Episodes
Sunday Jun 11, 2023
E74: USA for Africa for Tennessee - Atlantic Lithium
Sunday Jun 11, 2023
Sunday Jun 11, 2023
"Only five people know how to run a spodumene mine. And you've got one of them."
Neil Herbert, Chairman of Atlantic Lithium, recalls these words from a recent conference about new CEO, Keith Muller, joining the company.
Tune in for an in-depth discussion with Keith & Neil following the publication of Rodney's latest research note. Hear more about Atlantic's progress on the Ewoyaa project with partner Piedmont Lithium & what could lie ahead in their upcoming DFS...
Index:
0:00 - 03:43 Introducing Atlantic & its projects. "Your valuation is very low... We want to hear what you're hearing."
03:44 - 13:49 Thoughts from Rodney Hooper's recent research note and introducing new CEO Keith Muller. Evaluating a Ghana-based lithium project??
13:49 - 18:32 Community engagement & mining capex.
18:33 - 21:27 "What are your thoughts around where to find a partner in terms of how would garnered material be treated under the IRA in the US?"
21:27 - 24:08 Any feedback / queries on mining license application & expected timeline?
24:09 - 27:36 Atlantic's relations with Ghanaian government. Sufficient downstream demand with offtake partners? DFS expectations.
27:37 - 32:36 Closing words - "Atlantic's a great name."
#lithium #Tesla #electricvehicles
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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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