Rock Stock Channel

By rockstockchannelBusiness

Rock Stock Channel episodes

December 09, 2022 E63: Canada’s DLE Lithium Champion (E3 Lithium)
Following E3 Lithium's $27 million award from Canada's Strategic Innovation Fund, Howard Klein and Chris Doornbos discuss what's next for the metals producer.
Index:
0:00 - 3:37 Introducing E3, Chris Doornbos and their $27 million project.
3:38 - 10:35 Value creation steps from here? Prospects of a pilot
10:36 - 15:52 How does this inform the PFS, processing & consistency of material.
15:53 - 18:01 The DPA and working with the defence force/ federal government?
18:02 - 21:19 Value for shareholders.
21:20 - 23:27 Imperial partnership
23:28 - 32:42 The infrastructure funding & DLE Lithium Stories. What could we, as equity holders, expect in the next 12 months?
32:43 - 35:29 Would large fund raising speed the process along?
35:30 - 37:12 The reason we're doing this: "Canada's writing cheques" and the E3 Team.
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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
37 min
December 03, 2022 Rodney Hooper on Tour: Benchmark Minerals Week/121 Mining Conference.
Rodney Hooper shares takeaways & commentary from his presentations at Benchmark Minerals Week in Los Angeles, 121 Mining Conference in London and following Tesla, Albemarle, Livent and SQM earning results.
#Tesla #Lithium #electricvehicles
Index:
0:00 - 1:03 Overview: 121 Conference, Benchmark Conference, Rodney's recent report and earnings season from Livent, Albemarle, Tesla and SQM
1:04 - 7:29 ICYMI: 121 and Benchmark Mining Conferences in LA and London
7:30 - 16:39 Addressing Goldman Sachs's negative lithium note/ differences in forecasts
16:40 - 18:10 GS argument for front-loading of supply via subsidies
18:11 - 20:25 Rodney's recent report on Piedmont
20:26 - 22:55 A look at re-ratings
22:56 - 24:33 Rodney's 121 Presentation and insights from London
24:34 - 27:43 Earnings call discussion: SQM, Livent and Albemarle
27:44 - 31:41 General commentary on EV market growth
31:42 - 35:21 Mineral resources AGM notes
35:22 - 37:55 Elon Musk Software Speculation
37:56 - 39:58 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
40 min
November 27, 2022 E62: Biden’s Bullish Congressional Climate
In this post-Midterms discussion, Ben Steinberg of Venn Strategies and Howard Klein unpack policy, political happenings, and their implications for the battery metals supply chain.
Index:
0:00 - 3:22 Midterm Election context, introduction to Ben Steinberg, Venn Strategies
3:23 - 4:50 The Battery Metals and Technology Coalition
4:51 - 9:23 Explaining our Grant spreadsheet summary and how this funding is transferred/ Concern about mining (patreon bonus)?
9:24 - 13:29 Could there be funding for mining?
13:30 - 17:54 Is there movement on grant funding for mineral projects?
17:55 - 22:28 "Carrot before the stick": USTR Tariffs, minerals securities partnership & the state department.
22:29 - 27:05 The Energy Transition: Captive Supply Chains?
27:06 - 29:19 Grant negotiations
29:20 - 33:54 Legislation in Canada & the US: Is the playing field level?
33:55 - 39:03 Biden's Legislation & The potential of projects to fail?
39:04 - 40:21 Could the battery raw metals production/ supply chain be an olive branch to ratchet down overall geopolitical tensions- and facilitate more Chinese-American partnerships?
40:22 - End SQM and Closing comments
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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/lithiumionrocks
-----
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
48 min
November 08, 2022 E61: KISS from a Rose. Critical Elements Lithium
Signed, Seal'd & Delivered. Critical Elements CEO Jean-Sébastien Lavallée discusses what's next now that he's received FINAL PERMITS for the Rose project in Quebec.
#lithium #electricvehicles #tesla
Index:
0:00- 4:49 Introducing JS and the Rose project.
