Rock Stock Channel

By rockstockchannelBusiness

Rock Stock Channel episodes

June 04, 2024 E105: Benchmark’s Giga USA Preview
INDEX:
00:00:00 - Introduction
00:10:55 - Talon Metals: US gov funding for nickel projects
00:15:26 - Election's effect on US critical mineral funding
00:17:54 - Europe vs. US: critical mineral policy progress
00:22:25 - Funding options for Europe's mineral projects
00:24:00 - US, Japan, Korea, Europe vs. China: battery competition
00:30:05 - EV adoption: sooner or later than expected?
00:35:15 - Major nickel miners: production boost plans
00:38:36 - China's use of Indonesian tech in nickel projects
00:40:30 - Benchmark's lithium and cathode forecast
00:42:58 - Tesla's focus: from nickel to autonomy
00:48:49 - Will 45X embrace mining?
00:51:48 - DOE's mining loan program and 45X
00:54:03 - Mining unions: cost or advantage?
00:57:08 - Closing Remarks
01:00:30 - US funding for Canadian, Australian projects?
01:02:57 - 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
1 hr 5 min
June 02, 2024 Rock Stock Recap E11: Lithium Patience
INDEX:
00:00 - Introduction
01:39 - Post-conference insights on lithium market trends
06:51 - Election effects on EV supply chain and mineral policies
11:10 - Tariffs impact EV battery market and imports
12:47 - Non-Tesla EV sales and Cybertruck challenges
14:40 - Chinese automakers and protectionist policies
16:37 - Concerns over balanced lithium market, future supply-demand
19:48 - Cheaper LFP cells and demand for larger energy storage
21:54 - 28% lithium demand growth projected for 2024
24:10 - Rising project costs challenge lithium producers' loans
28:53 - Lithium Americas' strategy with GM
32:16 - Project delays prompt government funding comparison
37:37 - Reasons behind Albemarle's Carolina plans reconsideration
40:13 - Howard's closing remarks
_________________________________________________
Links 🌍
Lithium Royalty Corp: https://lithiumroyaltycorp.com/home/default.aspx
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
42 min
May 18, 2024 E104: Tesla Bull. RW Bairds' Ben J. Kallo
INDEX:
00:00:00 - Introduction
00:03:50 - About Ben/Baird
00:11:35 - Tesla's August Event: Hype Echoes?
00:19:19 - Robo-Taxi Launch: Regulations and Realities
00:24:06 - China's EV Exports: Tesla's Challenge?
00:28:07 - Tesla's Edge: Navigating China
00:32:14 - China's Lithium Dominance: Albemarle Impact?
00:38:09 - China Expands Energy Storage
00:42:08 - Tesla's Margins: Storage vs. EV
00:43:57 - Tesla's Compensation?
00:49:02 - Tesla Valuation: AI Focus
00:54:11 - Rivian, Apple: EV Market Trends
00:57:36 - Potential Trump Win: EV Concerns
01:01:53 - Musk and Trump: Electric Future?
01:02:48 - Musk's China Moves
01:06:13 - Tesla's China Performance
01:09:52 - Musk's Politics, Lithium Mining
_________________________________________________
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 12 min
May 16, 2024 E103: Czeching in w/European Metals’ Keith Coughlan
INDEX:
00:00:00 - Introduction
00:07:40 - About Keith/EMH
00:09:12 - DFS Update: When Will EMH Report Release?
00:11:01 - Site Relocation: Impact on Permitting & Timeline
00:12:25 - CEZ Ownership Impact: Costing and Contribution Offset
00:14:05 - Site Potential
00:15:41 - Waste Management: EMH Chemical Site Waste Handling
00:16:33 - CRMA Strategic Project Status
00:18:19 - Funding Impact: EMH New Chemical Site
00:18:50 - EBRD financing: JV standing?
00:20:17 - New feasibility: Higher costs, gov't support for offsets
00:22:28 - Stability: Essential Floor Price in Offtake Deals?
00:25:08 - Post-DFS, key hurdles, milestones, and timeframe?
00:28:04 - Offtake Timing: Best Time for Deals Before DFS Release?
00:29:15 - Sales Strategy: Negotiating in Joint Ventures
00:30:03 - Ownership Impact on Deal Allocation?
00:31:32 - Appointed Financial Advisor
00:34:10 - Funding Levels at GeoMet Amid Budget Adjustments
00:36:51 - Defending Against Opportunistic Takeover Concerns?
00:39:35 - Acquisition Speculation: EMH Amid Market Conditions
00:41:47 - Exploration Partners: Vital for Project Success
00:46:49 - Evolving Ecosystem: Funding Talks with Global Entities
00:51:12 - Global Automakers: EMH Discussions?
00:53:11 - Czech Government Funding Prospects?
00:55:27 - Australian Company Seeks Partnerships
00:56:55 - Why buy the stock now?
01:01:30 - 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
1 hr 5 min
May 10, 2024 E102: Fast & Furious Part 2. Fastmarkets' Jordan Roberts
INDEX:
00:00 - Introduction
02:13 - About Jordan
03:04 - Future Lithium Demand
09:02 - Predictions on Lower Lithium Prices
10:17 - Mining Cost Analysis
11:30 - Risks in Chinese Lithium Production
14:00 - Impact of Minor Production Changes
14:54 - Possible Lithium Market Slowdown
17:19 - Consolidation Prospects & Funding Challenges
19:06 - Interpreting CME Futures
20:13 - Lithium Futures Market Growth
