Rock Stock Channel

By rockstockchannelBusiness

Rock Stock Channel episodes

November 21, 2024 RK Equity Presents at 121 New York - Lithium & Critical Materials Panel
CHAPTERS 📖
(00:00) Opening
(01:48) Introductions
(03:48) Takeaways from Latin American resources
(08:49) Majors’ strategies
(10:55) Iron ore analogy for lithium
(12:25) Decoupling from China
(15:19) Investing in new technology
(17:40) Examples of commercialized tech
(22:19) Lithium demand and supply
(23:26) M&A activity forecast
(25:16) Q&A 1
(27:04) Q&A 2
_________________________________________________
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
29 min
November 20, 2024 Is Australia Spodumene the Marginal Lithium Supply? With Matt Fernley
CHAPTERS 📖
(00:00) Introduction
(01:28) Graphite Market Overview
(05:09) China's Dominance in Graphite
(06:38) Transition to Lithium Discussion
(10:00) Insights from China UBS Site Visit
(14:55) Lithium's New Normal
(21:55) China's Evolving Role in Lithium
(25:57) Commodity Cycle in Lithium
(28:28) Lithium Pricing Outlook
(30:50) Challenges for Western Hard Rock Lithium
(35:03) Is $30,000/ton possible?
(39:14) Emerging Vehicle Trends
(42:53) Regional Opportunities in Lithium
(46:29) Challenges in Competing with China
(52:39) North American Lithium Hubs
(57:44) Uncertainties in DLE and Sedimentary Lithium
(1:03:23) Closing Thoughts
_________________________________________________
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
1 hr 7 min
November 15, 2024 US Election Thoughts with Simon Moores, Benchmark Minerals Intelligence
CHAPTERS 📖
(00:00) Introduction
(00:28) Trump Cabinet Appointments and Conference Insights
(00:57) The US Battery Boom and Gigafactories
(02:20) Policy Shifts Under the Trump Administration
(03:12) Data-Driven Influence in Shaping Policy
(04:58) Potential for Chinese Investment in the US
_________________________________________________
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
8 min
November 11, 2024 Quebec Carbonate: Lithium Universe Iggy Tan
CHAPTERS 📖
(00:00) Introduction
(02:37) About Iggy
(03:45) Assembling the Dream Team: Key Expertise
(06:57) The Shift to Lithium Carbonate and Market Demand
(08:52) Design Philosophy and Choosing Bécancour, Quebec
(13:51) Impact of US-China Tariffs and Government Incentives
(15:50) Feasibility Study Highlights and Economic Assumptions
(19:35) Strategic Partnerships, Funding, and Processing Capabilities
(24:07) Production Timeline
(25:11) Converter margin vs Mining margin
(27:41) Addressing Skills Gap and Comparing Quebec to Western Australia
(32:13) Importance of Proven Design and Misconceptions About Conversion
(37:50) Insights on the Lithium Market and Future Outlook
_________________________________________________
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
41 min
November 04, 2024 Cesium Secrets: Power Metals Update w/ Haydn Daxter
Past Discussions 🔁
• https://youtu.be/6BszRl6E-pE
• https://youtu.be/ELr_3RT3Dzo

CHAPTERS 📖
00:00 Introduction
02:33 Developments in drilling results
04:26 Soil sampling for drilling
06:18 Government engagement and strategic partnerships
07:58 Ore sorting results
10:15 Winsome site visit
11:08 Collaboration with First Nations
12:39 Progress on mineral resource estimates
14:15 Cesium committee
16:24 Future outlook
17:48 Assay turnaround

_________________________________________________

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
21 min
October 31, 2024 Rock Stock Recap E15: Lithium’s Raging Bull - YJ Lee of Arcane Capital Advisors'
Y.J. 121 Presentation: https://youtu.be/bEHMr2l4GE4

CHAPTERS 📖
00:00 Introduction
02:13 Y.J. 121 Presentation Highlights
07:05 Guest Introduction: Y.J. Lee
08:23 Focus on Lithium Demand Forecasts
15:40 Can European EVs compete with cheap ICE?
17:16 Western Alert: Chinese EV plants in Europe
18:16 Will Europe Return to High EV Penetration?
20:22 SVOLT and Northvolt Withdrawals
22:04 Is Panasonic competitive in the US?
25:49 How do you invest in brine?
34:08 Project Preference: Brine or Hard Rock shipped to China?
35:44 Is $15,000 enough incentive?
43:04 Demand for Energy Storage Solutions
45:56 Hydroxide vs. Carbonate Debate
50:46 What is the lithium price long-term behavior?
54:20 Howard's Closing Remarks

