Rock Stock Channel

E114: Rational Optimism. Lithium Royalty Corp's Ernie Ortiz


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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

 

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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

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