Episodes
Tuesday Mar 26, 2024
E94: Bottom’s Up Lithium. Canaccord's Reg Spencer
Tuesday Mar 26, 2024
Tuesday Mar 26, 2024
INDEX:
00:00 - Introduction
03:51 - IperionX Reveals Titanium Recycling Breakthrough
08:35 - Titanium Eyed as Strategic Mineral for US
10:33 - IperionX's Market Surge and Revenue Outlook
12:46 - IperionX's Potential Market Impact and Profits
14:12 - Market Timing Discussion and Recharge Note
17:01 - Counter to Negative Lithium Demand Narrative
20:19 - Exploring Macro Comparisons in Lithium Market
24:35 - Concerns Raised Over African Lithium Supply
25:29 - Warning Against Rushed Lithium Projects
26:17 - Advice for Skeptical Investors in Lithium Market
29:38 - Stocks Canaccord Rates Having Most Upside - Galan, Cygnus, Latin Resources, Piedmont Lithium, Winsome Resources
31:47 - Impact of Rising Lithium Prices Explored
33:32 - Supply Cuts and Lithium Mine Viability
34:12 - Assessment of North American Lithium Mine, Piedmont, Sayona
37:48 - Positive Outlook for Galan's Lithium Production
40:33 - Albemarle Auction's Impact on Lithium Market
42:13 - MinRes Land Banking, Acquisition of Poseidon Nickel Infrastructure
43:46 - Australian Stocks and Guangzhou Futures Relationship
46:35 - Updates to Long-Term Lithium Pricing Discussed
48:09 - Suitability of 20% IRR Questioned
_________________________________________________
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
Comments (0)
To leave or reply to comments, please download free Podbean or
No Comments
To leave or reply to comments,
please download free Podbean App.