4:50 - 6:30 Discussing the Rose project economics
6:31 - 7:58 Forecast pricing deck comparison, shifts in Capex.
7:59 - 9:26 Market timing and the ideal offtake partner.
9:27 - 17:09 Optionality and the feasibility study, the technical grade glass market.
17:10 - 19:30 Obtaining permits and fundraising.
19:31- 21:22 Next steps in the negotiation process?
21:23 - 24:14 Is there any prospect of grant/ soft funding?
24:15 - 29:29 Financing debt and timelines.
29:30 - 32:12 European partners on the horizon ?
32:13 - 35:33 Next steps for mining if something substantial is found?
35:34 - 36:47 Infrastructure near the Rose site.
36:48 - 41:17 Production prospects for 2024. Value for investors?
41:18 - 42:24 Concluding remarks
Consider joining us on Patreon at www.patreon.com/rockstockchannel
Please subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content. And click the 'like' button and comment so we can improve our content going forward.
To access our free newsletter, register your email at www.rkequity.com
Follow Rodney and Howard on Twitter (@lithiumionbull @lithiumionrocks @RodneyHooper13) and on LinkedIn.
-
DISCLAIMER
NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH
Welcome to Rock Stock Channel. Today we start a new series of individual short videos on raw materials companies that we think should benefit from the rising demand from electric vehicles, energy storage and other clean energy technologies.
No payment has been paid in connection with the preparation of this video and all Rodney’s comments and research are his own independent opinions. 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
43 min
October 28, 2022 RK Equity Presents: 121 Lithium Panel Discussion
INDEX
0:00 - 2:12 Introductions and context.
2:13 - 4:11 Michael White, Piedmont Lithium CFO, on Exponential Growth and North American Lithium.
4:12 - 09:51 Christobal Garcia-Huidobro on Lithium Power in Chile: What are people missing?
09:52 - 15:49 Emily Hersh of Luna Lithium on minerals in America and policy.
15:50 - 20:49 Erez Ichilov of Traxys Battery Materials on investment strategy.
20:50 - 29:28 Howard Marguilis of Maxen Capital Advisors on OEMs and intermediating Big Oil's investment in Lithium. DLE Technology.
29:29 - 40:30 Brine exploration, sustainability and the use of DLE technologies.
40:31 - 47:00 Hard rock and growth: Piedmont's promising projects.
47:01 - 49:00 Funding projects and re-investment.
49:01 - 50:38 Questions from the panel: Doing business in Ghana?
50:39 - 55:32 Recruiting technical talent.
55:33 - 1:07:27 Questions from the audience.
1:07:28 - 1:08:14 Concluding words.
Many thanks to the team at Assay and 121 for editing and preparing the centrepiece of this video, as well as for hosting us.
Please consider joining us on Patreon at www.patreon.com/rockstockchannel
Please subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content. And click the 'like' button and comment so we can improve our content going forward.
Please register your email at www.rkequity.com
Follow Rodney and Howard on Twitter (@lithiumionbull @lithiumionrocks @RodneyHooper13) and on LinkedIn.
-
DISCLAIMER
NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH
Welcome to Rock Stock Channel. Today we start a new series of individual short videos on raw materials companies that we think should benefit from the rising demand from electric vehicles, energy storage and other clean energy technologies.
No payment has been paid in connection with the preparation of this video and all Rodney’s comments and research are his own independent opinions. 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
1 hr 9 min
October 24, 2022 RK Equity Presents: Lithium: Bound for Glory
In this address at the 121 Mining Conference, Howard speaks about lithium, its potential, and important trends within this investment space.
INDEX:
0:00 - 2:52 Introduction and the creation of RK Equity's media.
2:53 - 4:13 Lithium's Growth Potential
4:14 - 5:54 The Lithium Equity Market: Will it crash? Pricing trends and M&A's.
5:55 - 08:32 The Higher Love Narrative, and Lithium's Bullish Indicators.
