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Rock Stock Channel
By rockstockchannelBusiness
Rock Stock Channel episodes
- Samba with Spodumene: Lithium Ionic w/ Blake Hylands
INDEX:
00:00 - Introduction04:30 - Blake Hylands’ background and joining Lithium Ionic07:18 - Operating experience in Minas Gerais09:14 - Sigma’s influence on cost and permitting10:48 - Progress on Bandeira’s construction permit12:42 - Infrastructure benefits around Lithium Ionic’s projects13:57 - Environmental impact assessment update15:12 - Details on $20M royalty agreement with Appian16:57 - Financial standing after securing royalty deal18:05 - Potential in new Itinga properties19:57 - Expanding Bandeira’s mineable resource over time22:07 - Preferred funding structure for Lithium Ionic’s projects23:51 - Construction and production timeline for Lithium Ionic25:20 - Strategic funding process with BMO26:05 - China vs non-China opportunities for Lithium Ionic28:55 - Comparing Lithium Ionic’s value to Latin Resources31:17 - Brazil’s importance for lithium mining_________________________________________________
Links 🌍
RK Equity Website: https://rkequity.com/
Patreon: https://www.patreon.com/rockstockchannelPodcast:Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648X (Twitter):Howard: https://twitter.com/LithiumIonBullRodney: 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
33 min - Rock Stock Recap E14: Better Bid Lithium - Rio/Arcadium
INDEX:
00:00 - Introduction04:41 - Rodney's Arcadium Demand Numbers08:02 - How would shutting down Mount Marion affect MinRes' stock?12:13 - Is shutting down Mount Marion good or bad for MinRes?13:58 - Is SQM planning to spin off international ventures?15:23 - Does Mount Holland need capital for restructuring?17:35 - Why has Arcadium's stock lagged behind Sigma and Pilbara?22:44 - Will Tesla or others bid for Arcadium soon?27:44 - Do Albemarle's joint ventures make it harder to buy?30:07 - Could a merger bid for Arcadium happen this week?31:36 - Can Paul Graves defend Arcadium from an acquisition?34:10 - Could Albemarle sell assets to fund an acquisition37:39 - Will the long-term lithium price rise?_________________________________________________
Links 🌍
RK Equity Website: https://rkequity.com/
Patreon: https://www.patreon.com/rockstockchannelPodcast:Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648X (Twitter):Howard: https://twitter.com/LithiumIonBullRodney: 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
43 min - Power Moves: Power Metals' Critical Cesium Commodities. w/ Haydn Daxter
INDEX:
00:00 - Introduction02:41 - Exploration and drilling update04:21 - Assay results and timeline05:46 - Case Lake cesium uniqueness09:08 - Drill results and geology11:13 - First Nation partnership update13:39 - Timeline to production14:57 - Cesium advisory committee formed16:42 - Grant funding details18:33 - Closing remarks_________________________________________________
Links 🌍
RK Equity Website: https://rkequity.com/
Patreon: https://www.patreon.com/rockstockchannelPodcast:Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648X (Twitter):Howard: https://twitter.com/LithiumIonBullRodney: 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 - Jindalee Lithium: America’s Largest Lithium Resource w/ Ian Rodger
INDEX:
00:12 - Summary Synopsis02:57 - About Ian/Jindalee05:00 - How does McDermitt compare to other lithium projects?07:48 - Funding and Grants11:46 - What are Jindalee's next big milestones?13:30 - ESG and Community Engagement14:29 - Is Jindalee's study on track after recent progress?15:55 - When will the feasibility study be finished?16:07 - Jindalee & POSCO17:22 - How is Jindalee's permit approval process going?19:18 - Future Plans and Partnerships21:49 - Jindalee's Outlook in Current Market25:06 - Jindalee x HiTech Minerals Agreement_________________________________________________
Links 🌍
RK Equity Website: https://rkequity.com/
Patreon: https://www.patreon.com/rockstockchannelPodcast:Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648X (Twitter):Howard: https://twitter.com/LithiumIonBullRodney: 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
28 min - Rock Stock Recap E13: Will CATL cause a Lithium Stampede?
INDEX:
00:00 - Introduction02:14 - Thoughts on the latest CATL news and lithium supply?03:36 - Battery Demand and Production04:43 - CATL's Market Impact07:52 - How fast could CATL restart production?11:05 - How much supply can come out of China?13:15 - Different views on African lithium supply costs.16:34 - Is lithium stock rally due to short covering?18:15 - Is it a good time to buy lithium stocks?26:26 - Why does SQM prefer hard rock lithium projects?29:20 - Can Quebec become a top lithium producer?31:00 - Commodity Market Performance and Trends32:27 - Are commodity stocks massively undervalued right now?36:23 - China's EV Market and Renewable Energy Push38:11 - Tesla's Robo Taxi and EV Production Capacity40:33 - China vs Global EV Sales41:42 - How did China grow its EV exports so fast?44:43 - Will hybrids struggle with high maintenance costs?47:25 - Can European carmakers afford carbon fines?49:50 - Geopolitical Implications of EV Adoption50:54 - Is the lithium market nearing its bottom?_________________________________________________
Links 🌍
RK Equity Website: https://rkequity.com/
Patreon: https://www.patreon.com/rockstockchannelPodcast:Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648X (Twitter):Howard: https://twitter.com/LithiumIonBullRodney: 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
55 min - Power Metals Critically Important Cesium Discovery - Haydn Daxter
INDEX:
00:00 - Introduction01:02 - Introduction to Cesium03:43 - Summary Synopsis04:43 - About Hayden/Power Metals05:51 - Discovering cesium at Case Lake09:52 - Why cesium is a critical mineral11:08 - Are there any cesium alternatives?12:01 - Rarity of Power Metals' Deposits13:44 - Metallurgical Test Work and Future Plans15:12 - Next steps for drilling at Case Lake16:15 - Preferred cesium products for buyers17:46 - Case Lake Relative to Total Market19:19 - Will the cesium be stored?20:07 - Case Lake CapEx21:50 - Permitting Process23:55 - Funding plans and Winsome's role25:04 - Assay Timeline26:16 - Metallurgical Test Work Timeline26:58 - Exploring lithium at Case Lake30:54 - Howard's Closing Remarks_________________________________________________
Links 🌍
RK Equity Website: https://rkequity.com/
Patreon: https://www.patreon.com/rockstockchannelPodcast:Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648X (Twitter):Howard: https://twitter.com/LithiumIonBullRodney: 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
32 min - Will Solar rESScue Lithium?!
