Rock Stock Channel

By rockstockchannelBusiness

Rock Stock Channel episodes

October 27, 2023 E79: LME Week Lithium Special Fastmarkets Will Adams
INDEX:
0:00 - Introduction
3:57 - Undersupply and Increased prices
7:44 - Wholesale vs. Retail
8:48 - Unexpected production?
13:03 - Future trading
15:23 - Spodumene price
16:49 - Margin splits
20:08 - Lower highs to come?
22:24 - Africa's supply
24:24 - Long-term assumptions
25:14 - Price of 30 enough?
26:15 - MNA: Securing Supply and Price
27:47 - Risk of lithium diversification
29:19 - Lithium sulphate production?
30:08 - Two-tier pricing?
31:12 - Are large OEMs on track?
33:18 - Hybrids and Developing Worlds
35:13 - Will's closing remarks
#lithium #Tesla #electricvehicles
_________________________________________________
Thank you to our Patrons for supporting the channel.
Register your email at https://www.rkequity.com and follow Rodney and me on Twitter (@lithiumionbull @RodneyHooper13) and on LinkedIn. Please also subscribe to Rock Stock Channel on YouTube to ensure full access to all our free content.
_________________________________________________
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
37 min
October 18, 2023 Rock Stock Recap | E4
INDEX:
0:00 - Liontown news
3:49 - Trading prices
7:44 - Albemarle should look for alternatives
11:24 - Why the asset rush?
17:45 - JP Morgan's bearish forecast
25:42 - Inclusion of Bacanora, Mexico
27:35 - Latent converting capacity
31:53 - Guangzhou Futures
35:18 - Sign of a bottom
40:10 - Low valuation companies
44:16 - Winsome Resources webinar
46:19 - Critical Elements early intercepts
48:05 - Closing remarks
50 min
September 30, 2023 E78: Pilbara Minerals’ Dale Henderson
INDEX:
2:55 - Dale's background
6:22 - Discuss presentation
9:52 - Demo plant
13:19 - Use of 3B AUD
14:49 - View on spod market
20:25 - Conversion capacity
23:03 - Miners margin split
24:29 - Short-term forecast
26:29 - Fortescue
28:12 - Potential partners
32:29 - M&A: Where's Pilbara?
35:52 - M&A: Entry strategy
37:18 - South America considerations?
38:42 - Thoughts on Quebec
40:08 - The bond market
40:33 - Market vs. Strategic evaluations
42:03 - Closing
#lithium #Tesla #electricvehicles
_________________________________________________
Thank you to Zelandez for sponsoring this video.
** Visit Zelandez.com for lithium brine services **
A note about the DLE services advertised: Zelandez helps clients choose wisely what DLE may work for their brine chemistry.
And thank you to our Patrons for supporting the channel.
If you like this video, please click the 'like' button and please also comment so we can improve our content going forward.
Register your email at https://www.rkequity.com and follow Rodney and me on Twitter (@lithiumionbull @RodneyHooper13) and on LinkedIn. Please also subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content.
And finally, if you find value in our content, please consider joining us on Patreon at https://www.patreon.com/rockstockchannel
_________________________________________________
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
44 min
September 23, 2023 New Lithium Champion in James Bay?
INDEX:
0:00 - Introduction
1:56 - Top 12 in James Bay
3:56 - Jonathan's introduction
7:11 - Scale of project
9:07 - Financial standing
11:47 - Drilling
16:41 - Land position
21:23 - Shareholder base/ASX listing
23:31 - Permitting
27:42 - Other projects
30:20 - Champion's future
33:26 - Closing
#lithium #Tesla #electricvehicles
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Hear Winsome Resources Managing Director Chris Evans provide the next investor update next Tuesday 13 June @ 8.30am AWST.
Sign up: https://my.demio.com/ref/RgoNzH6oefNm...
_________________________________________________
Re-uploaded due to an editing omission :)
Thank you to Zelandez for sponsoring this video.
** Visit Zelandez.com for lithium brine services **
A note about the DLE services advertised: Zelandez helps clients choose wisely what DLE may work for their brine chemistry.
