Rock Stock Channel

By rockstockchannelBusiness

Rock Stock Channel episodes

April 17, 2024 Getting To Know You: Surge Battery Metals. w/ Graham Harris
INDEX:
00:00 - Introduction
02:12 - Summary Synopsis
03:48 - About Graham
05:16 - Meet the Team
07:16 - About Dr. Vijay Mehta
08:11 - 2023 Milestones
08:45 - Catalysts in 2024
09:52 - Analyzing Nevada Resources
12:13 - Next Steps After Metallurgical Testing?
13:07 - Optimizing Process
13:40 - PEA: Insights into Finances
14:47 - Proximity of Infrastructure
15:46 - Operating in Nevada Mines
17:27 - Funding Expansion
19:17 - Drilling Plans
20:35 - Impressive Grades
21:38 - M3JV Project Update
22:47 - ESG Efforts
24:39 - Funding: Surge Battery Metals' Financial Outlook
26:21 - Key 2024 Share Price Milestones
27:37 - 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
31 min
April 15, 2024 Getting To Know You: CleanTech Lithium. w/ Steve Kesler
INDEX:
00:00 - Introduction
01:25 - Summary Synopsis
03:22 - About Steve
04:45 - CleanTech's Mission
05:06 - 2023 Milestones
06:55 - Chilean Regulations
11:05 - Sunresin Partnership Impact on CleanTech
16:07 - Talks with Off-Takers
18:16 - Navigating Debt Financing
22:11 - Board & Management As Major Shareholders
25:56 - Burn Rate
30:33 - Laguna Verde PFS
33:36 - Social Sustainability
35:08 - Capacity Expansion Considerations
37:52 - Estimated Timeline To First Production
40:03 - Clean Energy and Lithium Community Relations
_________________________________________________
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
45 min
April 14, 2024 Rock Stock Recap E10: Fat Bottomed Girls
INDEX:
00:00 - Introduction
03:34 - Lithium Futures and Auctions: Market Dynamics Update
06:21 - CATL Dominance: Pricing Influence on Lithium Market
09:08 - Toyota 1-6-90 Rule
12:03 - Hybrid Impact on Lithium Demand: Future Forecast
13:05 - Regionalized Lithium Pricing: North America's Growing Role?
16:50 - Corpus Christi Project Update: Latest Development News
_________________________________________________
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
22 min
April 13, 2024 E97: Rho Motion’s EV/ESS Q1 2024 Update w/ Iola Hughes
INDEX:
00:00 - Introduction
02:48 - About: Rho Motion
05:18 - China vs. Europe: EV Race Winner?
11:33 - Future of Affordable Electric Vehicles in Europe?
14:48 - Europe's ICE Vehicle Ban: Facing Delays?
18:37 - China's EV Exports: Global Domination?
21:11 - Affordable EVs: Boosting Adoption Rates?
28:52 - Sodium Ion Batteries: EV Market Impact?
30:43 - Sodium Ion Batteries: Future Outlook?
32:53 - Battery Energy Storage: Market Analysis
35:28 - Tesla's Energy Storage Surge: What's Ahead?
36:43 - LFP Market Share: Future Increases?
39:57 - Storage Market: One Terawatt Hour by 2030?
41:31 - Sodium Ion: Storage
44:44 - AI, Cryptocurrencies, Electricity Grid: Competing Demands?
46:56 - Tesla's Shift: Robo Taxis or Vehicles
_________________________________________________
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
50 min
April 10, 2024 Getting To Know You: Q2 Metals. w/ Alicia Milne
INDEX:
00:00 - Introduction
01:24 - Summary Synopsis
02:41 - Q2 History
06:22 - 2023 Milestone Achievements
08:32 - Cisco Project Deal Details
12:28 - Cisco vs Mia Infrastructure
13:22 - Flow-Through Financing Considerations
14:35 - Thoughts on Flow-Through Market
14:58 - Probability of Drilling at Cisco
15:57 - Who Performs Assaying
16:06 - Is Cisco the Priority?
17:25 - Expanding Team Capacity
18:23 - Plan for MIA in 2024
19:17 - Royalties on MIA
20:38 - Stellar Project
21:20 - Quebec Relations
22:21 - Quebec's Role in Market Path
23:45 - Thoughts on Consolidation in Quebec
25:44 - Infrastructure Boost After Forest Fires
_________________________________________________
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
29 min
April 07, 2024 E96: Lithium in the Sky with Diamonds. Winsome Resources' Chris Evans
INDEX:
00:00 - Introduction
03:02 - Research Coverage
06:10 - Renard Diamond Mine Purchase
14:17 - Road construction crucial for Winsome's plan
16:15 - Projected timeline for road construction?
16:25 - Probability of getting road funding
22:10 - Positive drill results boost Winsome
24:42 - Next mineral resource update at Adina?
29:24 - 100 million tons: Winsome's turning point?
32:26 - Financial horizon: $45 million cash balance
34:03 - Hostile bid protection measures
36:36 - Exploring strategic partnerships: Options and objectives
40:07 - Champion Iron Ore analogy: Turnaround potential
41:47 - ESG efforts
45:36 - Disturbances: From Diamonds to Lithium
46:44 - Quebec's unique infrastructure in mining
_________________________________________________
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
50 min
April 04, 2024 E95: Titanium Titan. IperionX's Taso Arima
INDEX:
00:00:00 - Introduction
00:07:49 - IperionX: Revolutionary Tech in Titanium Industry
00:11:00 - Rise in Titanium Prices: What's Driving It?
00:15:39 - Addressing Japan's Titanium Supply Dependence
