Rock Stock Channel

E39: EMH Czech-ing All Europe's Lithium Boxes

Keith Coughlan, Managing Director of EMH developing Europe's largest and most advanced hard rock lithium project join Howard and Rodney on the back of listing the company's American Depositary Shares on Nasdaq International and as the Czech government signed an MOU for $2B investment in a battery plant 55km away from the company's flagship Cinovec deposit. Discussion covers strong partnerships with Czech state owned utility CEZ, Germany's world class EPCM SMS Group and the path over next 9-12 months to definitive feasibility study, final investment decision and financing.

E38: Still Time to Avoid Lithium Supply Crunch? Fastmarkets’ Will Adams

Will Adams, senior analyst for leading price reporting agency Fastmarkets discusses with Rodney and Howard his views on current supply tightness and rising lithium prices.

Will the current lithium boom peter our like the 2016-2018 period? Or are we in for sustained shortages as suppliers struggle to keep up with rapidly accelerating demand?

 

Not Investment Advice. Do Your Own Research. If you like this video, please click the 'like' button and please also comment so we can improve our content going forward. And please 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 patreon.com/rockstockchannel DISCLAIMER RK Equity is an advisory firm run by Howard Klein and Rodney Hooper. We are exclusively focused on raising awareness about companies producing or developing the next generation critical raw materials that are powering Tesla’s EV Battery Energy Transition, including lithium, nickel, graphite, rare earths and other technology metals. We also track the growing number of EV Battery themed stocks going public through Special Purpose Acquisition Companies. Our clients include developers of greenfield raw materials projects as well as large strategic investors, and investment managers seeking to allocate capital to this rapidly growing sector. Rodney and Howard are not financial advisors or broker dealers and nothing you hear in this video is investment advice. Please do your own research and read the disclaimer at the end of this video or on our website.

E37: Carolina Spodumene Rocks! Piedmont Lithium's Keith PhiLLips

Piedmont's market cap has grown 100X from $10M to $1B+ in 4 years as it has progressed early stage exploration with 19 drill holes on 500 acres in North Carolina to an expected definitive feasibility study this September & potential start of construction in early 2022.

Piedmont CEO Keith Phillips discusses PLL's robust updated economic study, improved sustainability profile and near term strategic objectives both on financing the Piedmont Lithium Project in North Carolina and Piedmont's own consolidation/M&A endeavors in Quebec and possibly elsewhere.

Time Index

0-2:00 - Intro

- new scoping study reflects a near doubling of NPV to $1.9B, steady state EBITDA growing from $230M to $400M, 31% after-tax IRR and 3 year payback period.

2:00-6 - Sustainable Lithium Hydroxide Business

- Independent LCA analysis by Minviro - the preliminary analysis shows 3 key metrics - water use/land footprint and carbon intensity - Piedmont is a stand out in all 3. What drives the numbers on all three? How is it possible for Piedmont's carbon intensity to be only a quarter of China?

6:15-8:15 - Innovative Hydroxide Technology

Piedmont is using a “sulphate free” Metso Outotec process. What are the benefits of this over sulfuric acid roasting process currently used in China and planned for Australia hydroxide projects?

8:30-15:15 - Hydroxide vs. Carbonate, Price Premium

- Why is Piedmont focused on lithium hydroxide rather than carbonate?
- In a world of $100/t a ton carbon taxes we believe the 15t of CO2 per tonne of hydroxide difference with China will mean a $1,500/t premium for Piedmont - do you agree?
- Will we see an even higher price premium in the USA given transport/logistics benefits such as lower inventory needs given close proximity and no risk of import duties?

15:15 - 23:45 - Bigger Production/Stronger Economics/Lowest Cost Global Hydroxide Producer

- The scoping study outlines a near 50% increase in planned production - 30ktpa - presume this is on the back of the increased resource size?
- Considering Carolina head grade of about 1.1% vs. the world’s best hard rock deposit Greenbushes at 2%, how is it that Piedmont can be the lowest cost producer of hydroxide?

