Rock Stock Channel

In this episode, I attended The Metals Company Strategy Day to gain a first-hand look at the company’s progress, leadership, and investor perspectives. Over the course of the event, I heard from a diverse group of board members, early backers, and strategic advisors—many of whom have deep backgrounds in energy transition, large-scale infrastructure, and venture capital. Their insights underscored why TMC is pursuing a unique opportunity in deep-sea polymetallic nodule collection and processing, and how the company is positioning itself as a pioneer in a new resource industry.

Management and board members discussed the long-term need for critical minerals, the regulatory path ahead, and the steps taken to de-risk the project both offshore and onshore. Several speakers noted that TMC has moved from capital-heavy to capital-light strategies, with partnerships, careful cost management, and targeted debt financing helping to weather challenging market conditions. Importantly, the company recently announced a $23.6 billion net present value across its Nori-D and U.S. seabed mining areas—marking a major milestone in its journey toward production.

Throughout the day, it was clear that retail investors remain a vital part of TMC’s shareholder base. Many attendees have been supporting the company for years, through both market highs and lows, and their conviction was evident. The management team made a point of recognizing this group’s role in spreading awareness, countering misconceptions, and keeping the conversation active in investor communities.

If you’re a retail investor following the critical minerals space—or simply interested in how an emerging industry can reshape global supply chains—this Strategy Day offered valuable insight into both the opportunities and the challenges ahead for The Metals Company.

If you found this discussion valuable, please subscribe, like, and comment.

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Links 🌍

RK Equity Website: https://rkequity.com/

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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

In this episode, we interview Koby Kushner, CEO of Libra Energy Materials (CSE: LIBR), a new lithium exploration company focused on hard rock projects in Canada. We cover the company’s lean growth strategy, key lithium assets in Ontario and Quebec, the $33M earn-in deal with KoBold Metals, and its approach to M&A in today’s buyer’s market.

Topics include:

- Low-cost, high-impact exploration methods

A must-watch for retail investors following lithium stocks, Canadian mining, and the battery materials sector.

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Links 🌍

RK Equity Website: https://rkequity.com/

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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

In this episode, Rodney and I sit down with Craig Shesky, CFO of The Metals Company (TMC), to unpack the key takeaways from TMC’s recent Nasdaq Strategy Day, the release of its first-ever nodule reserves, and the detailed Pre-Feasibility Study (PFS). Howard opens with a recap of the event’s unique mix of investor engagement, global shareholder turnout, and industry partnerships, while Rodney leads Craig through the numbers, timelines, and business strategy.

Craig outlines the PFS results, including an 18-year mine life, $5.5 billion NPV, low C1 cash costs for nickel due to strong byproduct credits, and the plan for capital-light development using existing assets. The discussion covers the expected Q4 2027 production start date, the role of key partners like Allseas and Korea Zinc, and the roadmap for building U.S.-based refining capacity.

We also examine commodity price sensitivities, how TMC’s position on the cost curve offers resilience in volatile markets, and the opportunities arising from global supply challenges—particularly in nickel. Craig provides insight into the Phase Two Initial Assessment for expanded resource areas, projecting significant additional NPV potential, and shares the latest on the commercial recovery permit process, including regulatory engagement at multiple levels of the U.S. government.

Whether you’re a long-term TMC shareholder or following the critical minerals space for the first time, this conversation offers a clear, grounded look at the company’s strategy, economic outlook, and operational milestones ahead.

If you found this discussion valuable, please subscribe, like, and comment.

CHAPTERS 📖

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Links 🌍

RK Equity Website: https://rkequity.com/

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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

In this episode, Howard and Matt are joined by Former Bear, Chris Robb from Chris Robb Consulting and Uber Bull, YJ Lee of Arcane Capital for an in-depth discussion on the current state of the lithium market and where it could be heading.

Chris, with a background in commodity trading and equity analysis, offers insights into the dynamics of lithium pricing, incentive prices needed for new projects, and challenges facing unconventional lithium sources like sedimentary clays and Direct Lithium Extraction (DLE). He emphasizes that even with lithium prices rising, careful project selection remains essential, as high-cost projects may still face difficulties without significant government support.

YJ, known for his bullish demand forecasts, provides a thorough analysis of lithium demand driven by rapidly growing electric vehicle (EV) and battery energy storage system (BESS) markets. Drawing on his extensive tracking of global lithium mines and detailed modeling, YJ argues that current demand growth could significantly outpace supply in the coming years, creating potential investment opportunities.

