Rock Stock Channel

Rock Stock Channel

By rockstockchannelBusiness
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Rock Stock Channel episodes

  • Will Q2 Metals Cisco PEA Hit $4.7B NPV?

    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:

    https://q2metals.com/corporate-presentation-file

    Follow Q2 Metals:

    LinkedIn (Alicia Milne): https://www.linkedin.com/in/alicia-milne-145a7369/
    LinkedIn (Sage McCallum): https://www.linkedin.com/in/sage-mccallum-56b16621/
    X/Twitter (Company): https://x.com/Q2Metals
    ___

    Chapters

    (00:00) Cisco’s Next Phase

    (01:46) Resource Growth Potential
    (02:52) What Must The PEA Prove?
    (04:48) Advanced Metallurgical Testing
    (06:38) Balancing Growth And Development
    (08:17) Path To Feasibility
    (09:45) Building The Development Team
    (11:33) Funding The Next Stage
    (12:40) Twelve-Month Outlook
    (13:50) $4.7B NPV Valuation?

    Links

    Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs:

    https://rkequity.com/

    Questions:

    Patreon:

    https://www.patreon.com/rockstockchannel

    Podcast  

    Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172
    Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq

    Follow us on X (Twitter):

    Howard: https://x.com/LithiumIonBull
    Matt: https://x.com/matt_fernley
    Rodney: https://x.com/RodneyHooper13

    _________________________________________________

    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

    19 min
  • Which Lithium Stocks Are The Most Mispriced?

    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.

    Explore our Patreon Membership:

    https://www.patreon.com/cw/rockstockchannel/membership

    Follow Mac Whale:

    LinkedIn - https://www.linkedin.com/in/macmurray-d-whale-2135b71/

    ___

    Chapters

    (00:00:00) SQM Signals a Tighter Lithium Market

    (00:04:15) Lithium Argentina Cash Flow Surprises
    (00:05:38) Why EV/EBITDA Misses Growth
    (00:13:01) Lithium Argentina’s Hidden Asset Value
    (00:19:29) Why Argentine Brines Stay Cheap
    (00:22:53) Volatility Keeps Lithium Buyers Sidelined
    (00:32:04) Supply Constraints Drive Lithium M&A
    (00:36:54) Quebec Lithium Still Trades Cheap
    (00:45:53) LIFT, Q2 And PMET Valuation Gap
    (00:55:43) Cesium Could Revalue PMET
    (01:02:11) Brazil Lithium Faces Permitting Risk
    (01:07:11) Lithium Africa Offers Drill-Bit Optionality
    (01:14:33) Equities Price In Much Lower Lithium
    (01:18:50) Research And Membership Details

    Links

    Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs:

    https://rkequity.com/

    Questions:

    Patreon:

    https://www.patreon.com/rockstockchannel

    Podcast  

    Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172
    Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq

    Follow us on X (Twitter):

    Howard: https://x.com/LithiumIonBull
    Matt: https://x.com/matt_fernley
    Rodney: https://x.com/RodneyHooper13
    Ben: https://x.com/benjihammond
    _________________________________________________

    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

    1 hr 22 min
  • “We Did It Our Way” - First Phosphate Lists on Nasdaq

    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:

    https://firstphosphate.com/FirstPhosphateDeck_english.pdf

    Follow First Phosphate:

    LinkedIn (John Passalacqua) - https://www.linkedin.com/in/john-passalacqua-964092257/
    LinkedIn (Company) - https://www.linkedin.com/company/first-phosphate/
    X/Twitter (Company) - https://x.com/FirstPhosphate
    ___

    Chapters

    (00:00) Nasdaq Milestone

    (03:43) Ringing The Bell
    (07:44) Financing Their Own Way
    (10:44) Ownership And Investor Trust
    (12:52) The Nasdaq ADR Strategy
    (16:10) Expanding US Investor Access
    (18:05) Capital Runway And Growth
    (22:09) Phosphate Investment Opportunity
    (24:57) Gary Stanley
    (31:08) Bela Onken
    (34:51) Laurence Zeifman

    Links

    Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs:

    https://rkequity.com/

    Questions:

    Patreon:

    https://www.patreon.com/rockstockchannel

    Podcast  

    Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172
    Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq

    Follow us on X (Twitter):

    Howard: https://x.com/LithiumIonBull
    Matt: https://x.com/matt_fernley
    Rodney: https://x.com/RodneyHooper13
    Ben: https://x.com/benjihammond

    _________________________________________________

    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

    38 min
  • Fastmarkets on Argentina Lithium, DLE + New Trade Initiation Platform

    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:

    https://www.fastmarkets.com/a-digital-platform-for-the-physical-lithium-market/

    Matt's Blog (5 Things the Market is Getting WRONG about Lithium):

    https://blog.rkequity.com/2026/08/11/5-things-the-market-is-getting-wrong-about-lithium/

