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Lithium-ion Rocks!™ 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
Tuesday Mar 21, 2023
Tuesday Mar 21, 2023
Nouveau Monde Graphite is the only US-listed natural graphite play & is working towards secure, sustainable supply for North America. Howard & Rodney chat to CEO Eric Desaulniers about NMG's upcoming projects, partnership with Panasonic and supply / demand in the wake of Chinese Graphite dominance.
Index:
0:00 - 04:14 Introducing Eric Desaulniers & NMG
04:15 - 08:00 The rise of LFP batteries and effect on graphite demand.
08:01 - 12:32 Panasonic partnership
12:33 - 23:24 Financing, dilution, market cap & equity raising
23:25 - 26:30 Analyst coverage & the IRA
26:31 - 30:55 "Can China ramp up production and spoil the party?", concluding words
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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
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