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Q2 Metals (TSXV: QTWO) CEO Alicia Milne and VP Exploration Sage McCallum join Rock Stock Channel (Matt and Howard) to discuss what investors should watch ahead of the upcoming Cisco PEA, including project scale, advanced metallurgy, infrastructure, resource conversion, current drilling and the path from PEA into feasibility.
We also examine Canaccord’s shift from valuing Cisco as an exploration asset to a risked developer NPV framework, and what Q2 still needs to prove as Cisco advances toward development.
Q2 Metals Corporate Presentation:
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(00:00) Cisco’s Next Phase
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DISCLAIMER
NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH.
Howard, Matt, and Rodney are not financial advisors or broker-dealers. This video is provided for informational purposes only and should not be considered investment or financial advice. Please conduct 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
Mac Whale returns to Rock Stock Recap to discuss where he sees the best value in TSX-listed lithium stocks - and why lithium equities may still be mispricing the sector’s improving fundamentals.
We cover Lithium Argentina, Patriot Battery Metals (PMET), Q2 Metals, Li-FT Power, Sigma Lithium and Lithium Ionic, along with the debate over EV/EBITDA vs NAV, Argentina brines, Quebec hard rock, lithium M&A and the growing gap between lithium prices and equity valuations. Mac also explains why supply constraints, higher producer demand forecasts and upcoming project catalysts could reshape the investment case.
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Chapters
(00:00:00) SQM Signals a Tighter Lithium Market
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DISCLAIMER
NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH.
Howard, Matt, and Rodney are not financial advisors or broker-dealers. This video is provided for informational purposes only and should not be considered investment or financial advice. Please conduct 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
First Phosphate (CSE/NASDAQ: PHOS) CEO John Passalacqua joins Howard Klein to discuss the company’s Nasdaq milestone, its self-sponsored Level II ADR listing under ticker PHOS, and the entrepreneurial path behind raising $80 million without a traditional investment bank.
The conversation covers First Phosphate’s ownership culture, insider alignment, access to US investors, capital runway, and the growing opportunity around igneous phosphate for LFP batteries. Howard and John also reflect on the Nasdaq opening bell, shareholder support, and why this ADR route could offer a new model for Canadian critical minerals companies seeking US market access.
PHOS Presentation:
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(00:00) Nasdaq Milestone
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_________________________________________________
DISCLAIMER
NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH.
Howard, Matt, and Rodney are not financial advisors or broker-dealers. This video is provided for informational purposes only and should not be considered investment or financial advice. Please conduct 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
Letícia Simionato and Przemek Koralewski of Fastmarkets join Rock Stock Channel (Howard and Matt) to talk about South America’s growing role in the lithium market, key takeaways from the Fastmarkets Lithium Conference in Buenos Aires, Argentina’s improving mining outlook, DLE momentum, China’s influence in the lithium supply chain, and Fastmarkets’ new digital spot platform for lithium price discovery and trade initiation.
The discussion covers why Argentina is emerging as one of South America’s most dynamic lithium markets, how lithium brines remain a low-cost opportunity, why DLE is gaining credibility, and how greater transparency, standardisation, and liquidity could help the lithium market mature.
Fastmarkets Lithium Trade Initiation Platform:
Matt's Blog (5 Things the Market is Getting WRONG about Lithium):
Lithium-Ion Bull (MAGA Mining & Manufacturing: Is Battery Energy Dominance Next?):
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(00:00) Intro
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_________________________________________________
DISCLAIMER
NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH.
Howard, Matt, and Rodney are not financial advisors or broker-dealers. This video is provided for informational purposes only and should not be considered investment or financial advice. Please conduct 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
Lithium Africa (TSXV: LAF) CEO Dr. Tom Benson joins Rock Stock Channel (Ben and Matt) to discuss the company’s latest progress across its African lithium portfolio, including active drilling at Springbok in South Africa and Adzopé in Côte d’Ivoire, the potential Springbok stockpile sale, the Ganfeng Lithium joint venture, and key catalysts expected over the next 6–12 months.
The discussion also covers Springbok’s hub-and-spoke exploration potential, near-term revenue optionality, Côte d’Ivoire assay timing, new board and CFO appointments, and Lithium Africa’s strategy to build a leading lithium platform across Africa.
LAF Presentation:
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(00:00) Lithium Africa Update
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_________________________________________________
DISCLAIMER
NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH.
