Episodes
Thursday Apr 04, 2024
E95: Titanium Titan. IperionX's Taso Arima
Thursday Apr 04, 2024
Thursday Apr 04, 2024
INDEX:
00:00:00 - Introduction
00:07:49 - IperionX: Revolutionary Tech in Titanium Industry
00:11:00 - Rise in Titanium Prices: What's Driving It?
00:15:39 - Addressing Japan's Titanium Supply Dependence
00:22:09 - Titanium's Price Sensitivity Changing Market Dynamics
00:25:12 - Inside Titanium Market: Scraps to Specialized Products
00:30:53 - Future of 3D Printing with Titanium
00:32:40 - New Facilities Boost Titanium Production
00:38:28 - IperionX's Sales Strategy
00:42:12 - Ensuring Future Supplies of Materials
00:45:55 - Assessing IperionX's Growth Prospects
00:56:06 - Investment Decisions: What's Next?
01:00:16 - Titan Project: When Does Mining Start?
01:01:43 - IperionX: Game-Changer in Titanium Industry
01:10:17 - IperionX's Potential
_________________________________________________
Links 🌍
- IperionX’s Corporate Presentation: https://app.sharelinktechnologies.com/announcement/asx/61ee96b4860eefd04f72012e0682f68e
- Shareholder Letter: https://app.sharelinktechnologies.com/announcement/asx/fd7578eab2e35721cf782daa93f0b63b
- Half Yearly Report: https://app.sharelinktechnologies.com/announcement/asx/e5b124c9cf40636cf6e88e9ecbbb2d8a
Lithium Royalty Corp: https://lithiumroyaltycorp.com/home/default.aspx
RK Equity Website: https://rkequity.com/
Patreon: https://www.patreon.com/rockstockchannel
Podcast:
Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172
Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648
X (Twitter):
Howard: https://twitter.com/LithiumIonBull
Rodney: https://twitter.com/RodneyHooper13
_________________________________________________
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
Tuesday Mar 26, 2024
E94: Bottom’s Up Lithium. Canaccord's Reg Spencer
Tuesday Mar 26, 2024
Tuesday Mar 26, 2024
INDEX:
00:00 - Introduction
03:51 - IperionX Reveals Titanium Recycling Breakthrough
08:35 - Titanium Eyed as Strategic Mineral for US
10:33 - IperionX's Market Surge and Revenue Outlook
12:46 - IperionX's Potential Market Impact and Profits
14:12 - Market Timing Discussion and Recharge Note
17:01 - Counter to Negative Lithium Demand Narrative
20:19 - Exploring Macro Comparisons in Lithium Market
24:35 - Concerns Raised Over African Lithium Supply
25:29 - Warning Against Rushed Lithium Projects
26:17 - Advice for Skeptical Investors in Lithium Market
29:38 - Stocks Canaccord Rates Having Most Upside - Galan, Cygnus, Latin Resources, Piedmont Lithium, Winsome Resources
31:47 - Impact of Rising Lithium Prices Explored
33:32 - Supply Cuts and Lithium Mine Viability
34:12 - Assessment of North American Lithium Mine, Piedmont, Sayona
37:48 - Positive Outlook for Galan's Lithium Production
40:33 - Albemarle Auction's Impact on Lithium Market
42:13 - MinRes Land Banking, Acquisition of Poseidon Nickel Infrastructure
43:46 - Australian Stocks and Guangzhou Futures Relationship
46:35 - Updates to Long-Term Lithium Pricing Discussed
48:09 - Suitability of 20% IRR Questioned
_________________________________________________
Links 🌍
Lithium Royalty Corp: https://lithiumroyaltycorp.com/home/default.aspx
RK Equity Website: https://rkequity.com/
Patreon: https://www.patreon.com/rockstockchannel
Podcast:
Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172
Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648
X (Twitter):
Howard: https://twitter.com/LithiumIonBull
Rodney: https://twitter.com/RodneyHooper13
_________________________________________________
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
Saturday Mar 23, 2024
E93: Catalyst Rich. w/ Atlantic Lithium
Saturday Mar 23, 2024
Saturday Mar 23, 2024