08:33 - 10:35 Li Fe is Good. Gold is Old. The return of commodities.
10:36 - 11:50 A Case Study: SQM Aramco
11:51 - 12:43 Spodumene Software.
12:44 - 13:18 Lithium Unicorns
13:19 - 15:43 Are inflation & rising interest rates good or bad for lithium and commodity equities?
15:44 - 16:53 The Declaration of (Lithium) Independence
16:54 - 18:31 Concluding words
Many thanks to the team at Assay and 121 for editing and preparing the centrepiece of this video, as well as for hosting us.
Please consider joining us on Patreon at www.patreon.com/rockstockchannel
Please subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content. And click the 'like' button and comment so we can improve our content going forward.
Please register your email at www.rkequity.com
Follow Rodney and Howard on Twitter (@lithiumionbull @lithiumionrocks @RodneyHooper13) and on LinkedIn.
-
DISCLAIMER
NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH
Welcome to Rock Stock Channel. Today we start a new series of individual short videos on raw materials companies that we think should benefit from the rising demand from electric vehicles, energy storage and other clean energy technologies.
No payment has been paid in connection with the preparation of this video and all Rodney’s comments and research are his own independent opinions. 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
19 min
October 12, 2022 E60: $ALL About Re-Rating | Len Kolff
In this interview with Len Kolff, interim CEO of Atlantic Lithium, $ALL is revealed about their recent ASX listing, the progress of their Ewoyaa project in Ghana, and what the future might hold for a re-rating.

INDEX
0:00 - 3:32 Setting the scene
3:44 - 8:50 Background to Len Kolff and the Atlantic Story in Ghana
8:51 - 13:03 Where is Atlantic today? Unpacking Atlantic's recent prefeasibility study (PFS) and mine life.
13:04 - 15:08 What is the timeline to production?
15:09 - 28:15 Explaining the joint venture with Piedmont: How it started and why it's working.
28:16 - 33:00 Atlantic's ASX Listing.
33:00 - 34:47 Concluding words.
35 min
October 12, 2022 E59: The Price is Right - Spodumene Pricing w/ Peter Hannah
Peter Hannah of Fastmarkets discusses his insightful new 3-part article covering:
How is spodumene priced?
How should spodumene be priced?
Why should you care how spodumene is priced?
Join us on Patreon to access this interview's exclusive extended cut: https://www.patreon.com/rockstockchannel
INDEX
00:00 - 04:49 Introducing Peter Hannah, a bit of background, and takeaways from the Barcelona Fastmarkets Conference.
04:50 - 10:28 Debriefing SGX's carbonate contract and the evolution of price indexes/ derivative contracts.
10:29 - 13:31 Spodumene, and how might Albemarle's pricing affect their mining contracts?
13:32 - 16: 25 "Can spodumene create its own market and price for itself, and be the driver for hydroxide prices?"
16:26 - 18:42 Discussing Peter's 3-part series on spodumene pricing: Funding projects and financial instruments.
18:43 - 22:14 Green Aluminium and sustainability: Will there be a green premium for lithium? And a word on security of supply and European policy.
22:15 - 28:33 Will speculation cause volatility in pricing for carbonate contracts? IORs, spot price indexes and banks: Will they play in the spodumene market?
28:34 - 30:16 A unit trust for lithium? Commenting on Sprott's recent development.
30:17 - 33:02 Why should people care about lithium pricing? Midstream potential projects.
33:03 - 38:44 Chris Ellison, the lithium deficit and spodumene pricing mechanisms.
38:45- 40:22 Concluding remarks.
Please consider joining us on Patreon at www.patreon.com/rockstockchannel
Please subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content. And click the 'like' button and comment so we can improve our content going forward.
Please register your email at www.rkequity.com
Follow Rodney and Howard on Twitter (@lithiumionbull @lithiumionrocks @RodneyHooper13) and on LinkedIn.
-
DISCLAIMER
NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH
Welcome to Rock Stock Channel. Today we start a new series of individual short videos on raw materials companies that we think should benefit from the rising demand from electric vehicles, energy storage and other clean energy technologies.
