Rock Stock Channel

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Rock Stock Channel™ is a vibrant and engaging look at the mining and chemical industry supplying the lithium-ion battery-fuelled disruption of the Transportation and Utility industries.

Episodes

Saturday Mar 23, 2024

E93: Catalyst Rich. w/ Atlantic Lithium

Saturday Mar 23, 2024

INDEX:
05:24 - Atlantic Lithium's ($ALL) Project Updates
06:43 - Neil Discusses Economics and Future Plans
09:04 - $ALL Aims for 50M Ton Resource
10:44 - Strong Financial Outlook and Milestones
12:59 - MIF's Role in Operations
15:09 - Atlantic Lithium to List on Ghana Stock Exchange
17:22 - Mid-Year Permitting and Funding Goals
23:42 - Exploring Expansion Plans
25:41 - Reflecting on $ALL's Journey and Growth
26:55 - Atlantic & Insider-Buying
29:54 - Understanding Assore's Involvement and Bids
33:27 - Assore's Long-Term Strategy for Atlantic Lithium
35:59 - Significance of Upcoming Milestones

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Links 🌍
Lithium Royalty Corp: https://lithiumroyaltycorp.com/home/default.aspx
RK Equity Website: https://rkequity.com/
Patreon: https://www.patreon.com/rockstockchannel
Podcast:
Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172
Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648
X (Twitter):
Howard: https://twitter.com/LithiumIonBull
Rodney: https://twitter.com/RodneyHooper13
_________________________________________________

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 https://www.rkequity.com

Intro and outro audio credit: Jamie Klein

Friday Mar 15, 2024

E92: Rising Up. Arcadium Lithium’s CEO Paul Graves

Friday Mar 15, 2024

INDEX:
00:25:15 - HQ Move and Board Meeting
00:27:50 - CEO on Lithium Pricing, Investments
00:31:00 - Capital Costs, Strategy
00:33:59 - Market Volatility, Pricing
00:39:03 - Argentina Solves Short Carbonate Issue?
00:40:28 - Technical Grade Shift, Sales
00:43:22 - Sal de Vida, Transport
00:45:39 - Naraha Hydroxide
00:50:50 - Third-Party Chloride?
00:54:11 - $30M DLE Venture.
00:58:57 - Quebec Strategy Analysis.
01:04:36 - Ford Nemaska Deal
01:07:30 - Arcadium's OEM Financing Plans
01:10:35 - Ioneer Lithium Carbonate Strategy Adjustments
01:25:51 - Lithium Metal Business Stability
01:16:28 - Technical Grade Carbonate Future
01:19:11 - China Advantage. IRA Compliance
01:24:06 - Lithium Industry's Second Mover Advantage
01:26:50 - Quebec Lithium Industry Interest
01:29:33 - Lithium Industry Supply Chain Focus
01:34:04 - Project Delivery Accountability
01:37:56 - Lithium Market Trends Analysis
01:43:04 - Rising Lithium Industry Costs
01:46:07 - Arcadium's Credit Rating Approach

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Links 🌍
Bank of America fireside chat: https://bofa.veracast.com/webcasts/bofa/globalagriculture2024/idblLf7j.cfm

BMO fireside chat: https://ir.arcadiumlithium.com/investors/financials-and-filings/calendar-of-events/event-details/2024/BMO-Global-Metals-Mining--Critical-Minerals-Conference-Fireside-Chat-with-CEO-Paul-Graves-2024-4vk3VzJjN1/default.aspx

Arcadium Q4 Conference Call: https://ir.arcadiumlithium.com/investors/financials-and-filings/calendar-of-events/event-details/2024/Arcadium-Lithium-Q4-2023-Earnings-Webcast-Conference-Call/default.aspx

Lithium Royalty Corp: https://lithiumroyaltycorp.com/home/default.aspx
RK Equity Website: https://rkequity.com/
Patreon: https://www.patreon.com/rockstockchannel
Podcast:
Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172
Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648
X (Twitter):
Howard: https://twitter.com/LithiumIonBull
Rodney: https://twitter.com/RodneyHooper13
_________________________________________________

DISCLAIMER

NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH

Intro and outro audio credit: Jamie Klein

Sunday Mar 10, 2024

E91: Benchmark's Lithium Price Forecast. w/ Daisy Jennings-Gray

Sunday Mar 10, 2024

INDEX:
02:20 - Analyzing Goldman Sachs' Lithium Forecast Reliability
08:32 - Benchmark's Insights on Lithium Market Stability
13:44 - Impact of Lower Prices on Lithium Supply Growth
19:21 - Will Low Prices Hinder Investment in Western Supply Chains?
24:24 - Vertical Integration Challenges in Coping with Low Prices
28:08 - African & Chinese Lithium Supply and Demand: Outlook Amid EV Competition
32:11 - Resilience of EV Market: Demand Outlook Amid Price Changes
35:48 - EV Market Penetration: Consumer Preferences and Battery Types