    Lithium-Ion Bull (MAGA Mining & Manufacturing: Is Battery Energy Dominance Next?):

    https://mcusercontent.com/9a8c41f471f338217d776887e/files/aa46f465-f28f-849b-dbcc-905bff406691/Issue_116_MAGA_Mining_amp_Manufacturing__Is_Battery_Energy_Dominance_Next.pdf

    Follow Fastmarkets:

    X (Company) - https://x.com/Fastmarkets
    LinkedIn (Company)  - https://www.linkedin.com/company/fastmarkets/

    Chapters

    (00:00) Intro

    (02:38) Why Argentina Conference
    (06:12) Conference Takeaways
    (09:51) Building The Value Chain
    (13:06) Argentina’s Political Outlook
    (16:07) China And Western Investment
    (19:10) DLE Gains Momentum
    (21:29) Lithium Trade Initiation Platform
    (24:02) Standardizing Lithium Trades
    (29:33) Why The Market’s Ready
    (32:57) Platform Versus Benchmarks
    (34:58) Beyond Lithium
    (36:41) Market Evolution

    Links

    Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs:

    https://rkequity.com/

    Questions:

    Patreon:

    https://www.patreon.com/rockstockchannel

    Podcast  

    Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172
    Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq

    Follow us on X (Twitter):

    Howard: https://x.com/LithiumIonBull
    Matt: https://x.com/matt_fernley
    Rodney: https://x.com/RodneyHooper13
    Ben: https://x.com/benjihammond

    _________________________________________________

    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

    38 min
  • Africa’s Lithium Elephant Hunter Takes Aim (Lithium Africa)

    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:

    https://li-africa.com/wp-content/uploads/2026/07/2026_06-LAF_Corporate_Deck_Q2_July2026.pdf

    Follow Lithium Africa:

    LinkedIn (Tom Benson) - https://www.linkedin.com/in/thomasrbenson/
    LinkedIn (Company) - https://www.linkedin.com/company/lithium-africa/
    X/Twitter (Company) - https://x.com/Lithium_afri
    ___

    Chapters

    (00:00) Lithium Africa Update

    (02:29) Springbok Stockpile Sale
    (03:52) Springbok Drilling Program
    (06:29) Near-Term Production Options
    (07:43) Springbok Ownership Strategy
    (09:21) Côte d’Ivoire Drilling
    (11:20) Leadership Team Expansion
    (14:07) Upcoming Growth Catalysts
    (16:01) Closing Outlook

    Links

    Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs:

    https://rkequity.com/

    Questions:

    Patreon:

    https://www.patreon.com/rockstockchannel

    Podcast  

    Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172
    Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq

    Follow us on X (Twitter):

    Howard: https://x.com/LithiumIonBull
    Matt: https://x.com/matt_fernley
    Rodney: https://x.com/RodneyHooper13
    Ben: https://x.com/benjihammond

    _________________________________________________

    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

    17 min
  • Will Sigma Lithium Hit Its 240,000 Tonne Target?

    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.

    Follow Sigma Lithium:

    X (Company) - https://x.com/SigmaLithium
    LinkedIn (Company)  - https://www.linkedin.com/company/sigma-lithium-resources/

    Chapters

    (00:00) Q2 Results Overview

    (02:35) Production And Costs
    (04:01) Sigma's Lithium Market Outlook
    (05:37) Production Pause
    (08:06) Regulatory Resolution
    (12:08) Production Growth Plans
    (14:08) Phase Two Timing
    (17:26) Debt And Offtake
    (19:38) Operating Cash Machine
    (21:33) Expansion Funding Strategy
    (23:26) Investor Takeaways
    (26:41) US-Brazil Critical Minerals

    Links

    Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs:

    https://rkequity.com/

    Questions:

    Patreon:

    https://www.patreon.com/rockstockchannel

    Podcast  

    Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172
    Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq

    Follow us on X (Twitter):

    Howard: https://x.com/LithiumIonBull
    Matt: https://x.com/matt_fernley
    Rodney: https://x.com/RodneyHooper13
    Ben: https://x.com/benjihammond

    _________________________________________________

    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

    31 min
  • Are Lithium Stocks Today Cheap Or Too Expensive? (Chris Robb)

    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.