00:22:09 - Titanium's Price Sensitivity Changing Market Dynamics
00:25:12 - Inside Titanium Market: Scraps to Specialized Products
00:30:53 - Future of 3D Printing with Titanium
00:32:40 - New Facilities Boost Titanium Production
00:38:28 - IperionX's Sales Strategy
00:42:12 - Ensuring Future Supplies of Materials
00:45:55 - Assessing IperionX's Growth Prospects
00:56:06 - Investment Decisions: What's Next?
01:00:16 - Titan Project: When Does Mining Start?
01:01:43 - IperionX: Game-Changer in Titanium Industry
01:10:17 - IperionX's Potential
_________________________________________________
Links 🌍
- IperionX’s Corporate Presentation: https://app.sharelinktechnologies.com/announcement/asx/61ee96b4860eefd04f72012e0682f68e
- Shareholder Letter: https://app.sharelinktechnologies.com/announcement/asx/fd7578eab2e35721cf782daa93f0b63b
- Half Yearly Report: https://app.sharelinktechnologies.com/announcement/asx/e5b124c9cf40636cf6e88e9ecbbb2d8a
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 14 min
March 26, 2024 E94: Bottom’s Up Lithium. Canaccord's Reg Spencer
INDEX:
00:00 - Introduction
03:51 - IperionX Reveals Titanium Recycling Breakthrough
08:35 - Titanium Eyed as Strategic Mineral for US
10:33 - IperionX's Market Surge and Revenue Outlook
12:46 - IperionX's Potential Market Impact and Profits
14:12 - Market Timing Discussion and Recharge Note
17:01 - Counter to Negative Lithium Demand Narrative
20:19 - Exploring Macro Comparisons in Lithium Market
24:35 - Concerns Raised Over African Lithium Supply
25:29 - Warning Against Rushed Lithium Projects
26:17 - Advice for Skeptical Investors in Lithium Market
29:38 - Stocks Canaccord Rates Having Most Upside - Galan, Cygnus, Latin Resources, Piedmont Lithium, Winsome Resources
31:47 - Impact of Rising Lithium Prices Explored
33:32 - Supply Cuts and Lithium Mine Viability
34:12 - Assessment of North American Lithium Mine, Piedmont, Sayona
37:48 - Positive Outlook for Galan's Lithium Production
40:33 - Albemarle Auction's Impact on Lithium Market
42:13 - MinRes Land Banking, Acquisition of Poseidon Nickel Infrastructure
43:46 - Australian Stocks and Guangzhou Futures Relationship
46:35 - Updates to Long-Term Lithium Pricing Discussed
48:09 - Suitability of 20% IRR Questioned
_________________________________________________
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
50 min
March 23, 2024 E93: Catalyst Rich. w/ Atlantic Lithium
INDEX:
05:24 - Atlantic Lithium's ($ALL) Project Updates
06:43 - Neil Discusses Economics and Future Plans
09:04 - $ALL Aims for 50M Ton Resource
10:44 - Strong Financial Outlook and Milestones
12:59 - MIF's Role in Operations
15:09 - Atlantic Lithium to List on Ghana Stock Exchange
17:22 - Mid-Year Permitting and Funding Goals
23:42 - Exploring Expansion Plans
25:41 - Reflecting on $ALL's Journey and Growth
26:55 - Atlantic & Insider-Buying
29:54 - Understanding Assore's Involvement and Bids
33:27 - Assore's Long-Term Strategy for Atlantic Lithium
35:59 - Significance of Upcoming Milestones
_________________________________________________
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
39 min
March 15, 2024 E92: Rising Up. Arcadium Lithium’s CEO Paul Graves
INDEX:
00:25:15 - HQ Move and Board Meeting
00:27:50 - CEO on Lithium Pricing, Investments
00:31:00 - Capital Costs, Strategy
00:33:59 - Market Volatility, Pricing
00:39:03 - Argentina Solves Short Carbonate Issue?
00:40:28 - Technical Grade Shift, Sales
00:43:22 - Sal de Vida, Transport
00:45:39 - Naraha Hydroxide
00:50:50 - Third-Party Chloride?
00:54:11 - $30M DLE Venture.
00:58:57 - Quebec Strategy Analysis.
01:04:36 - Ford Nemaska Deal
01:07:30 - Arcadium's OEM Financing Plans
01:10:35 - Ioneer Lithium Carbonate Strategy Adjustments
01:25:51 - Lithium Metal Business Stability
01:16:28 - Technical Grade Carbonate Future
01:19:11 - China Advantage. IRA Compliance
01:24:06 - Lithium Industry's Second Mover Advantage
01:26:50 - Quebec Lithium Industry Interest
01:29:33 - Lithium Industry Supply Chain Focus
01:34:04 - Project Delivery Accountability
01:37:56 - Lithium Market Trends Analysis
01:43:04 - Rising Lithium Industry Costs
01:46:07 - Arcadium's Credit Rating Approach
_________________________________________________
Links 🌍
Bank of America fireside chat: https://bofa.veracast.com/webcasts/bofa/globalagriculture2024/idblLf7j.cfm
BMO fireside chat: https://ir.arcadiumlithium.com/investors/financials-and-filings/calendar-of-events/event-details/2024/BMO-Global-Metals-Mining--Critical-Minerals-Conference-Fireside-Chat-with-CEO-Paul-Graves-2024-4vk3VzJjN1/default.aspx
Arcadium Q4 Conference Call: https://ir.arcadiumlithium.com/investors/financials-and-filings/calendar-of-events/event-details/2024/Arcadium-Lithium-Q4-2023-Earnings-Webcast-Conference-Call/default.aspx
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 49 min

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