24:00 - 33:00 - Strategic Dialogues/Process

- The 2021 study has higher price assumptions for SC6 and LiOH that are similar to current spot prices - are you seeing increased interest in off-take at pricing around the studies assumptions?
- The Capex for the project has grown to ~$800M. What is the timeline for completion of DFS, full financing, financial investment decision, construction start?

33:00 - 38:00 - Piedmont as M&A Consolidator

- Any update on Sayona/North American Lithium?
- Do you see scope for further consolidation of hard rock projects and do you have any plans for additional project investments?
- You have recently appointed Tier One global investment banks JP Morgan and Evercore. What is their mandate?

38:00 - 42:00 - EV, Battery, SPACs, Build Back Better Biden

- How is both public capital markets and government initiatives impacting overall sentiment toward Piedmont in terms of raising funding?
- Might USA and/or Canadian government support be relevant in Piedmont/Sayona financing plans?

NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH
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Intro and outro audio credit: Jamie Klein

E36: S3XY Cells & China Sales w/ Jordan Giesige

In Part 2,  Rodney Hooper interviews Jordan Giesige from the Limiting Factor to discuss big things happening in the US auto market, Battery material bottlenecks, bi-directional charging, Cybertruck & Semi rollout, Lithium shortage, Auto OEMs sourcing battery materials, LFP batteries and Jordan’s videos speculating about Tesla's clay lithium endeavors.

Part 2

0:00 Intro
1:23 US market
3:17 Battery material bottlenecks
8:26 bi-directional charging
10:12 Cybertruck & Semi rollout
15:54 Lithium shortage
17:44 Auto OEMs sourcing battery materials
22:52 LFP batteries
30:03 Jordan’s next video
30:59 Credits

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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.

And please 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 patreon.com/rockstockchannel

Intro and outro audio credit: Jamie Klein

DISCLAIMER

RK Equity is an advisory firm run by Howard Klein and Rodney Hooper. We are exclusively focused on raising awareness about companies producing or developing the next generation critical raw materials that are powering Tesla’s EV Battery Energy Transition, including lithium, nickel, graphite, rare earths and other technology metals. We also track the growing number of EV Battery themed stocks going public through Special Purpose Acquisition Companies. Our clients include developers of greenfield raw materials projects as well as large strategic investors, and investment managers seeking to allocate capital to this rapidly growing sector. Rodney and Howard are not financial advisors or broker dealers and nothing you hear in this video is investment advice. Please do your own research and read the disclaimer at the end of this video or on our website.

E35: E3 Metals - Alberta's Energy Transition. The Next DLE Lithium Standard Copy

In this episode of Rock Stock Channel we are privileged to have E3 Metals CEO Chris Doornbos on the show to discuss updates on recent milestones like their recent PEA, their DLE technology, the size and contents of the Leduc reservoir, how to scale production and much more.

Research Note Much Ado About Unconfined Aquifers?
By Alex Grant and Chris Doornbos
www.jadecove.com/research/muc...​

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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.

And please 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 patreon.com/rockstockchannel

Intro and outro audio credit: Jamie Klein

DISCLAIMER

RK Equity is an advisory firm run by Howard Klein and Rodney Hooper. We are exclusively focused on raising awareness about companies producing or developing the next generation critical raw materials that are powering Tesla’s EV Battery Energy Transition, including lithium, nickel, graphite, rare earths and other technology metals. We also track the growing number of EV Battery themed stocks going public through Special Purpose Acquisition Companies. Our clients include developers of greenfield raw materials projects as well as large strategic investors, and investment managers seeking to allocate capital to this rapidly growing sector. Rodney and Howard are not financial advisors or broker dealers and nothing you hear in this video is investment advice. Please do your own research and read the disclaimer at the end of this video or on our website.