INDEX:
05:24 - Atlantic Lithium's ($ALL) Project Updates
06:43 - Neil Discusses Economics and Future Plans
09:04 - $ALL Aims for 50M Ton Resource
10:44 - Strong Financial Outlook and Milestones
12:59 - MIF's Role in Operations
15:09 - Atlantic Lithium to List on Ghana Stock Exchange
17:22 - Mid-Year Permitting and Funding Goals
23:42 - Exploring Expansion Plans
25:41 - Reflecting on $ALL's Journey and Growth
26:55 - Atlantic & Insider-Buying
29:54 - Understanding Assore's Involvement and Bids
33:27 - Assore's Long-Term Strategy for Atlantic Lithium
35:59 - Significance of Upcoming Milestones
_________________________________________________
Links 🌍
Lithium Royalty Corp: https://lithiumroyaltycorp.com/home/default.aspx
RK Equity Website: https://rkequity.com/
Patreon: https://www.patreon.com/rockstockchannel
Podcast:
Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172
Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648
X (Twitter):
Howard: https://twitter.com/LithiumIonBull
Rodney: https://twitter.com/RodneyHooper13
_________________________________________________
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
Friday Mar 15, 2024
E92: Rising Up. Arcadium Lithium’s CEO Paul Graves
Friday Mar 15, 2024
Friday Mar 15, 2024
INDEX:
00:25:15 - HQ Move and Board Meeting
00:27:50 - CEO on Lithium Pricing, Investments
00:31:00 - Capital Costs, Strategy
00:33:59 - Market Volatility, Pricing
00:39:03 - Argentina Solves Short Carbonate Issue?
00:40:28 - Technical Grade Shift, Sales
00:43:22 - Sal de Vida, Transport
00:45:39 - Naraha Hydroxide
00:50:50 - Third-Party Chloride?
00:54:11 - $30M DLE Venture.
00:58:57 - Quebec Strategy Analysis.
01:04:36 - Ford Nemaska Deal
01:07:30 - Arcadium's OEM Financing Plans
01:10:35 - Ioneer Lithium Carbonate Strategy Adjustments
01:25:51 - Lithium Metal Business Stability
01:16:28 - Technical Grade Carbonate Future
01:19:11 - China Advantage. IRA Compliance
01:24:06 - Lithium Industry's Second Mover Advantage
01:26:50 - Quebec Lithium Industry Interest
01:29:33 - Lithium Industry Supply Chain Focus
01:34:04 - Project Delivery Accountability
01:37:56 - Lithium Market Trends Analysis
01:43:04 - Rising Lithium Industry Costs
01:46:07 - Arcadium's Credit Rating Approach
_________________________________________________
Links 🌍
Bank of America fireside chat: https://bofa.veracast.com/webcasts/bofa/globalagriculture2024/idblLf7j.cfm
BMO fireside chat: https://ir.arcadiumlithium.com/investors/financials-and-filings/calendar-of-events/event-details/2024/BMO-Global-Metals-Mining--Critical-Minerals-Conference-Fireside-Chat-with-CEO-Paul-Graves-2024-4vk3VzJjN1/default.aspx
Arcadium Q4 Conference Call: https://ir.arcadiumlithium.com/investors/financials-and-filings/calendar-of-events/event-details/2024/Arcadium-Lithium-Q4-2023-Earnings-Webcast-Conference-Call/default.aspx
Lithium Royalty Corp: https://lithiumroyaltycorp.com/home/default.aspx
RK Equity Website: https://rkequity.com/
Patreon: https://www.patreon.com/rockstockchannel
Podcast:
Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172
Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648
X (Twitter):
Howard: https://twitter.com/LithiumIonBull
Rodney: https://twitter.com/RodneyHooper13
_________________________________________________
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
Sunday Mar 10, 2024
E91: Benchmark's Lithium Price Forecast. w/ Daisy Jennings-Gray
Sunday Mar 10, 2024
Sunday Mar 10, 2024
INDEX:
02:20 - Analyzing Goldman Sachs' Lithium Forecast Reliability
08:32 - Benchmark's Insights on Lithium Market Stability
13:44 - Impact of Lower Prices on Lithium Supply Growth
19:21 - Will Low Prices Hinder Investment in Western Supply Chains?