No payment has been paid in connection with the preparation of this video and all Rodney’s comments and research are his own independent opinions. 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
41 min
October 05, 2022 E58: Global Lithium-ion Rocks! Part Three - Takeover & Off-taker SPECULATION
Corporate activity is the focus of this final segment of Global Lithium-ion Rocks. Joe Lowry talks with Rodney Hooper and Howard Klein about high prices for some lithium developers, recent off-take agreements, and new entrants to the industry, while speculating on which major and minor producers might get acquired.
#Lithium #Tesla #electricvehicles
Index:
00:00 - 03:09 What acquisition deals have been in action recently? Did Ganfeng overpay for Lithea?
03:10 - 08:47 Thoughts on the spot pricing of spodumene by Mineral Resources vs Albemarle's long-term hydroxide contracts.
08:48 - 12:33 MinRes and Ganfeng's offtake restructuring: How does it work? + A few words on pricing.
12:34 - 17:48 Joe's global viewpoint on Lithium and the hydroxide market.
17:49 - 22:48 Producers buying producers: Who might buy Livent/ Pilbara/ Allkem? Oulooks on potential acquisitions.
22:49 - 25:43 Glencore to buy Pilbara? And the future of Lithium investments.
25:44 - 28:59 What role will Japan and Korea be in resource investing/ serving the global supply chain?
29:00 - 33:42 OEMs and off-takes: What's the likely outcome for projects with uncommitted partners?
33:43- 37:00 Big Oil's investments in the battery space.
37:01 - 41:57 Multi-project Juniors: Which projects will generate more cash flow?
41:58 - "Where is the best bang for your buck if you were to invest in the sector right now, ?"
Please consider joining us on Patreon at www.patreon.com/rockstockchannel
Please subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content. And click the 'like' button and comment so we can improve our content going forward.
Please register your email at www.rkequity.com
Follow Rodney and Howard on Twitter (@lithiumionbull @lithiumionrocks @RodneyHooper13) and on LinkedIn.
---
DISCLAIMER
NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH.
Welcome to Rock Stock Channel: a series of individual short videos on raw materials companies that we think should benefit from the rising demand from electric vehicles, energy storage and other clean energy technologies.
No payment has been paid in connection with the preparation of this video and all Rodney’s comments and research are his own independent opinions. 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
58 min
October 01, 2022 E58: Global Lithium-ion Rocks! Part Two - Geopolitics
In Part Two of our collaboration with Mr. Lithium Joe Lowry, Global Lithium and Lithium Ion Rocks discuss #Lithium geopolitics: secure, sustainable supply chain.
Keep an eye out for part 3, where we take a close look at corporate activity: M&A's, offtakes, incumbents and developers.
#Tesla #electricvehicles
Index00:00 - 08:20 Thoughts on the inflation reduction act: Will it level the playing field? Can the USA be self-sufficient?08:21 - 14:11 Is there a risk of demand destruction based on the high prices forecast? 14:12 - 18:05 China, Tesla and the raw materials shortage: a rounding error?18:05 - 22:21 Shipping spodumene.22:22 - 23:57 What's a short term and medium term solution to have conversion? 23:58 - 27:37 South American brine to hydroxide refining. 27:38 - end Thoughts on SQM's investor day.
Please join us on Patreon at www.patreon.com/lithiumionrocks
Please subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content. And click the 'like' button and comment so we can improve our content going forward.
Please register your email at www.rkequity.com
Follow Rodney and Howard on Twitter (@lithiumionbull @lithiumionrocks @RodneyHooper13) and on LinkedIn.
-----DISCLAIMER
NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH
Welcome to Rock Stock Channel. Today we start a new series of individual short videos on raw materials companies that we think should benefit from the rising demand from electric vehicles, energy storage and other clean energy technologies.
No payment has been paid in connection with the preparation of this video and all Rodney’s comments and research are his own independent opinions. 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

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