And thank you to our Patrons for supporting the channel.
If you like this video, please click the 'like' button and please also comment so we can improve our content going forward.
Register your email at https://www.rkequity.com and follow Rodney and me on Twitter (@lithiumionbull @RodneyHooper13) and on LinkedIn. Please also subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content.
And finally, if you find value in our content, please consider joining us on Patreon at https://www.patreon.com/rockstockchannel
-----
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
34 min
September 18, 2023 Rock Stock Recap | E2
INDEX:
00:00 - 3:25 Introduction
3:26 - 4:40 Sigma news
4:41 - 7:05 MNA/Minerals Manhattan Podcast
7:06 - 8:38 Defence Production Act
8:39 - 12:28 Rodney's views on Sigma
12:29 - 14:30 Potential in Brazil
14:31 - 22:27 Western Australia speculations
22:28 - 23:59 Hancock and Gina Rinehart
24:00 - 32:14 UAW strikes
32:15 - 40:38 Thacker Pass traction
40:39 - 45:41 European Investigation
45:42 - 46:40 Closing
#lithium #Tesla #electricvehicles
____________________________________________
Shout and thank you to our sponsors, Lithium Royalty Corp $LIRC & Zelandez.
https://www.lithiumroyaltycorp.com
https://www.zelandez.com
____________________________________________
And thank you to our Patrons for supporting the channel.
If you like this video, please click the 'like' button and please also comment so we can improve our content going forward.
Register your email at https://www.rkequity.com and follow Rodney and me on Twitter (@lithiumionbull @RodneyHooper13) and on LinkedIn. Please also subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content.
And finally, if you find value in our content, please consider joining us on Patreon at https://www.patreon.com/rockstockchannel
-----
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
47 min
September 13, 2023 Rock Stock Recap | E1
The beginning of our new 🔥 Rock Stock Recap 🔥 series. A new video is uploaded every weekend! Tune in to Howard and Rodney discussing some of the week's most interesting news.
#lithium #Tesla #electricvehicles
____________________________________________
Shout and thank you to our sponsors, Lithium Royalty Corp $LIRC & Zelandez.
https://www.lithiumroyaltycorp.com
https://www.zelandez.com
____________________________________________
And thank you to our Patrons for supporting the channel.
If you like this video, please click the 'like' button and please also comment so we can improve our content going forward.
Register your email at https://www.rkequity.com and follow Rodney and me on Twitter (@lithiumionbull @RodneyHooper13) and on LinkedIn. Please also subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content.
And finally, if you find value in our content, please consider joining us on Patreon at https://www.patreon.com/rockstockchannel
-----
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
September 13, 2023 RK Equity Presents: ASX Lithium Rocks
Thanks for tuning into ASX Lithium Rocks, our second virtual conference. Here, we'll speak to TEN ASX-listed hard rock producers, advanced developers & early-stage explorers.
INDEX:
0:00 - 17:10 Conference Intro/Market Commentary - Howard Klein
17:10 - 18:09 Sponsor segments - Zelandez, Lithium Royalty Corp
18:10 - 29:11 Piedmont Lithium - Keith Phillips
29:12 - 38:00 Atlantic Lithium - Neil Herbert
38:01 - 48:11 Sayona Mining - Guy Bellau
48:12 - 58:14 Stelar Metals - Colin Skidmore, Stephen Biggins
58:15 - 1:08:35 Solis Minerals - Matt Boyes
1:08:36 - 1:16:42 ASX Lithium Outlook - Rodney Hooper
1:16:43 - 1:25:17 European Metals Holdings - Keith Coughlan
1:25:18 - 1:35:17 Global Lithium - Ron Mitchell
1:35:18 - 1:46:14 Ioneer - James Calaway
1:46:15 - 1:56:08 Winsome - Chris Evans
1:56:09 - 02:06:45 Patriot - Blair Way
02:06:45 - 02:07:46 Closing - Howard Klein