_________________________________________________

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
59 min
October 19, 2024 The Futures In Lithium Is Spodumene w/ Fastmarkets' Przemek Koralewski
INDEX:
00:00 - Introduction
02:28 - About Przemek & Spodumene Contract
05:57 - How is China’s stimulus affecting metals like lithium?
07:59 - Current liquidity and key players in hydroxide contracts.
12:45 - Who sets margins for lithium contracts?
14:40 - Are banks the main traders on the exchange?
17:14 - How are producers using hydroxide to hedge spodumene?
20:22 - How did the CIF China price help spodumene contracts?
22:16 - How cash settlement affects participation in lithium futures.
25:32 - Will spodumene contracts increase trading volume?
28:47 - Were market players involved in creating the spodumene contract?
31:04 - What does success look like for the spodumene contract?
32:48 - How far ahead can you trade spodumene futures?
34:41 - How does liquidity affect futures for risk management?
36:53 - What’s the outlook for lithium hydroxide futures?
42:16 - Howard’s Closing Remarks

_________________________________________________
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
45 min
October 16, 2024 Lithium Livestream: Are cheap valuations about to drive further M&A?
INDEX:
00:00:00 - Introductory comments and panelist profiles
00:05:00 - Better Bid/Greenshoots on RK Equity Scoreboard - Q2 Metals
00:07:00 - Rio Tinto/Arcadium - from Rio shareholder perspective
00:11:15 - Rio/Arcadium - from Arcadium shareholder perspective/who else might (have) bid?
00:21:30 - What long-term lithium price was implied/embedded in Rio's acquisition price?
00:26:33 - Rio's prior purchase of Rincon & China's manipulation of lithium price.
00:29:20 - Does Rio/Arcadium underpin higher valuations in other lithium stocks absent higher lithium prices?
00:41:30 - Will DLE (Direct Lithium Extraction) long-term lower the cost curve? Eramet
00:44:20 - Iliad, SLB, Energy Source Minerals.
00:46:23 - California geothermal & oilfield brines - Will Exxon buy Albemarle?
00:48:30 - Can US conversion compete with China?
00:51:50 - What Spodumene price is implied in certain lithium equities?
00:55:00 - Brazil following Pilbara/Latin Resources – Sigma, Lithium Ionic, Atlas Lithium undervalued relative to WA peers?
00:59:50 - Expected M&A among mid-tiers? Quebec: Sayona/Piedmont, Patriot, Winsome, WA: MinRes & Hancock WA regional hub.
01:06:12 - Time to buy more and who? Albemarle, Pilbara, Sigma, Wildcat, Patriot, Winsome
01:13:45 - Are equities reflecting higher lithium prices soon? WA supply and Africa/China lepidolite updates
01:18:00 - Panel discusses less well covered names - European Metals Holdings, Atlantic Lithium, Talga, Winsome, Global Lithium, Delta Lithium, Wildcat, Liontown, Q2 Metals, Savannah, AMG
01:26:17 US listed & Smackover plays - Lithium Argentina, Lithium Americas, Piedmont, Standard Lithium, Exxon, Koch, Equinor, Tetra, Pantera
01:36:00 - Conventional salar brines in lithium triangle vs. lower ppm DLE brine plays
01:39:12 - Supply threats from Africa - AVZ, Kodal, Goulamina and China's ability to process low grade material
01:48:00 - Lithium price predictions, demand shock potential (autonomous driving, solid state) and other closing thoughts

_________________________________________________
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
2 hr 4 min
October 14, 2024 Deep Sea Treasure: The Metals Company - w/ Craig Shesky
INDEX:
00:00 - Introduction
01:25 - Climate Week in New York - Critical Minerals and Indonesian Nickel
04:40 - Processing Success - What’s Next for TMC’s Calcine Production?
07:06 - MOU with PAMCO - What Does This Feasibility Agreement Cover?
07:57 - Nori-D Project Progress - How Is the PFS for Nori Coming Along?
09:49 - Environmental Concerns - Concerns About the Dark Oxygen Paper
12:33 - Mining Code Development - Is the ISA on Track for 2025?
14:41 - Geopolitical Impact - How Is the U.S. Department of Defense Involved?
16:53 - Financial Outlook - What’s TMC’s Current Funding Status?
18:54 - Howard's Closing Remarks

_________________________________________________

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
21 min
October 10, 2024 Strategic Spodumene: Sayona’s North American Lithium w/ Lucas Dow
INDEX:
00:00 - Introduction
04:50 - About Lucas Dow
06:16 - NAL Resource Expansion
08:00 - Production Targets and Optimization
09:25 - Cost Management Strategies
12:56 - Mining Dilution Improvements
14:54 - Downstream Integration Plans
17:09 - Moblan Resource Potential
24:09 - Offtake Strategy and Partnerships
27:44 - Financial Position and Future Plans
31:12 - Market Conditions and Investor Insights
33:53 - Site Visit
57:07 - On-site Interviews

_________________________________________________

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
1 hr 10 min

About Rock Stock Channel

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