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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
Tuesday May 14, 2019
Tuesday May 14, 2019
The School of Rock = The School of Hard Knocks in Western Australia & Quebec in recent weeks.
The circumstances at Altura and Nemaska are meaningfully different, but nevertheless a great reminder that mining or brining of any type is hard. A Cost Over Run is No Fun, especially if timed when Mr. Market sentiment is looking glass half empty, and a project has substantial covenant-heavy debt.
I Feel Good Altura is a reflection of their "in production" status, relatively uncomplicated SC6 business model, modest working capital need and substantial insider support.
Nemaska's USD 280M hole is more complicated, but unlike the Dead Flowers Valentines sentiment expressed by many, there is still a Glass Half Bull prize in battery hydroxide from high grade hard rock in one of world's best sovereign jurisdictions proximate to the very large North America Auto OEM and battery market.
Will off-take partner LG Chem step up Gangnam Style? And/or will those holding NMX's 900 m shares be inhaling Softbank Vapors and Turning Japanese? Will other Lithium producers step in?
Rodney and I also discuss Livent’s Q4 results, SC6 pricing and the impact on Mineral Resources, Altura, Pilbara and Alliance Minerals. We welcome good news from bellwether Albermarle in Chile and attempt to read the China tea leaves with softer GDP growth amid tight credit, trade and EV subsidy uncertainty & increased local lithium production.
Not Investment Advice. DYOR. Read Disclaimer at www.libull.com
Tuesday May 14, 2019
Tuesday May 14, 2019
In London for episode 3 we discuss the evolving landscape for OEM's and the strategic vulnerability of non-metal producing countries and regions to which the US Senate received an earful this week from Simon Moores at Benchmark Minerals. China, through careful planning, has gained a significant lead in the production of lithium chemicals, batteries & electric vehicles. When will the rest of the world get its act together?
Peter Campbell, the Financial Times auto correspondent agrees there will be a major OEM casualty in the years to come, but which one? David Archer CEO of Savannah Resources discusses the EU lithium-ion battery supply chain and Portugal’s potential place within it.
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Not Investment Advice. DYOR. Read Disclaimer
Tuesday May 14, 2019
Tuesday May 14, 2019
Still bloodied 3 Months after the IPOs of Livent on NYSE and Ganfeng on HKSE, and 10 days before Livent reports Q4 and yearly results and provides 2019 lithium market forecasts, sales and EBITDA guidance, Rodney Hooper explains his widely liked Linkedin note detailing the four pillars to his investment thesis for Ganfeng.
Howard progresses the Philadelphia Freedom Declaration of Independence that not all Lithium is created equal @LiventCorp. The Real Thing.
It is also Lithium-ion Rocks! privilege to welcome our first ever guest,
Guy Bourassa, CEO of a future Livent, future Ganfeng, Softback-backed Nemaska Lithium - Rockin' in the Free World. Low cost Hydro-powered Hydroxide from proprietary IP; a French Canadian Industrial Champion.
And finally, a Casey Kasem-like long distance dedication as we say Goodbye to the Year of the (Black) Dog and Hello to the Year of the Pig.
Subscribe for Free!
Lithium-ion Bull newsletter
www.libull.com
Not Investment Advice. DYOR. Read Disclaimer
Tuesday May 14, 2019
Tuesday May 14, 2019
Lithium-ion Rocks! is a podcast to augment and bring to life the Lithium-ion Bull Investment Blogletter together with a focus on fundamental equity analysis from co-hosts Howard Klein and Rodney Hooper. www.libull.com @HowardKlein10 @RodneyHooper13