Episodes
Tuesday Apr 11, 2023
Lithium Squeeze Box. Q1 Scoreboards.
Tuesday Apr 11, 2023
Tuesday Apr 11, 2023
Howard and Rodney unpack Q1 Scoreboards and news flow following a major short squeeze in many lithium shares caused by Liontown's rejection of Albemarle's $3.4B cash bid.
#lithium #Tesla #electricvehicles
Index:
0:00 - 02:55 Initial debriefing Albemarle's hostile bid for Liontown.
02:56 - 03:45 Q1 Lithium Scoreboard
03:46 - 08:28 Ford's Jim Farley on securing supply
08:29 - 12:05 Sigma and Valuation
12:06 - 13:20 Further discussion of Albemarle's hostile bid for Liontown.
13:21 - 14:47 A note on AVZ
14:48 - 18:35 CME Hydroxide contract, and why are spot prices falling so much?
18:36 - 21:01 Will commodity traders step into the market?
21:02 - 25:38 Unpacking the recent IRA guidance
25:39 - 34:25 Ford's JV, CATL and recent price drops in lithium
34:26 - 35:59 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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