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Declaration of (Lithium) Independents
In this July 4th Independence Day special, we gathered four of the most prominent independent thinkers in lithium for a wide-ranging discussion of all things industry. Featuring Rodney Hooper, Daniel Jiminez, Joe Lowry, Ron Mitchell & Ernie Ortiz, moderated by Howard Klein.
Index:
0:00 - 07:43 Introduction
07:44 - 17:41 Key Takeaways from the Fastmarkets Conference: ESS, Supply Concerns & General Optimism
17:42 - 22:43 Scoreboards, the Structural Deficit & Lithium Royalties.
22:44 - 35:12 Australian Rock, Brine and M&A. DLE Brines & Galan.
35:13 - 49:11 Bolivia and Africa. Geo-political considerations within our sector.
49:12 - 1:10:30 Could SQM significantly increase production if the political backdrop enabled it? Unpacking arguments by the lithium bears. Lepidolite.
1:10:31 - 1:22:54 Quality of spodumene, DMS and ESG considerations. Advantages of Australia (why hasn't SQM/ ALB put in a bid for Sigma?)
1:22:55 - What do you think is going to happen to price in the next 3, 6, 12 months? Concluding words.
#lithium #Tesla #electricvehicles
_________________________________________________
Thank you to our Patrons for supporting the channel.
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
View all episodes
By rockstockchannel
4.3
1212 ratings
In this July 4th Independence Day special, we gathered four of the most prominent independent thinkers in lithium for a wide-ranging discussion of all things industry. Featuring Rodney Hooper, Daniel Jiminez, Joe Lowry, Ron Mitchell & Ernie Ortiz, moderated by Howard Klein.
Index:
0:00 - 07:43 Introduction
07:44 - 17:41 Key Takeaways from the Fastmarkets Conference: ESS, Supply Concerns & General Optimism
17:42 - 22:43 Scoreboards, the Structural Deficit & Lithium Royalties.
22:44 - 35:12 Australian Rock, Brine and M&A. DLE Brines & Galan.
35:13 - 49:11 Bolivia and Africa. Geo-political considerations within our sector.
49:12 - 1:10:30 Could SQM significantly increase production if the political backdrop enabled it? Unpacking arguments by the lithium bears. Lepidolite.
1:10:31 - 1:22:54 Quality of spodumene, DMS and ESG considerations. Advantages of Australia (why hasn't SQM/ ALB put in a bid for Sigma?)
1:22:55 - What do you think is going to happen to price in the next 3, 6, 12 months? Concluding words.
#lithium #Tesla #electricvehicles
_________________________________________________
Thank you to our Patrons for supporting the channel.
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
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