Rock Stock Channel

By rockstockchannelBusiness

Rock Stock Channel episodes

March 22, 2023 Canada Rocks Keynote: Fireside Chat with Ken Brinsden
30 min
March 22, 2023 Welcome to Canada Rocks
Canada Rocks is RK Equity's first and 100% virtual conference. Join expert panelists and industry leaders as they delve deep into the Canadian hard rock thematic. Hear from companies as they discuss what's next for their projects & the industry at large.

15 min
March 21, 2023 E71: Is Graphite the next Lithium? | NMG’s Eric Desaulniers
Nouveau Monde Graphite is the only US-listed natural graphite play & is working towards secure, sustainable supply for North America. Howard & Rodney chat to CEO Eric Desaulniers about NMG's upcoming projects, partnership with Panasonic and supply / demand in the wake of Chinese Graphite dominance.
Index:
0:00 - 04:14 Introducing Eric Desaulniers & NMG
04:15 - 08:00 The rise of LFP batteries and effect on graphite demand.
08:01 - 12:32 Panasonic partnership
12:33 - 23:24 Financing, dilution, market cap & equity raising
23:25 - 26:30 Analyst coverage & the IRA
26:31 - 30:55 "Can China ramp up production and spoil the party?", concluding words
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 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 www.patreon.com/rockstockchannel
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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 www.rkequity.com
Intro and outro audio credit: Jamie Klein
31 min
March 11, 2023 E70: Free Fallin’!? | Lithium Price with Matt Fernley
China's lithium carbonate spot price has fallen over 30% in the past few months. But a number like this only shows part of the picture. Expert Analyst Matt Fernley outlines supply, demand, Tesla Investor Day 2023 and much more in this deep dive into industry.
0:00 - 03:39 Introducing Matt Fernley & the Battery Metals Review
03:40 - 10:16 Long term battery materials prices - higher than you think?
10:17 - 16:08 Spod vs Spot price? Which is best to consider.
16:09 - 18:02 Is China looking to replicate the nickel pig iron moment & disrupt the lithium industry with sodium ion and lepidolite? (Full discussion on Patreon)
18:03 - 19:28 BIG ANNOUNCEMENT!
19:29 - 21:48 Touching on Graphite
21:49 - 52:22 Debriefing Tesla's Investor Day 2023, CATL, GM & Lithium Americas
52:23 - 58:14 Government Policy & concluding words
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 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 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 www.rkequity.com
Intro and outro audio credit: Jamie Klein
59 min
March 11, 2023 E69: Scoping Global Lithium | MD Ron Mitchell
Global Lithium recently released the results of a scoping study for their Manna and Marble Bar projects in Western Australia. MD Ron Mitchell discusses this exciting news, as well as what's next for the up and coming Junior producer.
Index:
0:00 - 6:04 Introduction to Ron Mitchell, his choice to become MD of a Junior and what milestones lie ahead.
6:05 - 15:34 Unpacking the recent scoping study and its results.
15:35 - 18:29 Project locations & logistics.
18:30 - 25:46 The broader outlook on Global Lithium, supply, demand & future exploration plans.
25:47 - 29:48 Production timelines, Marble Bar lithium project & equity.
29:49 - 34:45 Final questions. Closing words.
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 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 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 www.rkequity.com
Intro and outro audio credit: Jamie Klein
35 min
February 20, 2023 E68: Re-Jigar-ing America’s Supply Chains
The Loan Programs office holds the keys to $50bn in funding for Critical Materials projects.
We're excited to share this interview with Jigar Shah, head of the LPO, who answers all Howard & Rodney's most pressing questions.
0:00 - 4:43 Pre-interview Banter
4:43 - 8:39 Introduction and context
8:40 - 11:15 Discussing the role of the Loans Project Office, the types of loans on offer and how they work.
11:16 - 15:07 How much capital can the Office deploy?
15:08 - 18:39 A detour to graphite: Does the government distinguish between natural / synthetic? Friendshoring?
18:40 - 25:10 It's time to build - lowering the cost of debt & the LPO's mechanisms
25:11 - 37:07 Albemarle's grant & the Corporate Welfare question
37:08 - 38:57 Implications of extraction technology delays for supply / funding projects outside the US?
38:58 - 41:14 How to recover LPO funding when something goes wrong?
41:15 - 53:48 Ioneer's DFS and partnership with Sibanye - does the LPO need an offttake or DFS to fund? Concluding words.

