Episodes
Tuesday Jul 30, 2024
Champion Spodumene Discovery
Tuesday Jul 30, 2024
Tuesday Jul 30, 2024
INDEX:
00:00 - Introduction
02:02 - Drilling Campaign Recap
04:19 - Geophysical and Sampling Techniques
08:05 - Current Drilling and Future Plans
09:13 - Understanding Fractionation
12:33 - Current drilling timeline and results
13:40 - Metallurgical Test Work and Grants
14:26 - Distance to Patriot Corvette
15:08 - Infrastructure and Accessibility
16:14 - Quebec's battery supply chain commitment
17:04 - Strategic Partnerships and Corporate Interest
17:31 - Farm-in partnerships on Champion's property
20:26 - Lithium Business strategies
21:10 - Industry Trends and Future Outlook
23:14 - Howard's Closing Remarks
_________________________________________________
Links 🌍
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 Jul 29, 2024
On Site with Winsome Resources
Monday Jul 29, 2024
Monday Jul 29, 2024
INDEX:
00:00 - Introduction
08:29 - Water Circulation System
06:19 - Power Plant
09:37 - Crusher
09:56 - Control Room
10:24 - Processing Plant
10:54 - Warehouse
11:18 - Accommodation
11:49 - Adina
12:40 - Qingtao Zeng
14:11 - Justin Boylson
15:09 - Tim Hoff
16:04 - Stephen Biggins
17:48 - Ken Brinsden
19:52 - Ernie Ortiz
20:29 - Chris Evans
_________________________________________________
Links 🌍
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 Jul 29, 2024
Q2 Metals Update: New Acquisitions, Drilling Results, and Market Strategies
Monday Jul 29, 2024
Monday Jul 29, 2024
INDEX:
00:00 - Introduction
00:19 - Summary Synopsis
01:53 - Details on Cisco Acquisition
04:00 - Exploration and Drilling Updates
07:22 - Capital Raise and Financials
09:21 - Future Plans and Strategic Partnerships
11:06 - Bank Money Lifespan
12:02 - Potential of Strategic Partner
13:26 - Government Support and Local Infrastructure
13:54 - Investor Sentiment
15:24 - Cisco's Location
17:09 - Corporate Developments
18:36 - Closing Remarks
_________________________________________________
Links 🌍
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 Jul 19, 2024
Friday Jul 19, 2024
INDEX:
00:00 - Introduction
02:22 - About Raju/Fastmarkets
04:26 - US Battery Investment Landscape
06:36 - Global Mine Supply
08:03 - Global Supply Chain Dynamics
09:25 - Conference Attendance and Sponsorship
13:53 - Sentiment on Lithium Prices
16:21 - Price Transparency and Auctions
17:56 - Spodumene Market and Payables
20:37 - Cathode Choice and Market Flexibility
22:56 - African Spodumene Production
24:28 - Battery Recycling Industry
26:08 - Regionalized Pricing
30:04 - US Election Impact on EV Market
36:51 - CME Lithium Hydroxide Contract
39:13 - Closing Remarks
_________________________________________________
Links 🌍
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 Jul 16, 2024
E114: Rational Optimism. Lithium Royalty Corp's Ernie Ortiz
Tuesday Jul 16, 2024
Tuesday Jul 16, 2024
INDEX:
00:00 - Introduction
01:05 - About Ernie/LRC
03:53 - Bullish Outlook for Lithium Demand
05:55 - Chinese EV Market and Global Trends
06:55 - Rise of Extended Range EVs
07:55 - North American and European EV Markets
11:14 - Tesla Robotaxi Unveil
13:35 - True cost of China Lepidolite?
17:12 - Future of North American Lithium Supply Chain
20:28 - Any capital left from IPO?
21:40 - Spodumene to Hydroxide Challenge
23:51 - LRC Royalty Pricing Formula
25:37 - Brazil's Growth and Opportunities
28:29 - DRC and Supply Risk?
29:27 - Future of Lithium Pricing
32:50 - When to sell?
35:31 - Audience Q&A: Royalty Valuation
38:33 - Lithium Market Downturn Duration
39:51 - Final Thoughts on Lithium Investments
_________________________________________________
Links 🌍
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 Jul 12, 2024
E113: Galan Lithium RK Equity/Fastmarkets Live Lounge
Friday Jul 12, 2024
Friday Jul 12, 2024
Links 🌍
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 Jul 12, 2024
E112: Piedmont Lithium RK Equity/Fastmarkets Live Lounge
Friday Jul 12, 2024
Friday Jul 12, 2024
Links 🌍
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 Jul 12, 2024
RK Equity Presents: Fastmarkets Pricing Panel
Friday Jul 12, 2024
Friday Jul 12, 2024
INDEX:
00:00 - Introduction
01:11 - Panelist Introductions
03:32 - Heading toward a Li Super Cycle?
10:01 - Premium for Lithium
12:59 - Stimulating Western Supply Chains
14:58 - Debate on Lithium Price Indices
17:43 - Two-Tier Pricing for Lithium
19:52 - China's Dominance in EV Market
22:36 - Impact of IRA Credits
27:34 - Trump's Potential Impact on Policies
29:58 - Role of Hybrids and Plug-in Hybrids
35:22 - Fast Charging as a Game Changer
37:24 - Power Grip Strain
40:47 - Will Lepidolite Producers Survive?
43:07 - Closing Remarks
_________________________________________________
Links 🌍
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
Wednesday Jul 10, 2024
E111: Atlantic Lithium RK Equity/Fastmarkets Live Lounge
Wednesday Jul 10, 2024
Wednesday Jul 10, 2024
Links 🌍
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
Wednesday Jul 10, 2024
RK Equity Presents: Fastmarkets US Election Panel
Wednesday Jul 10, 2024
Wednesday Jul 10, 2024
INDEX:
00:00 - Introduction and Overview
03:06 - Panel Introductions
03:37 - Ryan Melsert on Federal Investments
05:25 - Howard Klein on Political Implications
08:08 - David Dekelbaum on Investor Perspectives
09:30 - Brian Dillard on OEM Concerns
11:34 - Steve LeVine on Policy Shifts
15:02 - Panel Discussion on Election Outcomes
17:37 - Howard on Market Sentiment
19:48 - Ryan on Permitting Reform
21:27 - Brian on OEM Impact
23:15 - Changes should Biden Win
25:21 - IRA Improvement Suggestions
32:13 - Future of the EV Industry
35:58 - Audience Q&A: Graphite and Global Supply
_________________________________________________
Links 🌍
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