Episodes
Tuesday May 14, 2019
E8: Smells Like 1999 Teen Spirit
Tuesday May 14, 2019
Tuesday May 14, 2019
You asked, we answered!!
More banter from Rodney & Howard amidst a flurry of news to end Q1 and begin Q2 with a far brighter outlook than looked possible at the start of the year.
To help you navigate through 67 minutes of pure #LithiumIonRocks! bliss, here's an index of what you'll hear:
Minute
0 - 7:30 - Introduction. Thoughts on Ganfeng/LAC
7:30 - 24:30 - Real Vision Talks Lithium Bull. ALB, LTHM, PLL
24:30 -33:30 - Ken Brinsden & the Thrilla in The Pilbara. PLS
33:30 - 39:30 - Rodney Debunks Fuzzy Demand Math @MorganStanley
39:30-41:30 - Developing Brine Projects - NLC, LPI, LAC
41:30-43 - VW & European Lithium Sustainability/Security - SAV, BCN, INF
43-48 - Dissecting Fellow Lithium Bull from Cormark & Canaccord
48-60 - USA Lithium Security of Supply: Hard Rock PLL, INR & the others
60-68 - Volkswagen Verbatim. Battery Arms Race Meet Scramble for Lithium @Benchmarkmin @FT
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Not Investment Advice. DYOR.
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