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 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 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 www.rkequity.com
Intro and outro audio credit: Jamie Klein
49 min
February 16, 2023 January Scoreboard. GM’s Lithium & More!
Howard and Rodney discuss the substantially GREEN lithium equity scoreboard from January as USA auto and government made major news - GM/LAC, Department of Energy/ioneer, Tesla/Piedmont. Is MinRes making a move on Patriot?
Video Index
0 - 4:30 Introduction, supply/demand, ESS upside surprise, January scoreboard
4:30 - 5:47: GM/Lithium Americas investment/off-take
5:47 - 10:20: How might Tesla respond?
10:20 - 13:00: Lithium pricing dynamic
13:00 - 14:00: Lithium snippets from Tesla's earnings call
14:00 - 16:15: Critical Elements, European Metals Holdings, Piedmont
18:00 - 20:45: Mineral Resources investment focus - Patriot Battery Metals or Global Lithium or others
20:45 - 22:00: Consolidation in James Bay region of Quebec
22:00-25:50: Highly prospective spodumene exploration, flow through financing.
#lithium #Tesla #electricvehicles
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 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 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 www.rkequity.com
Intro and outro audio credit: Jamie Klein
26 min
February 16, 2023 E67: Strategic Cinovec - European Metals Holdings’ Keith Coughlan
#Lithium #Tesla #electricvehicles
"Strategic Lithium" to be granted ~$50M in free money from Europe? Rodney and Howard talk again with European Metals Holdings's Keith Coughlan on the back of the European Commission rapidly advancing battery critical minerals policy in response to USA's Inflation Reduction Act.
0:00 - 6:03 Recent news, the Just transition fund & what a grant might support.
6:04 - 13:16 EMH's Capital raising, stock underperformance & the path ahead.
13:17 - 15:57 DFS and flowsheet/ ESG advantages
15:58 - 17:17 PFS and long-term prices
17:18 - 24:17 Offtakes & Macros in Europe
24:18 - Benchmark conference, the history of the project & concluding words
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 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 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 www.rkequity.com
Intro and outro audio credit: Jamie Klein
29 min
February 16, 2023 E66: Piedmont’s Year | The BOSS Keith Phillips
Following Piedmont Lithium's amended offtake agreement with Tesla this week, stocks soared. CEO Keith Phillips explains what's next and what to expect from their projects, as well as his philosophy on Big Lithium Value over the coming years.
Index:
0:00 - 5:01 Introducing Piedmont Lithium and its journey to a $1bn market cap.
5:02- 10:24 How Tesla's 2020 Battery Day shout-out led to a stock skyrocket & Piedmont's 'Astute' Sayona Investment
10:25 - 12:08 Rodney Hooper's Sayona Valuation & how pure is NAL's expected product?
12:09 - 14:03 The Carbonate thought process at Sayona Quebec
14:04 - 17:55 Australian projects & Piedmont's global listings.
17:56 - 23:17 Piedmont's Capital raising prospects, IRA and ATMV Benefits
23:18 - 25:12 Atlantic, Tennessee & The Mineral Resource Estimate
25:13 - 29:21 Building a multi-asset company. Piedmont's Team
29:22 - 35:18 How long will the $6000 spodumene concentrate price hold?
35:19 - 43:19 OI Contracts and OEMs, A word on value.
#Lithium #Tesla #electricvehicles
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 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 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 www.rkequity.com
Intro and outro audio credit: Jamie Klein
44 min
January 18, 2023 Bang the Drum All Day. 2023 Lithium Equity Outlook
In this inaugural podcast for 2023, Howard and Rodney dive deep into the news flow: what's been happening recently with Tesla, M&A activity and (of course) some words on supply, demand and price.
0:00 - 6:05 Diving into the most recent newsflow.
6:06 - 12:11 Rodney Responds: Will there be a structural deficit? Discussing the demand and price outlook for 2023.
12:12 - 17:02 Bullish on 2023- what about 2024? Digesting the news. Global Lithium.
17:03 - 20:14 Potential pay offs: Good drilling, a low-cost Tesla and upstream deals (Ford, GM, Livent, Liontown).
20:15 - 24:14 What will they talk about at Tesla's Investor day!? Nouveau Monde in Graphite.
24:15 - 30:30 Understanding the RK Equity Scoreboard for 2023. Winsome Resources' Skyrocketing Stock. Galan & LPI.
30:31 - 33:59 Closing words on capital raising, M&A and this year's outlook.
#Lithium #Tesla #electricvehicles
Register your email at 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.
And finally, if you find value in our content, please consider joining us on Patreon at 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 www.rkequity.com
Intro and outro audio credit: Jamie Klein
34 min

About Rock Stock Channel

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