#lithium #Tesla #electricvehicles
________________
Thank you to our sponsors, Lithium Royalty Corp $LIRC & Zelandez.

https://www.lithiumroyaltycorp.com
https://www.zelandez.com
________________
Thank you to our Patrons for supporting the channel.

If you like this video, please click the 'like' button and please also comment so we can improve our content going forward.

Register your email at https://www.rkequity.com and follow Rodney and me on Twitter (@lithiumionbull @RodneyHooper13) and on LinkedIn. Please also subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content.

And finally, if you find value in our content, please consider joining us on Patreon at https://www.patreon.com/rockstockchannel
-----
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

Credits:
Theme music - Discipline, Mr Smith, Free Music Archive, License CC BY
Outro music - Jamie Klein
2 hr 8 min
August 13, 2023 Lithium Earnings. Market Wrap-Up Q2 2023
July saw earnings calls from virtually all major spodumene and chemicals producers Pilbara, Mineral Resources, IGO, Allkem, AMG, Albemarle and Livent which painted a broadly rosy medium and long-term market outlook, justifying their significant capital investments to grow lithium supply. We speak to TD Cowen's David Deckelbaum about this quarter's earnings calls and what lies ahead.
#lithium #Tesla #electricvehicles
____________________________________________
Thank you to our sponsors, Lithium Royalty Corp $LIRC & Zelandez.
https://www.lithiumroyaltycorp.com
https://www.zelandez.com
____________________________________________
And thank you to our Patrons for supporting the channel.
If you like this video, please click the 'like' button and please also comment so we can improve our content going forward.
Register your email at https://www.rkequity.com and follow Rodney and me on Twitter (@lithiumionbull @RodneyHooper13) and on LinkedIn. Please also subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content.
And finally, if you find value in our content, please consider joining us on Patreon at https://www.patreon.com/rockstockchannel
-----
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
August 01, 2023 E75: Indonesia’s Nickel. Opportunity or Dirty Secret?
This week we're joined by Bruna Grossl and Harry Fisher of Benchmark Minerals after their excellent note on Indonesian nickel production and its associated ESG considerations (read here: https://source.benchmarkminerals.com/article/opinion-overcoming-mining-waste-issues-will-be-key-to-indonesias-nickel-ambitions)
With apparent oversupply looming, how will the market respond? And why has Elon suddenly gone silent on nickel?
Index:
0:00 - 05:39 Introducing Harry and Bruna. Why has Elon stopped talking about nickel?
05:40 - 13:44 Betting on nickel - what can we expect to see in the price and market?
13:45 - 24:28 How dirty is the Indonesian nickel supply?
24:29 - 28:58 The IRA and how it'll affect supply into the US / Canada.
29:59 - 36:37 Market outlook and recent investments in nickel from OEM's
#lithium #Tesla #electricvehicles
____________________________________________
Shout and thank you to our sponsors, Lithium Royalty Corp $LIRC & Zelandez.
https://www.lithiumroyaltycorp.com
https://www.zelandez.com
____________________________________________
And thank you to our Patrons for supporting the channel.
If you like this video, please click the 'like' button and please also comment so we can improve our content going forward.
Register your email at https://www.rkequity.com and follow Rodney and me on Twitter (@lithiumionbull @RodneyHooper13) and on LinkedIn. Please also subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content.
And finally, if you find value in our content, please consider joining us on Patreon at https://www.patreon.com/rockstockchannel
-----
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
37 min
July 17, 2023 Taking Stock: My Life. Narrating 15 Years of Lithium Bull.
Howard recently presented at the 15th Lithium Supply & Battery Raw Materials Conference in Las Vegas. Here, he outlines the shifts and flows of the industry that have come to define Lithium 1.0 (2009-2015), Lithium 2.0 (2016-2020) and now, Lithium 3.0.
#lithium #Tesla #electricvehicles
____________________________________________
Shout and thank you to our sponsors, Lithium Royalty Corp $LIRC & Zelandez.
https://www.lithiumroyaltycorp.com
https://www.zelandez.com
____________________________________________
Thanks to Fastmarkets for preparing this video & having us at the conference.
____________________________________________
And thank you to our Patrons for supporting the channel.
If you like this video, please click the 'like' button and please also comment so we can improve our content going forward.
Register your email at https://www.rkequity.com and follow Rodney and me on Twitter (@lithiumionbull @RodneyHooper13) and on LinkedIn. Please also subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content.
And finally, if you find value in our content, please consider joining us on Patreon at https://www.patreon.com/rockstockchannel
-----
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
26 min

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