Rodney Hooper on Tour: Benchmark Minerals Week/121 Mining Conference.

Rodney Hooper shares takeaways & commentary from his presentations at Benchmark Minerals Week in Los Angeles, 121 Mining Conference in London and following Tesla, Albemarle, Livent and SQM earning results.

#Tesla #Lithium #electricvehicles 

Index:
0:00 - 1:03 Overview: 121 Conference, Benchmark Conference, Rodney's recent report and earnings season from Livent, Albemarle, Tesla and SQM
1:04 - 7:29 ICYMI: 121 and Benchmark Mining Conferences in LA and London
7:30 -  16:39 Addressing Goldman Sachs's negative lithium note/ differences in forecasts
16:40 - 18:10 GS argument for front-loading of supply via subsidies 
18:11 - 20:25 Rodney's recent report on Piedmont
20:26 - 22:55 A look at re-ratings
22:56 - 24:33 Rodney's 121 Presentation and insights from London
24:34 - 27:43 Earnings call discussion: SQM, Livent and Albemarle
27:44 - 31:41 General commentary on EV market growth
31:42 - 35:21 Mineral resources AGM notes
35:22 - 37:55 Elon Musk Software Speculation
37:56 - 39:58 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