24:24 - Vertical Integration Challenges in Coping with Low Prices
28:08 - African & Chinese Lithium Supply and Demand: Outlook Amid EV Competition
32:11 - Resilience of EV Market: Demand Outlook Amid Price Changes
35:48 - EV Market Penetration: Consumer Preferences and Battery Types
_________________________________________________
Links 🌍
Lithium Royalty Corp: https://lithiumroyaltycorp.com/home/default.aspx
RK Equity Website: https://rkequity.com/
Patreon: https://www.patreon.com/rockstockchannel
Podcast:
Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172
Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648
X (Twitter):
Howard: https://twitter.com/LithiumIonBull
Rodney: https://twitter.com/RodneyHooper13
_________________________________________________
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
Monday Mar 04, 2024
E90: Lithium’s Leap Year. w/ Matt Fernley
Monday Mar 04, 2024
Monday Mar 04, 2024
INDEX:
01:03 - Lithium Price Projections: How High Could They Go?
06:13 - Supply Chain Understanding: Why Were Forecasts Off?
09:28 - Evaluating Lithium Supply: Impact of China's Investments?
14:37 - Factors Affecting Lepidolite Production in China?
22:02 - Market Trends: Role of Chinese Future Prices
24:17 - Global EV Market: Bold Growth Prediction
30:46 - Market Recovery Shapes: Debating Lithium Prices
33:23 - Investing in Lithium Industry: Where to Look?
41:09 - China's Economic Narrative Beyond EVs Explored
_________________________________________________
Links 🌍
Lithium Royalty Corp: https://lithiumroyaltycorp.com/home/default.aspx
RK Equity Website: https://rkequity.com/
Patreon: https://www.patreon.com/rockstockchannel
Podcast:
Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172
Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648
X (Twitter):
Howard: https://twitter.com/LithiumIonBull
Rodney: https://twitter.com/RodneyHooper13
_________________________________________________
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
Saturday Mar 02, 2024
E89: Lithium. Primed For Takeoff. TD Cowen's David Deckelbaum
Saturday Mar 02, 2024
Saturday Mar 02, 2024
INDEX:
02:26 - Market Review: Can Lithium Prices Keep Going Up?
04:51 - China's Lithium Supply: What's Driving Price Changes?
08:53 - Investor Feelings: Is the US Market Still Gloomy?
11:14 - Electric Vehicle Trends: Are People Interested in Other Cars?
13:36 - Investment Discussion: Should You Buy Lithium Stocks Now?
16:35 - Long-Term Plans: Stick with Lithium Stocks or Not?
20:32 - Valuing Lithium Companies: How to Handle Market Changes?
23:09 - Chinese Influence: How Does It Affect Lithium Companies?
24:36 - Lithium Price Limits: When Do Electric Cars Make Sense?
28:17 - Arcadium Merger: What's It Mean for Investors?
35:19 - Piedmont Lithium: Should You Buy Despite Concerns?
40:19 - Construction Risks: Is Piedmont More Risky?
43:30 - Lithium Americas: What's the Future Without DOE Loan?
47:24 - Lithium Americas Argentina: CEO Change and Stock Target Price.
50:24 - Risks for Lithium Americas Without Loan.
55:30 - Should Investors Own Lithium Royalty Corp?
_________________________________________________
Links 🌍
Lithium Royalty Corp: https://lithiumroyaltycorp.com/home/default.aspx
RK Equity Website: https://rkequity.com/
Patreon: https://www.patreon.com/rockstockchannel
Podcast:
Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172
Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648
X (Twitter):
Howard: https://twitter.com/LithiumIonBull
Rodney: https://twitter.com/RodneyHooper13
_________________________________________________
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
Thursday Feb 22, 2024
Rock Stock Recap E9: Lithium Squeeze Box?!