E34: VW's Unsolid Power. Synthetic Graphite's Limiting Factor

In this episode of Rock Stock Channel Rodney Hooper interviews Jordan Giesige from the Limiting Factor discussing VW's Power Day, Solid State batteries, Graphite, Synthetic vs Natural and Silicon doping and a lot more

Time Index

0:00 Intro
1:32 VW Power day
8:28 Natural vs Synthetic graphite
13:44 Battery materials shortage
17:00 Localised Supply Chains
19:56 Novonix
21:31 Graphite outlook
24:40 Credits

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If you like this podcast, please click the like button and please also comment so we can improve our content going forward.

And please 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 patreon.com/rockstockchannel

Intro and outro audio credit: Jamie Klein

DISCLAIMER

RK Equity is an advisory firm run by Howard Klein and Rodney Hooper. We are exclusively focused on raising awareness about companies producing or developing the next generation critical raw materials that are powering Tesla’s EV Battery Energy Transition, including lithium, nickel, graphite, rare earths and other technology metals. We also track the growing number of EV Battery themed stocks going public through Special Purpose Acquisition Companies. Our clients include developers of greenfield raw materials projects as well as large strategic investors, and investment managers seeking to allocate capital to this rapidly growing sector. Rodney and Howard are not financial advisors or broker dealers and nothing you hear in this video is investment advice. Please do your own research and read the disclaimer at the end of this video or on our website.

E33: Talking Dirty. Graphite Anode Bull with Matt Fernley

Dirty or clean? Natural or Artificial? Matt Fernley MD at Battery Materials Review and Head of Research for Westbeck Capital's Volta fund joins Howard and Rodney to discuss all things Graphite. A lot to cover including VW Power day and commitment to Synthetic Graphite, Silicon and solid state batteries, Chinese graphite producers, 2023 graphite shortage and is the future going to be Natural or Synthetic graphite?

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If you like this video, please leave a review so we can improve our content going forward.

And please 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 patreon.com/rockstockchannel

Intro and outro audio credit: Jamie Klein

 

DISCLAIMER

RK Equity is an advisory firm run by Howard Klein and Rodney Hooper. We are exclusively focused on raising awareness about companies producing or developing the next generation critical raw materials that are powering Tesla’s EV Battery Energy Transition, including lithium, nickel, graphite, rare earths and other technology metals. We also track the growing number of EV Battery themed stocks going public through Special Purpose Acquisition Companies. Our clients include developers of greenfield raw materials projects as well as large strategic investors, and investment managers seeking to allocate capital to this rapidly growing sector. Rodney and Howard are not financial advisors or broker dealers and nothing you hear in this video is investment advice. Please do your own research and read the disclaimer at the end of this video or on our website.

E32: Quebec Rocks! Graphite and NEWmaska LiTHiuM

Arne Frandsen, Managing Partner of The Pallinghurst Group, one of the biggest mining private equity firms focused on battery materials, joins Rodney Hooper and Howard Klein just after they "took over the keys" to Nemaska Lithium, following an 18 month due diligence process and CCAA (bankruptcy) proceeding. The three discuss Pallinghurst's stellar track record at bringing projects to fruition, the past present and future plans with Nemaska, including its partnerships with America's #2 lithium producer Livent Corp. The three also discuss Pallinghurst's other world class project in Quebec investment with Nouveau Monde Graphite.

 

Quebec is one of the world's most mining friendly jurisdictions. It also has substantial carbon free energy from hydro electric power. Rich in battery materials lithium, graphite and more, and with a strongly supportive government sponsoring the "Propulsion Quebec" initiative with funding from its investment arm Investissment Quebec, the province has significant potential to become an important pillar in the Energy Transition for a secure and sustainable battery metals for the North American market.

 

If you like the video, please subscribe, like and comment.