The conversation explores critical themes, including:

- Forecasts for lithium demand and supply through 2030

Both guests share nuanced perspectives on how retail investors might position themselves during this critical period in the lithium market cycle.

If you found this discussion valuable, please subscribe, like, and comment.

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Links 🌍

Chris' website: https://crobbconsulting.com/

RK Equity Website: https://rkequity.com/

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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

In this episode, I'm joined by two top analysts from TD Cowen, John Miller and David Deckelbaum, to discuss the evolving landscape for critical minerals, renewable energy, and commodity markets under the Trump administration's "Big Beautiful Bill."

John provides valuable insights from Washington DC, exploring the significant shifts in U.S. government policy related to energy dominance, critical minerals, and recent legislative changes. We discuss the impacts of the administration's executive orders, permitting hurdles, and how the Department of Defense (DOD) is stepping in to strategically support domestic critical mineral projects.

David shares his expertise from New York, giving an investor-focused perspective on how these policy changes are affecting key equities in lithium, rare earths, and energy markets. We dig into the sophisticated recent deal between MP Materials and the DOD, discuss the dynamics affecting lithium pricing and oversupply concerns, and explore implications for lithium companies such as Albemarle, Lithium Americas, Lithium Argentina, Piedmont, and Lithium Royalty Corp.

We also cover broader investment themes, including whether the recent market recovery in commodity and battery-related stocks has staying power, and how developments in AI, robotics, and trade policy with China could shape the market narrative going forward.

This conversation is designed to help retail investors better understand the complex dynamics at play in the critical minerals sector, providing context for informed investment decisions.

If you found this interview valuable, please subscribe, like, and comment.

CHAPTERS 📖

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Links 🌍

RK Equity Website: https://rkequity.com/

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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

In this episode, Howard and Matt sit down with Alicia Milne, CEO of Q2 Metals, and Neil McCallum, VP of Exploration, for an in-depth discussion on recent developments at the company's flagship Cisco lithium project in Quebec’s James Bay region.

Key topics discussed include Q2's recently announced exploration target, estimating lithium mineralization at Cisco between 215 and 329 million tons grading between 1% and 1.38% Li₂O, making it potentially one of the largest undeveloped lithium projects globally. We also explore Q2's successful upsized financing of CAD $26 million through a charitable flow-through structure—a transaction significantly oversubscribed by institutional investors and notably executed without warrants or hold periods, highlighting strong investor interest.

Neil provides detailed insights into the geology of the Cisco project, discussing current drilling plans, expected timelines for a maiden resource estimate, mineralization extent, and logistics advantages due to Cisco’s proximity to existing rail infrastructure. The discussion offers clarity on Q2’s pathway to ownership of the property and addresses investor questions around potential future dilution and upcoming milestones.

For more detailed research reports from Canaccord and Argonaut, please contact us at [email protected]

Visit Q2 Metals online at: https://q2metals.com

If you found this interview valuable, please subscribe, like, and comment.

CHAPTERS 📖

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Links 🌍

RK Equity Website: https://rkequity.com/

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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

In this episode, we are delighted to welcome our friend and industry expert, Matt Fernley, as a new partner at RK Equity. Howard and Rodney discuss with Matt the dynamics shaping today's critical minerals market, including lithium, rare earths, aluminum, and high-purity manganese. Matt shares insights gained over 25 years as a geologist and equity analyst, highlighting key opportunities in both underappreciated commodities and emerging sectors driven by technological innovation and geopolitical shifts.

We explore why a diversified ex-China supply chain is essential for the future of critical minerals, detailing how recent developments in lithium pricing signal potential market recoveries. Matt provides an in-depth analysis of the rare earth market, specifically focusing on the strategic importance of magnet metals such as neodymium and dysprosium. We also discuss the investment prospects in aluminum and bauxite, highlighting factors contributing to tightening supply and increasing demand.

Rodney and Matt delve into high-purity manganese, an essential yet underfunded battery material poised for significant growth, and high-purity alumina's critical role in battery technology advancements.

The discussion concludes with perspectives on current lithium market trends, insights into recent price movements, and potential catalysts for sustained recovery.

We invite viewer suggestions for commodities or stocks to cover in future episodes. Contact us at [email protected] and visit rkequity.com to subscribe to our monthly Lithium-Ion Bull newsletter.

Follow Matt Fernley on LinkedIn and X (@matt_fernley) for further analysis and industry updates.

Thank you for watching. Please like, comment, subscribe, share and click the notification bell to stay informed on critical mineral investment trends.

