Episodes
Tuesday Jul 09, 2024
E110: Sayona Mining RK Equity/Fastmarkets Live Lounge
Tuesday Jul 09, 2024
Tuesday Jul 09, 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
Monday Jul 08, 2024
E109: Winsome Resources RK Equity/Fastmarkets Live Lounge
Monday Jul 08, 2024
Monday Jul 08, 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
Monday Jul 08, 2024
E108: Wildcat Resources RK Equity/Fastmarkets Live Lounge
Monday Jul 08, 2024
Monday Jul 08, 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
Thursday Jul 04, 2024
Getting To Know You: The Metals Company. w/ Craig Shesky
Thursday Jul 04, 2024
Thursday Jul 04, 2024
INDEX:
00:00 - Introduction
03:11 - Media Coverage and Industry Momentum
06:46 - About Craig/The Metals Company
09:18 - TMC's Nickel Grade Comparison
11:45 - Nodule Collection vs. Other Mining
15:21 - Political and Regulatory Landscape
21:52 - Collector Test and Operational Success
24:14 - Nodule Recovery Rate
26:05 - Capex Estimates and Funding
29:01 - Major Backers' Continued Support
30:57 - Seabed Mining Permits Timeline
33:32 - China's Role in Mining Regulations
37:18 - Breakdown of $500 Million Spending
38:16 - Closing Remarks
_________________________________________________
Links 🌍
TMC on CNBC: https://www.youtube.com/watch?v=7s_JdZuERbU
Money of Mine vodcast: https://youtu.be/nJOt1mZ_SBA
TMC on 60 Minutes: https://www.youtube.com/watch?v=vFaWgAXax1Q
Conclusion of TMC Pilot Collection System Trials: https://vimeo.com/771306099
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 03, 2024
RK Equity Presents: Fastmarkets Live Lounge Red Rocks Las Vegas
Wednesday Jul 03, 2024
Wednesday Jul 03, 2024
INDEX:
00:00:00 - Introduction
00:00:25 - Wildcat Resources
00:17:09 - Winsome Resources
00:29:56 - Sayona Mining
00:37:53 - Atlantic Lithium
00:45:24 - Piedmont Lithium
01:03:23 - Galan Lithium
_________________________________________________
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
Saturday Jun 29, 2024
Getting To Know You: Century Lithium. w/ William Willoughby
Saturday Jun 29, 2024
Saturday Jun 29, 2024
INDEX:
00:00 - Introduction
01:07 - Summary Synopsis
02:31 - About Century Lithium
04:11 - Board Members and Team Composition
06:03 - Project Location and Initial Interest
08:00 - Capital Structure and Financial Discipline
09:26 - Water Rights Permit Sufficiency?
11:48 - Pilot Plant and Testing Results
14:52 - ESG Credentials, Environmental Impact
17:18 - Silver Peak Infrastructure?
18:58 - Feasibility Study. DOE Funding?
24:36 - Permitting progress and community support
_________________________________________________
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
Saturday Jun 22, 2024
E107: Swifty Lithium. Sigma Lithium's Ana Cabral-Gardner
Saturday Jun 22, 2024
Saturday Jun 22, 2024
INDEX:
00:00:00 - Introduction
00:00:16 - About Ana/Sigma
00:03:11 - Phase One Commissioning and Phase Two Plans
00:05:32 - Funding and Financial Strategy
00:07:48 - Profitability and Cash Generation
00:11:23 - Commercial Strategy and Market Position
00:14:36 - 150M tonnes estimate and timeline
00:16:10 - Strategy for 770,000 tons capacity by 2026
00:19:31 - Brazil as a Mining Jurisdiction
00:23:47 - Strategic Vision and Future Plans
00:29:00 - Demand for spodumene concentrate and off-take agreements
00:38:04 - Exploring organic growth, cash flow, strategic partnerships
00:47:54 - Spodumene Contracts and Customers
00:57:13 - Future Production Plans
01:01:51 - Brazil's Industrial Policy and Auto Industry
01:04:15 - Customer Relationships and Market Strategy
01:09:38 - Pricing Dynamics and Market Share
01:17:33 - Closing Remarks
01:19:29 - Final Thoughts and Future Outlook
_________________________________________________
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
Sunday Jun 16, 2024
Sunday Jun 16, 2024
INDEX:
00:00 - Introduction
03:16 - Discussion on Manganese Market
03:47 - Critical Metals Supply and Demand
05:00 - Manganese Supply and Demand
07:33 - Battery Manganese Market
10:02 - Lithium Market Insights
14:41 - Canadian DLE vs Hard Rock Stories
16:25 - DLE: Approach over Technology
19:50 - Technological Innovations in Mining
26:59 - AI and Copper/Lithium
29:03 - Exploring Aluminum as a Copper Substitute
29:32 - Copper Demand and Supply Challenges
30:24 - Electric Vehicles and Market Adjustments
34:01 - The Role of AI in Mining
35:37 - EV Adoption and Infrastructure Issues
36:54 - Tesla's Robotaxi and Market Speculations
39:51 - Global EV Market Dynamics
44:52 - Impact of US Politics on Battery Materials
47:32 - Future of Sodium-Ion Batteries
_________________________________________________
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 Jun 12, 2024
RK Equity Presents: Dua Lithium. Radical Optimism
Wednesday Jun 12, 2024
Wednesday Jun 12, 2024
INDEX:
00:00 - Introduction
05:03 - After the Gold (Lithium) Rush...
05:31 - ABT - Anything But Lithium
06:31 - Dua Lithium. Radical Optimism
06:57 - Crazy Horse Lithium
07:11 - Lithium's Blow Off Phase
08:05 - The Waiting
08:36 - Arcadium's CEO To Watch
10:58 - Biden v. Trump, Part Deux
18:01 - Robotaxi Unveil Hype Cycle
19:42 - Radical Optimism - Where to Invest?
22:33 - Lithium-ion Bull's Portfolio
_________________________________________________
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
Sunday Jun 09, 2024
E106: Hotter Commodities. Fastmarkets' Andrea Hotter
Sunday Jun 09, 2024
Sunday Jun 09, 2024
INDEX:
00:00 - Introduction
01:51 - Why are major mining mergers stalling?
05:07 - Copper: mining's 20-year investment
09:23 - About Andrea
12:31 - Copper and nickel market insights
16:03 - Copper futures and hedging opportunities
19:23 - Alternatives to pricey copper
22:21 - Lower copper grades slowing projects
23:47 - Lowering copper intensity
24:51 - Recycling plants
25:36 - AI and copper
27:29 - Nickel's price surge
34:14 - Geopolitics and nickel's future
37:09 - Is nickel's price surge sustainable?
38:51 - Conference hot topics?
42:20 - Lithium prices and oil companies
44:58 - Oil firms: fuel vs. EV materials
49:01 - Wrapping up
_________________________________________________
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