INDEX:
00:00 - Introduction01:30 - Solar Cells: Ubiquitous and Efficient02:07 - Global Solar Energy Statistics03:18 - The Role of Batteries in Solar Energy04:07 - How did solar energy evolve?07:18 - Is China leading solar tech innovation?09:12 - Impact of Tariffs on Solar Growth12:48 - Can solar and batteries balance the grid?16:45 - Will supply chain issues slow solar growth?20:26 - Are old grids blocking solar energy?23:01 - China's Renewable Energy Goals26:18 - Could new tech overtake solar and wind?27:55 - Cost Savings and Scale Efficiencies in Solar31:27 - Is solar panel recycling falling behind?32:50 - Will more solar mean more battery mandates?34:23 - How stable is U.S. clean energy policy40:06 - Howard's Closing Remarks_________________________________________________
Links 🌍
RK Equity Website: https://rkequity.com/
Patreon: https://www.patreon.com/rockstockchannelPodcast:Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648X (Twitter):Howard: https://twitter.com/LithiumIonBullRodney: 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
42 min - Red Bull: Anglo’s Dr. Copper
INDEX:
00:00:00 - Introduction00:01:31 - Lithium Market Analysis00:03:07 - China's Role in Lithium Supply00:05:52 - Copper Market Overview00:11:37 - About Paul/Anglo00:13:57 - Why is copper still so volatile?00:20:18 - Challenges in boosting copper supply.00:22:11 - Are old copper mines worth reopening?00:25:04 - What price ensures enough copper production by 2030?00:26:11 - Is there enough money going into copper exploration?00:28:27 - Environmental and Societal Factors in Mining00:31:06 - Any Advancements on Carbon Emissions?00:33:18 - How will China's slowdown affect copper demand?00:37:06 - Copper Demand and Global Averages00:38:37 - Will new tech reduce copper demand or not?00:42:57 - Are speculators messing with copper prices?00:45:31 - When will miners start building new copper supply?00:49:28 - True Valuation vs Market Valuation00:52:52 - Balancing risks in early-stage vs. established copper investments00:55:09 - Trade mining stocks; don't just hold.00:55:51 - Are mining companies focusing on growth over dividends?00:59:43 - Anglo American's Copper Assets01:01:13 - Howard's Closing Remarks_________________________________________________
Links 🌍
RK Equity Website: https://rkequity.com/
Patreon: https://www.patreon.com/rockstockchannelPodcast:Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648X (Twitter):Howard: https://twitter.com/LithiumIonBullRodney: 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 4 min - Rock Stock Recap E12: Bottom Fishing
INDEX:
00:00 - Introduction01:06 - SQM Earnings Call02:34 - Will lithium prices rise soon?05:30 - How will U.S. elections affect lithium?09:36 - Can China keep up lithium production?14:43 - Is it time to invest in renewables?17:33 - What does Pilbara's move mean?25:03 - Will production expansion pay off?28:00 - Can Biden hit the 50% EV goal?30:12 - Will Tesla reveal a cheaper car?34:18 - IRA38:16 - How could Trump change EV policies?_________________________________________________
Links 🌍
RK Equity Website: https://rkequity.com/
Patreon: https://www.patreon.com/rockstockchannelPodcast:Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648X (Twitter):Howard: https://twitter.com/LithiumIonBullRodney: 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
42 min - Lithium's Surging Potential: Surge Battery Metals Update w/ Graham Harris
INDEX:
00:00 - Introduction00:22 - Summary Synopsis02:35 - Recent Developments and Drilling Program04:53 - Resource Estimate and Expansion05:22 - New SRCA deal boosts Nevada drilling for Surge08:34 - Surge finds high-grade lithium near surface09:36 - Surge plans eco-friendly mining methods10:25 - Economic assessment due by December11:14 - Market Dynamics and Future Prospects14:38 - Political Climate and Industry Impact15:55 - CEO: Surge asset better than Thacker Pass16:51 - Political uncertainty impacts EV policies17:46 - Howard's Closing Remarks_________________________________________________
Links 🌍
RK Equity Website: https://rkequity.com/
Patreon: https://www.patreon.com/rockstockchannelPodcast:Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648X (Twitter):Howard: https://twitter.com/LithiumIonBullRodney: 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
20 min
About Rock Stock Channel
From the publisher's feed
The Age of Electricity is creating enormous opportunities in the critical minerals investment thematic. Howard, Rodney and Matt provide in-depth discussions with major developers and analysts…
covering lithium battery metals, rare earths, and many other specialty commodities.
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