    Follow Chris Robb:

    LinkedIn - https://www.linkedin.com/in/chris-robb-b88102169/

    ___

    Chapters

    (00:00) Lithium Bears Face Fresh Pushback

    (03:07) Lithium Demand Growth Changes Supply Math
    (03:47) Government Battery Support Targets Bottlenecks
    (06:37) US Spodumene Conversion Case Questioned
    (15:06) Lithium Abundance Does Not Mean Supply
    (18:55) Chinese Processing Was Not The Bottleneck
    (21:31) DLE Supply Threat Looks Delayed
    (29:04) Lithium Equities May Not Be Cheap
    (32:22) DCF Versus EBITDA Valuation Debate
    (38:19) Funded Developers Offer Better Upside
    (41:37) Lithium Prices Could Rise 30–50%
    (43:56) Company Catalysts Draw New Capital
    (47:09) Sodium-Ion Threat Looks Limited
    (47:38) Storage Could Be Lithium’s Killer App

    Links

    Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs:

    https://rkequity.com/

    Questions:

    Patreon:

    https://www.patreon.com/rockstockchannel

    Podcast  

    Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172
    Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq

    Follow us on X (Twitter):

    Howard: https://x.com/LithiumIonBull
    Matt: https://x.com/matt_fernley
    Rodney: https://x.com/RodneyHooper13
    Ben: https://x.com/benjihammond
    _________________________________________________

    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

    51 min
  • Is Galan Lithium Set For A 2026 Production Breakout?

    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.

    Follow Galan Lithium:

    LinkedIn (JP Vargas) - https://www.linkedin.com/in/juan-pablo-vargas-de-la-vega-2770b723/
    LinkedIn (Ross Dinsdale) - https://www.linkedin.com/in/ross-dinsdale-cfa-19b1885b/
    LinkedIn (Daniel Jimenez) - https://www.linkedin.com/in/daniel-jimenez-schuster-71b3b5117/
    X/Twitter (Daniel Jimenez) - https://x.com/D_Jimenez_Sch
    X/Twitter (Company) - https://x.com/GalanLithium

    ___

    Chapters

    (00:00) Galan’s Valuation Opportunity

    (03:32) Company And Market Update
    (07:36) Share Price And Insider Buying
    (11:39) Production Ramp-Up Progress
    (15:43) Lithium Chloride Explained
    (20:18) Project Economics And Margins
    (24:19) Valuation And Growth Potential
    (28:23) Long-Term Expansion Strategy
    (32:05) Near-Term Milestones
    (33:22) Lithium Market Sentiment
    (35:44) Strategic Investor Interest
    (39:54) Supply, Demand And Inventories
    (41:41) Galan’s Investment Case

    Links

    Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs:

    https://rkequity.com/

    Questions:

    Patreon:

    https://www.patreon.com/rockstockchannel

    Podcast  

    Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172
    Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq

    Follow us on X (Twitter):

    Howard: https://x.com/LithiumIonBull
    Matt: https://x.com/matt_fernley
    Rodney: https://x.com/RodneyHooper13
    Ben: https://x.com/benjihammond

    _________________________________________________

    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

    45 min
  • Lithium Ionic Sells Salinas to PLS

    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.

    Follow Lithium Ionic (TSXV:LTH)

    X (Company) - https://x.com/LithiumIonic
    LinkedIn (Company) - https://www.linkedin.com/company/lithiumionic

    Chapters

    (00:00) Salinas Deal Valuation

    (02:47) Breaking News Overview
    (05:10) Why Sell Salinas
    (06:42) Deal Price And Royalty
    (08:34) Bandeira Legal Update
    (09:44) Construction Readiness
    (11:02) Board Strengthening
    (12:02) Funding Bandeira Development
    (13:22) Lithium Market Outlook
    (16:31) Brazil’s Cost Advantage

    Links

    Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs:

    https://rkequity.com/

    Questions:

    Patreon:

    https://www.patreon.com/rockstockchannel

    Podcast  

    Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172
    Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq

    Follow us on X (Twitter):

    Howard: https://x.com/LithiumIonBull
    Matt: https://x.com/matt_fernley
    Rodney: https://x.com/RodneyHooper13
    Ben: https://x.com/benjihammond

    _________________________________________________

    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

    19 min
  • 5 Reasons the Lithium Bears Are Wrong

    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.

    Follow Matt Fernley:

    X/Twitter - https://x.com/matt_fernley
    LinkedIn - https://www.linkedin.com/in/matt-fernley-8a755a3/

    Follow RK Equity:

    X/Twitter - https://x.com/RKEquityRocks
    LinkedIn - https://www.linkedin.com/company/rkequity/

    ___

    Chapters

    (00:00) Five Lithium Bear Arguments Are Wrong:

    (01:06) 1) Sodium-Ion Won’t Replace Lithium-Ion
    (03:59) 2) ESS Demand Goes Beyond Hyperscalers
    (05:53) 3) Batteries No Longer Need Subsidies
    (07:20) 4) Compounding Demand Requires Massive New Supply
    (09:19) 5) Lithium Resources Don’t Equal Fundable Supply

    Links

    Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs:

    https://rkequity.com/

    Questions:

    Patreon:

    https://www.patreon.com/rockstockchannel

    Podcast  

    Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172
    Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq

    Follow us on X (Twitter):

    Howard: https://x.com/LithiumIonBull
    Matt: https://x.com/matt_fernley
    Rodney: https://x.com/RodneyHooper13
    Ben: https://x.com/benjihammond
    _________________________________________________

    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

    12 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…

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