production timeframes.
10:47 - 11:13 Updates on plant progress?
11:13 - 19:05 How the Sayona/ Piedmont joint venture works, and decision-making regarding carbonate production.
19:05 - 23:54 Does carbonate make sense? Commitments to Canadian government.
23:54 - 36:20 The equity dilution perspective, demand strengthening and local OEMs.
36:20 - end Conclusions and closing.
Please join us on Patreon at www.patreon.com/lithiumionrocks
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.
Please 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
Wednesday Sep 21, 2022
Wednesday Sep 21, 2022
Is #ElonMusk listening to fellow billionaires Robert Friedland, Jim Litinsky and Chris Ellison who print money mining & refining rock? Is a Teslandia world part of Master Plan 3? Is one or more spodumene, nickel or graphite projects in Elon's sights?
#Lithium #nickel #graphite #rareearths 🐂
0:00 - 2:05 Introduction
2:06 - 4:52 Howard provides background on the clean energy investment sector and recent large investments made by major strategic investors
4:53 - 14:56 Video footage of Robert Friedland, James Litinsky and Chris Ellison discussing the battery and magnet supply chain for EVs and the difficulties that downstream customers will face as shortages loom
14:57 - 25:30 Howard discusses the downfall of speculative SPACs and how mining companies are well positioned from "refining billions". Companies mentioned include Nouveau Monde, Talon, Sigma, Mineral Resources, Piedmont Lithium, Sayona Mining, Winsome Resources, European Metals Holdings, Critical Elements and Frontier Lithium
25:31 - End
Saturday Sep 10, 2022
Saturday Sep 10, 2022
Pilbara's new Managing Director Dale Henderson discusses record cash generation, path to 1M ton spoduemene production, POSCO hydroxide JV, Calix midstream R&D project as well as broader market (supply, demand and price) and corporate strategy (M&A vs. dividends/buybacks)
#Lithium #Tesla #electricvehicles
Video Index
0:00 - 1:25 Introduction
1:26 - 11:15 Q&A with Rodney - There's lots of cash sitting in the treasury, is this earmarked for spending, or will Pilbara become a dividend paying company? Historically selling spodumene to China was the only game in town; in your mind, is that changing? Pilbara is partnering with Calix in the midstream space - is this venture something that could become a meaningful line item for the company? What are the products available from this stream, and what are the benefits of going this route? The current difficulties around securing labour in WA - is that a short-term issue that will resolve itself over time? The BMX auction platform has been a huge success - will Pilbara expand sales volumes using this method?
11:16 - 22:25 Q&A with Howard - How much "free" tonnage does Pilbara have to sell on the BMX auction platform? What strategy maximizes value for shareholders? When you think of your relationship with Posco, do you look at the operating margin in a similar way that Mineral Resources does with its arrangement with Ganfeng?
22:26 - 24:57 Q&A with Rodney - It looks as if spodumene concentrate grades are drifting downwards closer to 5.5%, is that the new 6% or will grades climb upward in the future? The only way RK Equity sees prices falling is if undisciplined tonnage comes online. Do you see any risk of that happening?
24:58 - Q&A with Howard - How does Pilbara view potential M&A? Have you thought about shipping ore from WA to Europe or the USA? Pilbara's thoughts on long-term prices and reflections on the markets. Is there a takeover risk?
37:20 - End
Please join us on Patreon at www.patreon.com/lithiumionrocks
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.
Please 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