Episodes
Tuesday Dec 12, 2023
RK Equity Presents: Revolutionize or Rust: Legacy Wake-Up Call!
Tuesday Dec 12, 2023
Tuesday Dec 12, 2023
Rodney Hooper presents his latest thoughts at the 121 Mining Conference in London November 2023
INDEX:
0:35 - Executive Summary
3:31 - Where Are Inventories?
5:32 - Global Brands BEV Quarterly Sales
6:16 - Price Parity Before Subsidies
7:58 - Not All EVs Are Created Equal
8:45 - Profitability Matters
11:45 - China OEM Share of EV Exports
12:25 - Political Concessions & Shifts
13:14 - Transition Away From EV Subsidies To Mass Adoption
15:17 - BESS Cell and System Production Growth
16:28 - The Economics of Lithium
17:41 - Long-Term Fair Value Price
19:11 - Conclusion
#lithium #electricvehicles #Tesla
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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 https://www.rkequity.com
Intro and outro audio credit: Jamie Klein
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