Howard, Matt, and Rodney are not financial advisors or broker-dealers. This video is provided for informational purposes only and should not be considered investment or financial advice. Please conduct 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
Sigma Lithium (NASDAQ: SGML) CEO Ana Cabral joins Howard Klein and Matt Fernley to discuss SGML’s Q2 results, record 47% EBITDA margin, lower operating costs, improving lithium market conditions, offtake funding potential, and the path toward major production growth.
The conversation also covers Sigma’s temporary production pause, regulatory negotiations in Brazil, balance sheet strategy, Phase 2 timing, and whether the market is overlooking Sigma Lithium’s cash generation and long-term growth profile.
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(00:00) Q2 Results Overview
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_________________________________________________
DISCLAIMER
NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH.
Howard, Matt, and Rodney are not financial advisors or broker-dealers. This video is provided for informational purposes only and should not be considered investment or financial advice. Please conduct 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
Chris Robb, Howard Klein and Matt Fernley debate whether lithium bears are missing the real story: demand growth, project financing, DLE delays, Chinese processing capacity, and whether lithium equities are actually cheap.
In this Rock Stock Recap, the discussion covers Rick Rule’s lithium skepticism, why “abundant resources” don’t automatically become supply, whether hard-rock lithium is threatened by Exxon, Chevron, Occidental and Berkshire-backed DLE, and why Matt sees lithium prices rising 30–50%. Chris pushes back on lithium stock valuations, Howard argues the market is undervaluing growth and margins, and the group also discusses Core Lithium, Standard Lithium, Lithium Argentina, Pilbara, Galan, Lithium Ionic, First Phosphate, sodium-ion batteries and energy storage.
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(00:00) Lithium Bears Face Fresh Pushback
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DISCLAIMER
NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH.
Howard, Matt, and Rodney are not financial advisors or broker-dealers. This video is provided for informational purposes only and should not be considered investment or financial advice. Please conduct 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
Galan Lithium (ASX: GLN) CEO JP Vargas and CFO Ross Dinsdale join Rock Stock Channel (Howard and Matt) to discuss Galan’s ramp-up toward first lithium chloride concentrate sales, insider buying, low-cost Argentine brine production, and the company’s long-term growth potential at Hombre Muerto West.
Matt Fernley and Howard Klein dig into Galan’s valuation discount versus hard rock lithium peers, the economics of lithium chloride concentrate, falling lithium inventories, strategic interest from Asia, and why Galan could become a significant new lithium producer in Argentina.
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Chapters
(00:00) Galan’s Valuation Opportunity
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_________________________________________________
DISCLAIMER
NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH.
Howard, Matt, and Rodney are not financial advisors or broker-dealers. This video is provided for informational purposes only and should not be considered investment or financial advice. Please conduct 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
Lithium Ionic (TSXV: LTH) COO Mike Westendorf joins Rock Stock Channel (Howard and Matt) to discuss the company’s breaking Salinas transaction with PLS, one of the world’s largest hard rock lithium producers. The deal includes US$37.5 million in cash and a 2% royalty on future spodumene sales, while allowing Lithium Ionic to focus on advancing its flagship Bandeira project toward production.
Howard Klein and Matt Fernley also discuss what the transaction implies for Lithium Ionic’s valuation, Brazil’s growing role in hard rock lithium, strategic interest in the sector, and the broader outlook for spodumene and lithium M&A.
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(00:00) Salinas Deal Valuation
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_________________________________________________
DISCLAIMER
NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH.
Howard, Matt, and Rodney are not financial advisors or broker-dealers. This video is provided for informational purposes only and should not be considered investment or financial advice. Please conduct 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
Lithium bears keep repeating the same arguments - but are they actually right?
In this Rock Stock University episode, Matt Fernley breaks down five major misconceptions about the lithium market, including sodium-ion batteries, ESS demand, battery economics, long-term lithium demand growth, and the difference between geological resources and fundable supply.
We look at why the lithium sell-off may be overdone, why energy storage could become a major driver of battery demand, and why future lithium supply may be harder to develop than headline resource numbers suggest.
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Chapters
(00:00) Five Lithium Bear Arguments Are Wrong:
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DISCLAIMER
NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH.
Howard, Matt, and Rodney are not financial advisors or broker-dealers. This video is provided for informational purposes only and should not be considered investment or financial advice. Please conduct 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
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