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Links 🌍

RK Equity Website: https://rkequity.com/

_________________________________________________

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

In this episode of Rock Stock Channel's "Getting To Know You" series, I speak with Bruce Richardson, Executive Chairman and CEO of Anson Resources (ASX: ASN | OTC: ANSNF). We explore Anson's strategic positioning within the North American lithium landscape, with a detailed discussion on their flagship Green River Project located in Utah's Paradox Basin.

Bruce shares his extensive background, highlighting his and the management team's deep experience in China and critical minerals. We discuss why Anson pivoted from its initial graphite ambitions to focus on lithium brine extraction, driven by favorable economics and strategic market demand shifts, especially considering recent geopolitical factors.

The conversation then centers around Anson’s recent partnership milestones, including a newly signed Memorandum of Understanding (MOU) with South Korean lithium producer POSCO and successful direct lithium extraction (DLE) pilot results in collaboration with Koch Technology Solutions. Bruce explains the distinct advantages of the Green River site, including its impressive infrastructure, relatively straightforward permitting process, high-pressure brine reservoirs, and low impurity profile.

We also address Anson’s ongoing plans, including resource expansion drilling, further feasibility studies, final permitting stages, and the company's financing strategy—covering their LOI from the U.S. Export-Import Bank and potential corporate partnerships and offtake agreements.

Finally, Bruce touches on Anson’s additional non-lithium assets, including uranium and vanadium at Yellow Cat, and other critical mineral projects in Western Australia, providing insight into potential value-unlocking strategies.

This interview aims to help retail investors better understand Anson Resources' unique position in the evolving lithium industry, particularly within the increasingly important context of North American energy security.

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Links 🌍

RK Equity Website: https://rkequity.com/

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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

In this episode myself and Rodney sit down again with Chris Evans, CEO of Winsome Resources (ASX: WR1), for an in-depth discussion on the latest developments within the company and the broader lithium market environment.

We cover Winsome’s current valuation and share-price performance, reflecting on factors behind the significant market downturn, particularly within Canadian lithium equities. Chris provides insights into the strategic rationale behind Winsome’s decisions on the Renard diamond mine option—originally seen as a potentially transformative, low-capex opportunity—that the company now cautiously approaches amid changing market conditions.

We also explore Winsome’s flagship Adina lithium project in Quebec, highlighting its advantages such as high-grade ore, favourable strip ratios, and simple processing via Dense Media Separation (DMS). Chris updates us on the permitting process, emphasizing recent positive regulatory developments that offer a clear path forward despite challenging market dynamics.

Additionally, Chris shares details about Winsome’s promising cesium exploration activities at the Sirmac-Clapier property, noting upcoming exploration milestones and emphasizing Canada’s strategic position in the global cesium market.

Finally, we touch on Winsome’s current cash position, its careful cash-preservation strategy, and the potential scenarios for strategic partnerships involving the Quebec government and other stakeholders.

As always, this conversation is meant to offer retail investors measured insights into Winsome Resources, the lithium and critical minerals sector, and the nuances of project advancement in challenging markets.

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Links 🌍

Previous Winsome Resources' Episodes:

RK Equity Website: https://rkequity.com/

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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

In this episode, I speak with veteran battery journalist Steve LeVine (The Electric) and critical materials expert Matt Fernley (Battery Materials Review) about the implications of former President Trump's recently passed "Big Beautiful Battery Bill."

We unpack the nuances of this landmark legislation, highlighting why some experts see it as potentially transformative for U.S. battery and critical mineral industries, despite mixed reactions from the broader clean-energy sector. Steve shares insights on how, despite reductions to EV tax credits and renewable energy incentives, the bill allocates significant Department of Defense (DoD) lending authority aimed at boosting domestic battery capacity and possibly enabling strategic joint ventures with Chinese battery makers.

The discussion deepens into recent headlines involving MP Materials ($MP) and the Department of Defense's groundbreaking decision to become the company's largest shareholder, alongside a 10-year price-floor commitment for rare-earth magnets. Matt provides critical insights on what this unique development could mean for the broader critical minerals sector and addresses whether similar support mechanisms might emerge for lithium, nickel, graphite, and other essential materials.

We also briefly touch on Tesla’s evolving market challenges, political dynamics around U.S.-China collaboration, and the future of robotaxis and autonomous systems, with Steve providing measured skepticism around near-term impacts.

This conversation is timely for retail investors seeking clear, nuanced analysis of how recent U.S. policy shifts could reshape investment opportunities across battery technology, critical minerals, and clean energy markets.

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Links 🌍

The Electric: https://www.theinformation.com/features/the-electric

RK Equity Website: https://rkequity.com/

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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