23:00 - Disparity with Guangzhou Carbonate Futures
24:54 - Equities vs. Futures
26:27 - Spodumene Hedging: CME Futures
27:34 - Fastmarkets' Regional Pricing Initiative
30:35 - Regional Pricing Impact
34:13 - North American Battery Supply Chain
35:45 - Sustainable Lithium Prices in EVs
38:28 - China's Renewable Growth
41:33 - Auctions Impact on Lithium Prices
44:35 - Argentina's Lithium Chloride Developments
45:46 - Uncertainty in Chloride Price
47:03 - South East Asian Development
49:46 - Lithium Price Shifts
_________________________________________________
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
54 min
May 07, 2024 E101: Godfather of Spodumene. Sayona Minings' James Brown
INDEX:
00:00:00 - Introduction
00:05:32 - Sayona Mining's Value
00:07:52 - Ramp-Up: Altura vs. North American Lithium
00:15:18 - Future Lithium Ore Quality
00:20:49 - Rising Costs, Profit
00:26:04 - Full Production, Cost Reduction Plans
00:27:39 - Operating Cost Outlook
00:29:24 - Lithium Pricing, Sales Strategy
00:35:02 - Next Project Phase Timeline
00:36:52 - Revenue and Profit Changes
00:38:40 - Mining's Sustainability Amid Price Changes
00:42:11 - Quebec's Role in Lithium Supply
00:43:21 - Exploring Offtake Deals
00:47:26 - Seeking Offtake Outside China
00:51:40 - Tesla: Hydroxide Plant Commissioning
00:53:33 - 2024 Milestones
00:57:08 - Shareholder Concerns Over Investor Relations
01:06:34 - Tabba Tabba Exploration Plans
01:09:36 - Board Stock Purchases
01:12:02 - Stock Consolidation Proposal
01:12:54 - Lithium Ore Integration
_________________________________________________
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 18 min
April 29, 2024 Getting To Know You: Brunswick Exploration. w/ Killian Charles
INDEX:
00:00 - Introduction
01:34 - Summary Synopsis
04:11 - About Brunswick Exploration
10:13 - 2023 Milestones
12:59 - Mirage Project Drilling Campaign
15:51 - Elrond Project: Drilling Results?
18:42 - Prioritizing Mirage Project in 2024
22:04 - Infrastructure Impact on Lithium Prospects
25:46 - Managing Finances
27:41 - Time Horizon with Current Spend
28:25 - Premiums with Flow-Through Funding
30:14 - Repurchase Agreement Strategy
33:40 - Quebec's Appeal
37:14 - Catalysts in 2024
38:11 - 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
40 min
April 24, 2024 E100: Bouquet of Roses. Critical Elements' Jean-Sébastien Lavallée
INDEX:
00:00 - Introduction
04:22 - History of Rose Project
06:38 - About Rose Project
07:32 - Key Milestones for Rose
09:38 - Rose Project Financing and Partnerships Update
10:48 - Experiences with Government
12:10 - Demand for Technical-Grade Spodumene
14:38 - Rose Drill Results
19:23 - Critical Elements' 2024 Outlook: Key Milestones
20:40 - Burn Rate
22:09 - Strategies for Project Financing Amidst Competition
27:40 - Howard's Closing Remarks
_________________________________________________
Links 🌍
Lithium Royalty Corp: https://lithiumroyaltycorp.com/home/default.aspx
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
30 min
April 21, 2024 E99: Carolina in my mind. Piedmont Lithiums' Keith Phillips
INDEX:
00:00 - +39% to -8% in 1 week
07:51 - Carolina Project's Permit: Next Steps
10:46 - North American Lithium: 2024 Outlook
18:22 - Tesla, LG Chem Deals: Market Updates
25:48 - Spodumene Demand: Market Insights
30:16 - Exploration Auctions: Future Ventures
31:35 - Ewoyaa Project: Ratification Pending
35:37 - Funding Ewoyaa Project: Capitalizing Ghana
38:45 - Carolina Project Funding: Options
44:58 - Carolina Project: Integrated or Concentrate Mine?
47:21 - Offtake Agreement Concerns: Sayona Shareholders
49:55 - Decision on Carbonate Plant: Piedmont-Sayona Next Move
52:25 - CEO and Market Volatility
56:59 - Election Impact
59:30 - Speculation Over Takeover: Piedmont Lithium
_________________________________________________
Links 🌍
Lithium Royalty Corp: https://lithiumroyaltycorp.com/home/default.aspx
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 3 min
April 19, 2024 E98: Champing at the bit. Champion Electric Metals' Jonathan Buick
INDEX:
00:00 - Introduction
01:56 - Recent News: Near-Surface Pegmatite Discovery
03:31 - Vision 2024: Strategic Goals and Investor Alignment
06:17 - Program Location
07:34 - Target Locations
08:05 - Goose Hunting Shutdown
08:53 - When To Resuming Drilling?
09:07 - Permit Progress
09:54 - Experience Operating in Quebec
11:06 - ESG Efforts
12:03 - Potential Mergers and Acquisitions
13:47 - Is the Lithium Thesis Intact?
14:38 - Cobalt Ventures: Overview of Idaho Projects
16:25 - Financial Update: Cash Reserves and Funding Plans
17:58 - Howard's Closing Remarks
_________________________________________________
Links 🌍
Lithium Royalty Corp: https://lithiumroyaltycorp.com/home/default.aspx
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

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