 

And for more free content from Rodney and Howard, please register your email at: www.rkequity.com And join us on Patreon: www.patreon.com/lithiumionrocks

 

And follow us on Twitter @lithiumionbull @rodneyhooper13

 

On LinkedIn: https://www.linkedin.com/in/howardklein/ https://www.linkedin.com/in/rodneyhooper/

 

Not Investment Advice. Do Your Own Research. Read Disclaimer

E31: What's Fuelling Gerrit? (GF2)

In part two of our interview with lithium expert Gerrit Fuelling, Rodney Hooper and Howard Klein dig deeper into which project types (rock, salar brine, clay, unconventional brine) and which specific projects in Europe and the USA are most likely to be first into production to meet what looks to be a major potential #lithium shortage and bottleneck by 2023/24.

Gerrit also offers advice for his former employer Albemarle as they enter year-end price mating season with #Tesla and other #EV customers.

Tune in for extensive commentary on developing players in Europe -- European Metals Holdings, SavannahResources, and VulcanEnergyResources; USA/North America - Piedmont Lithium, LithiumAmericas, CriticalElements, Bacanora and many more (Albemarle, Livent, Ganfeng, Orocobre, Galaxy, Infinity, Keliber, E3Metals, CornishLithium, Neometals)

If you like this podcast or YouTube, please "like" and subscribe to the channel, please send any comments/

Please also visit rkequity.com and register for our free newsletter!

And consider joining us on Patreon at patreon.com/lithiumionrocks

Not investment research. DYOR. Read disclaimer at www.rkequity.com

E30: What's Fuelling Gerrit? (GF1)

The Lithium-ion Rocks podcast is back - and better than ever in video format now also on YouTube at Rock Stock Channel!

Also back is one of our most popular guests, lithium expert Gerrit Fuelling, who spent nearly 3 decades at the world's #1 lithium producer Albemarle.

Rodney and Howard agree with other leading industry voices suggesting to "Listen to everything Gerrit says". Gerrit is the only lithium expert commenting publicly with long experience not just with world class brines, but with what has become the more dominant and relevant hard rock technology for the nickel-rich, hydroxide-hungry cathodes Tesla and other western OEMs require.

As a follow up to Rock Stock Channel's 12 minute "Albemarle Throws Lithium Mud at Elon", the first of our two-part, long-form interviews dives deeper into Albemarle's messaging from their October 8th "Teach-in" with investment bank Jefferies.

In the age of battery Terafactories and ludicrous EV growth mode, will the world be able to produce enough lithium in time to meet Tesla and the rest of the world's ambitious goals?

Gerrit argues that, while lithium is fundamentally abundant, there's a real risk that lithium production will significantly lag as EV penetration grows rapidly. Fundamentally a complicated, inorganic specialty chemistry business - scaling lithium production takes time; investments in lithium project development is substantially lagging EV, Battery and cathode plant development.

Credible lithium projects of all types - hard rock, traditional brine, clay and unconventional brine projects will be needed. But, as Albemarle argues, over the next 5 years, hard rock projects will be the quickest and most reliable to market. New projects and new technologies are more likely late this decade and the cost curve will have to rise - potentially significantly - to accommodate what are likely to be higher cost projects. In an industry littered with failed projects - even among conventional projects run by the most experienced producers - investors should be mindful that there are unlikely any new "silver bullets."

How in the world will the lithium industry develop 50 new 20,000 ton capacity hydroxide plants by 2030?

$30-40B + investment is needed in green and brown field development. During the 2016-17 lithium mini-boom many developers advanced projects and are worthy of further investment.

Gerrit hints at a few he rates as relevant, which Howard and Rodney dig deeper into in our next video E31 - What's Fuelling Gerrit (GF2). Stay tuned.

If you like this video, please subscribe to the channel, hit the notification bell, and please comment.

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And consider joining us on Patreon at patreon.com/lithiumionrocks

Not investment research. DYOR. Read video disclaimer.