INDEX:

6:04 - Profitability Still Achievable in Volatile Lithium Market Despite Structural Changes

8:08 - Methodology Behind Long-Term Lithium Pricing Models and Project Viability

13:23 - Significant Price Increase Needed to Incentivize Lithium Project Development

15:34 - Viability of Low-Grade Lepidolite as Alternative Lithium Supply

19:56 - Concerns Over Potential Overcorrection in Lithium Pricing Amidst Recent Production Cuts and Rationing 

20:57 - Risks of Market Pivot Towards Lithium and Impact on Supply Chains

25:19 - [Alcoa, Albemarle, Arcadium] Parallels Between Lithium Industry's Evolution and Quality Bias in Matured Steel Industry

30:03 - [Alcoa, Rio Tinto] Profitability and Future Trajectory of Lithium Industry Amid Uncertainties

32:34 - [Sichuan Yahua, Pilbara, Chengxin] Lithium is becoming more commoditized

35:33 - [Atlantic Lithium, Liontown, Leo Lithium, Core Lithium, Ioneer] - Atlantic's Position Despite Quality Assets Amid Bid Activity Discrepancies

42:54 - [Sayona, Lake Resources, AVZ Minerals] Influence of Retail vs. Institutional Ownership on Stock Valuation

51:08 - Mali's Political Instability and its Impact on Leo Lithium's Future

55:09 - [Gangfeng] Industry Dynamics Shift as China Expands Operations in Africa Amid Political Uncertainty in Mali

59:06 - [Liontown] Funding Gap Looms Large as Liontown's Breakeven Price Exceeds Current Market Rates

1:02:01 - [Core Lithium] Core Lithium Shutdown: What Price Reopens the Door?

1:04:26 - [Liontown] - How confident are you in Liontown's study compared to Core Lithium's

1:06:23 - [Ioneer] - Why is Ioneer your long-term prospect?

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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