DISCLAIMER

NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH

Intro and outro audio credit: Jamie Klein

Monday Mar 04, 2024

E90: Lithium’s Leap Year. w/ Matt Fernley

Monday Mar 04, 2024

INDEX:
01:03 - Lithium Price Projections: How High Could They Go?
06:13 - Supply Chain Understanding: Why Were Forecasts Off?
09:28 - Evaluating Lithium Supply: Impact of China's Investments?
14:37 - Factors Affecting Lepidolite Production in China?
22:02 - Market Trends: Role of Chinese Future Prices
24:17 - Global EV Market: Bold Growth Prediction
30:46 - Market Recovery Shapes: Debating Lithium Prices
33:23 - Investing in Lithium Industry: Where to Look?
41:09 - China's Economic Narrative Beyond EVs Explored

DISCLAIMER

NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH

Intro and outro audio credit: Jamie Klein

Saturday Mar 02, 2024

E89: Lithium. Primed For Takeoff. TD Cowen's David Deckelbaum

Saturday Mar 02, 2024

INDEX:
02:26 - Market Review: Can Lithium Prices Keep Going Up?
04:51 - China's Lithium Supply: What's Driving Price Changes?
08:53 - Investor Feelings: Is the US Market Still Gloomy?
11:14 - Electric Vehicle Trends: Are People Interested in Other Cars?
13:36 - Investment Discussion: Should You Buy Lithium Stocks Now?
16:35 - Long-Term Plans: Stick with Lithium Stocks or Not?
20:32 - Valuing Lithium Companies: How to Handle Market Changes?
23:09 - Chinese Influence: How Does It Affect Lithium Companies?
24:36 - Lithium Price Limits: When Do Electric Cars Make Sense?
28:17 - Arcadium Merger: What's It Mean for Investors?
35:19 - Piedmont Lithium: Should You Buy Despite Concerns?
40:19 - Construction Risks: Is Piedmont More Risky?
43:30 - Lithium Americas: What's the Future Without DOE Loan?
47:24 - Lithium Americas Argentina: CEO Change and Stock Target Price.
50:24 - Risks for Lithium Americas Without Loan.
55:30 - Should Investors Own Lithium Royalty Corp?

DISCLAIMER

NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH

Intro and outro audio credit: Jamie Klein

Thursday Feb 22, 2024

Rock Stock Recap E9: Lithium Squeeze Box?!

Thursday Feb 22, 2024

INDEX:
00:00:00 - Introduction

00:02:05 - Albemarle's Misreading of the Market
[CATL, Albemarle]

00:04:35 - Bloomberg Article pn Chinese Economy's Impact on Lithium Market
[CATL]

00:07:41 - RIU Conference Echoes Optimism Despite Lithium Market Sell-Off

00:17:01 - Market Focus Shifts to Supply Adjustments for Lithium Pricing Boost

00:23:29 - Surge in Lithium Projects Draws Funding
[Sigma]

00:33:02 - Lithium Industry M&A Activity in Western Australia

00:38:51 - Future Lithium Price Trajectory and its Impact on Company Valuations

DISCLAIMER

NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH

Intro and outro audio credit: Jamie Klein

Friday Feb 09, 2024

E88: Lithium Pearl Jam. Wilsons Advisorys' Sam Catalano

Friday Feb 09, 2024

INDEX:
0:00 - Introduction

6:04 - Profitability Still Achievable in Volatile Lithium Market Despite Structural Changes

8:08 - Methodology Behind Long-Term Lithium Pricing Models and Project Viability

13:23 - Significant Price Increase Needed to Incentivize Lithium Project Development

15:34 - Viability of Low-Grade Lepidolite as Alternative Lithium Supply

19:56 - Concerns Over Potential Overcorrection in Lithium Pricing Amidst Recent Production Cuts and Rationing

20:57 - Risks of Market Pivot Towards Lithium and Impact on Supply Chains

25:19 - [Alcoa, Albemarle, Arcadium] Parallels Between Lithium Industry's Evolution and Quality Bias in Matured Steel Industry

30:03 - [Alcoa, Rio Tinto] Profitability and Future Trajectory of Lithium Industry Amid Uncertainties

32:34 - [Sichuan Yahua, Pilbara, Chengxin] Lithium is becoming more commoditized

35:33 - [Atlantic Lithium, Liontown, Leo Lithium, Core Lithium, Ioneer] - Atlantic's Position Despite Quality Assets Amid Bid Activity Discrepancies

42:54 - [Sayona, Lake Resources, AVZ Minerals] Influence of Retail vs. Institutional Ownership on Stock Valuation

51:08 - Mali's Political Instability and its Impact on Leo Lithium's Future

55:09 - [Gangfeng] Industry Dynamics Shift as China Expands Operations in Africa Amid Political Uncertainty in Mali

59:06 - [Liontown] Funding Gap Looms Large as Liontown's Breakeven Price Exceeds Current Market Rates

1:02:01 - [Core Lithium] Core Lithium Shutdown: What Price Reopens the Door?

