Sign up to save your podcasts
Or
Share A Re-rating Underway? | NOA Lithium's Gabriel Rubacha
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
A Re-rating Underway? | NOA Lithium's Gabriel Rubacha
Gabriel Rubacha (CEO of NOA Lithium Brines) breaks down the Rio Grande lithium project in Argentina. Covering hybrid DLE vs conventional evaporation, lithium chloride vs carbonate, project optionality, RIGI incentives, valuation upside for Argentine lithium brines, and what’s next for NOA's pre-feasibility study, Arizaro, and Salinas Grandes.
Battery Materials Review Issue (Complimentary):
https://www.patreon.com/posts/battery-review-155835907
Investor Webinar Recording (Complimentary):
https://www.patreon.com/posts/quarterly-156904420
Explore our Patreon Offerings:
https://www.patreon.com/cw/rockstockchannel/membership
Chapters
(00:00) NOA Overview
(03:31) Hybrid DLE Option
(09:05) Lower Altitude Plant
(12:14) Chloride Vs Carbonate
(16:30) Resource Growth Potential
(18:23) Management Experience
(19:34) Argentina RIGI Benefits
(24:10) Brine Valuation Gap
(26:45) Arizaro And Salinas
(31:20) 2026 Project Milestones
(32:55) Closing Thoughts
Links
Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs:
https://rkequity.com/
Questions:
Patreon:
https://www.patreon.com/rockstockchannel
Podcast
Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172
Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq
Follow us on X (Twitter):
Howard: https://x.com/LithiumIonBull
Matt: https://x.com/matt_fernley
Rodney: https://x.com/RodneyHooper13
_________________________________________________
DISCLAIMER
NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH.
Howard, Matt, and Rodney are not financial advisors or broker-dealers. This video is provided for informational purposes only and should not be considered investment or financial advice. Please conduct 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
View all episodes
By rockstockchannel
4.3
1212 ratings
Gabriel Rubacha (CEO of NOA Lithium Brines) breaks down the Rio Grande lithium project in Argentina. Covering hybrid DLE vs conventional evaporation, lithium chloride vs carbonate, project optionality, RIGI incentives, valuation upside for Argentine lithium brines, and what’s next for NOA's pre-feasibility study, Arizaro, and Salinas Grandes.
Battery Materials Review Issue (Complimentary):
https://www.patreon.com/posts/battery-review-155835907
Investor Webinar Recording (Complimentary):
https://www.patreon.com/posts/quarterly-156904420
Explore our Patreon Offerings:
https://www.patreon.com/cw/rockstockchannel/membership
Chapters
(00:00) NOA Overview
(03:31) Hybrid DLE Option
(09:05) Lower Altitude Plant
(12:14) Chloride Vs Carbonate
(16:30) Resource Growth Potential
(18:23) Management Experience
(19:34) Argentina RIGI Benefits
(24:10) Brine Valuation Gap
(26:45) Arizaro And Salinas
(31:20) 2026 Project Milestones
(32:55) Closing Thoughts
Links
Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs:
https://rkequity.com/
Questions:
Patreon:
https://www.patreon.com/rockstockchannel
Podcast
Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172
Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq
Follow us on X (Twitter):
Howard: https://x.com/LithiumIonBull
Matt: https://x.com/matt_fernley
Rodney: https://x.com/RodneyHooper13
_________________________________________________
DISCLAIMER
NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH.
Howard, Matt, and Rodney are not financial advisors or broker-dealers. This video is provided for informational purposes only and should not be considered investment or financial advice. Please conduct 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
More shows like Rock Stock Channel
View all
Odd Lots
1,993 Listeners
CommSec Market Update
16 Listeners
Motley Fool Money
82 Listeners
Your Wealth
8 Listeners
The Rules of Investing
13 Listeners
Equity Mates Investing Podcast
61 Listeners
Australian Investors Podcast
21 Listeners
Redefining Energy
132 Listeners
Recharge by Battery Materials Review
3 Listeners
Money of Mine
27 Listeners
The Global Lithium Podcast
45 Listeners
Buy Hold Sell, by Livewire Markets
5 Listeners
The Money Café with Alan Kohler
36 Listeners
Chanticleer
22 Listeners
The Fin
20 Listeners