Thursday Feb 22, 2024
Thursday Feb 22, 2024
INDEX:
00:00:00 - Introduction
00:02:05 - Albemarle's Misreading of the Market
[CATL, Albemarle]
00:04:35 - Bloomberg Article pn Chinese Economy's Impact on Lithium Market
[CATL]
00:07:41 - RIU Conference Echoes Optimism Despite Lithium Market Sell-Off
00:17:01 - Market Focus Shifts to Supply Adjustments for Lithium Pricing Boost
00:23:29 - Surge in Lithium Projects Draws Funding
[Sigma]
00:33:02 - Lithium Industry M&A Activity in Western Australia
00:38:51 - Future Lithium Price Trajectory and its Impact on Company Valuations
_________________________________________________
Links 🌍
Lithium Royalty Corp: https://lithiumroyaltycorp.com/home/default.aspx
RK Equity Website: https://rkequity.com/
Patreon: https://www.patreon.com/rockstockchannel
Podcast:
Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172
Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648
X (Twitter):
Howard: https://twitter.com/LithiumIonBull
Rodney: https://twitter.com/RodneyHooper13
_________________________________________________
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
Friday Feb 09, 2024
E88: Lithium Pearl Jam. Wilsons Advisorys' Sam Catalano
Friday Feb 09, 2024
Friday Feb 09, 2024
INDEX:
0:00 - Introduction
6:04 - Profitability Still Achievable in Volatile Lithium Market Despite Structural Changes
8:08 - Methodology Behind Long-Term Lithium Pricing Models and Project Viability
13:23 - Significant Price Increase Needed to Incentivize Lithium Project Development
15:34 - Viability of Low-Grade Lepidolite as Alternative Lithium Supply
19:56 - Concerns Over Potential Overcorrection in Lithium Pricing Amidst Recent Production Cuts and Rationing
20:57 - Risks of Market Pivot Towards Lithium and Impact on Supply Chains
25:19 - [Alcoa, Albemarle, Arcadium] Parallels Between Lithium Industry's Evolution and Quality Bias in Matured Steel Industry
30:03 - [Alcoa, Rio Tinto] Profitability and Future Trajectory of Lithium Industry Amid Uncertainties
32:34 - [Sichuan Yahua, Pilbara, Chengxin] Lithium is becoming more commoditized
35:33 - [Atlantic Lithium, Liontown, Leo Lithium, Core Lithium, Ioneer] - Atlantic's Position Despite Quality Assets Amid Bid Activity Discrepancies
42:54 - [Sayona, Lake Resources, AVZ Minerals] Influence of Retail vs. Institutional Ownership on Stock Valuation
51:08 - Mali's Political Instability and its Impact on Leo Lithium's Future
55:09 - [Gangfeng] Industry Dynamics Shift as China Expands Operations in Africa Amid Political Uncertainty in Mali
59:06 - [Liontown] Funding Gap Looms Large as Liontown's Breakeven Price Exceeds Current Market Rates
1:02:01 - [Core Lithium] Core Lithium Shutdown: What Price Reopens the Door?
1:04:26 - [Liontown] - How confident are you in Liontown's study compared to Core Lithium's
1:06:23 - [Ioneer] - Why is Ioneer your long-term prospect?
#lithium #electricvehicles
_________________________________________________
Thank you to our Patrons for supporting the channel.
If you like this video, please click the 'like' button and please also comment so we can improve our content going forward.
Register your email at https://www.rkequity.com and follow Rodney and me on Twitter (@lithiumionbull @RodneyHooper13) and on LinkedIn. Please also subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content.
And finally, if you find value in our content, please consider joining us on Patreon at https://www.patreon.com/rockstockchannel
_________________________________________________
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
Tuesday Feb 06, 2024
E87: Lithium Limbo. Euroz Hartleys' Trent Barnett
Tuesday Feb 06, 2024
Tuesday Feb 06, 2024
INDEX:
4:18 - Lithium Prices Too Low, Maintains Long-term Forecasts
7:13 - $2,000 Spodumene Price Needed to Revive Industry
9:46 - Potential Supply Caps Amid Spodumene Price Rebound
15:57 - Feasibility Study Figures, Highlights Lower-than-Expected Recovery Rates
18:04 - Pricing Models and Operating Margins Amidst Lithium Sector Challenges
22:32 - Disparity in Lithium Capex Costs Between China and Other Markets
26:10 - Potential Chinese Dominance in Western Auto Market
30:02 - Concerns Raised Over Efficiency and Competitiveness of US EV Industry Compared to China. Is the ROW going electric?
33:10 - Winsome, Europen Metals and Pilbara's Valuation Amid Shifting Focus on Chinese Demand. Could Pilbara be the new force in lithium?
39:29 - Comparing Goldman Sach's Lithium Predictions to Past Iron Ore Misjudgments, Raising Questions on Accuracy
43:03 - When will we return to $2,000 Spodumene?
#lithium #electricvehicles
_________________________________________________
Thank you to our Patrons for supporting the channel.
If you like this video, please click the 'like' button and please also comment so we can improve our content going forward.
Register your email at https://www.rkequity.com and follow Rodney and me on Twitter (@lithiumionbull @RodneyHooper13) and on LinkedIn. Please also subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content.
And finally, if you find value in our content, please consider joining us on Patreon at https://www.patreon.com/rockstockchannel
_________________________________________________
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