1:04:26 - [Liontown] - How confident are you in Liontown's study compared to Core Lithium's

1:06:23 - [Ioneer] - Why is Ioneer your long-term prospect?

#lithium #electricvehicles
_________________________________________________

Thank you to our Patrons for supporting the channel.

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 https://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 https://www.patreon.com/rockstockchannel
_________________________________________________

DISCLAIMER

NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH

Intro and outro audio credit: Jamie Klein

Tuesday Feb 06, 2024

E87: Lithium Limbo. Euroz Hartleys' Trent Barnett

Tuesday Feb 06, 2024

INDEX:
4:18 - Lithium Prices Too Low, Maintains Long-term Forecasts

7:13 - $2,000 Spodumene Price Needed to Revive Industry

9:46 - Potential Supply Caps Amid Spodumene Price Rebound

15:57 - Feasibility Study Figures, Highlights Lower-than-Expected Recovery Rates

18:04 - Pricing Models and Operating Margins Amidst Lithium Sector Challenges

22:32 - Disparity in Lithium Capex Costs Between China and Other Markets

26:10 - Potential Chinese Dominance in Western Auto Market

30:02 - Concerns Raised Over Efficiency and Competitiveness of US EV Industry Compared to China. Is the ROW going electric?

33:10 - Winsome, Europen Metals and Pilbara's Valuation Amid Shifting Focus on Chinese Demand. Could Pilbara be the new force in lithium?

39:29 - Comparing Goldman Sach's Lithium Predictions to Past Iron Ore Misjudgments, Raising Questions on Accuracy

43:03 - When will we return to $2,000 Spodumene?

#lithium #electricvehicles
_________________________________________________

Thank you to our Patrons for supporting the channel.

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

And finally, if you find value in our content, please consider joining us on Patreon at https://www.patreon.com/rockstockchannel
_________________________________________________

DISCLAIMER

NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH

Intro and outro audio credit: Jamie Klein

Wednesday Jan 31, 2024

E86: Take it Easy: Lithium with Daniel Jimenez

Wednesday Jan 31, 2024

INDEX:
0:00 - Introduction

3:52 - Predictions For Lithium Prices to Soar to $35,000 This Year

6:46 - China's Lepidolite and Africa's Spodumene: Price Speculations

11:51 - Long-Term Viability of Chinese Lepidolite Amid Rising Lithium Demand

16:47 - SQM's Ability to Meet Production Growth Targets Amid Chilean Government Relations Concerns

22:10 - SQM's Investment Plans During Lower Capex Estimates

30:23 - SQM's Negotiated Terms for Atacama Operations Beyond 2030

34:18 - Strategic Moves of Lithium Players in Western Australia

41:32 - Galan Progresses with Lithium Chloride Production, Eyes Export Markets

45:44 - Timing of Export License for Galan Lithium Project Expected Within Next Few Months

46:56 - Who Can Process Lithium Chloride Besides China?

49:58 - Surveying Global Lithium Landscape: Where to Invest in the Next 1-5 Years?

#lithium #electricvehicles
_________________________________________________

Thank you to our Patrons for supporting the channel.

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

And finally, if you find value in our content, please consider joining us on Patreon at https://www.patreon.com/rockstockchannel
_________________________________________________

DISCLAIMER

NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH

Intro and outro audio credit: Jamie Klein

Sunday Jan 28, 2024

Rock Stock Recap E8: Albemarle to the Rescue?!

Sunday Jan 28, 2024

INDEX:
2:18 - Lithium Demand Shift Sparks Speculation on Albemarle and Arcadium's Strategic Moves

4:37 - Potential Cutbacks in Greenbushes Production Raises Questions for Albemarle and Arcadium

8:14 - Evaluating Sayona: Does James Brown have another Altura on his hands?

14:07 - Evaluating Future Lithium Prices: OEMs' Hedging Opportunities and Reinvestment Economics

18:55 - Macro Insights: Elections, Global Investments, and EV Sales Trends Influence Market Sentiment

20:09 - Frustration Mounts as Lithium Market Dynamics Lean Towards China Dominance

21:02 - Geopolitical Shifts and Lithium Prices: Analyzing the Road to $50 per Kilowatt Hour Batteries

23:55 - The Puzzle of Low-Priced EVs: Geopolitical Factors and Subsidies Examined

25:18 - North American Lithium Triangle: Partnerships and Projects Drive Industry Growth

27:08 - Anticipation Builds: Potential Market Correction with Albemarle's Greenbushes Decision

#lithium #tesla #electricvehicles
_________________________________________________

Thank you to our Patrons for supporting the channel.

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

And finally, if you find value in our content, please consider joining us on Patreon at https://www.patreon.com/rockstockchannel
_________________________________________________

DISCLAIMER

NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH

Intro and outro audio credit: Jamie Klein