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Lithium-ion Rocks!

Latest episodes

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Jul 9, 2024 • 8min

E110: Sayona Mining RK Equity/Fastmarkets Live Lounge

Links 🌍 RK Equity Website: https://rkequity.com/ Patreon: https://www.patreon.com/rockstockchannel Podcast:   Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172   Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648 X (Twitter):   Howard: https://twitter.com/LithiumIonBull   Rodney: https://twitter.com/RodneyHooper13 _________________________________________________ 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
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Jul 8, 2024 • 13min

E109: Winsome Resources RK Equity/Fastmarkets Live Lounge

Links 🌍 RK Equity Website: https://rkequity.com/ Patreon: https://www.patreon.com/rockstockchannel Podcast:   Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172   Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648 X (Twitter):   Howard: https://twitter.com/LithiumIonBull   Rodney: https://twitter.com/RodneyHooper13 _________________________________________________ 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
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Jul 8, 2024 • 17min

E108: Wildcat Resources RK Equity/Fastmarkets Live Lounge

Links 🌍 RK Equity Website: https://rkequity.com/ Patreon: https://www.patreon.com/rockstockchannel Podcast:   Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172   Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648 X (Twitter):   Howard: https://twitter.com/LithiumIonBull   Rodney: https://twitter.com/RodneyHooper13 _________________________________________________ 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
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Jul 4, 2024 • 40min

Getting To Know You: The Metals Company. w/ Craig Shesky

INDEX: 00:00 - Introduction 03:11 - Media Coverage and Industry Momentum 06:46 - About Craig/The Metals Company 09:18 - TMC's Nickel Grade Comparison 11:45 - Nodule Collection vs. Other Mining 15:21 - Political and Regulatory Landscape 21:52 - Collector Test and Operational Success 24:14 - Nodule Recovery Rate 26:05 - Capex Estimates and Funding 29:01 - Major Backers' Continued Support 30:57 - Seabed Mining Permits Timeline 33:32 - China's Role in Mining Regulations 37:18 - Breakdown of $500 Million Spending 38:16 - Closing Remarks _________________________________________________ Links 🌍 TMC on CNBC: https://www.youtube.com/watch?v=7s_JdZuERbU Money of Mine vodcast: https://youtu.be/nJOt1mZ_SBA TMC on 60 Minutes: https://www.youtube.com/watch?v=vFaWgAXax1Q Conclusion of TMC Pilot Collection System Trials: https://vimeo.com/771306099 RK Equity Website: https://rkequity.com/ Patreon: https://www.patreon.com/rockstockchannel Podcast:   Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172   Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648 X (Twitter):   Howard: https://twitter.com/LithiumIonBull   Rodney: https://twitter.com/RodneyHooper13 _________________________________________________ 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
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Jul 3, 2024 • 1h 18min

RK Equity Presents: Fastmarkets Live Lounge Red Rocks Las Vegas

INDEX: 00:00:00 - Introduction 00:00:25 - Wildcat Resources 00:17:09 - Winsome Resources 00:29:56 - Sayona Mining 00:37:53 - Atlantic Lithium 00:45:24 - Piedmont Lithium 01:03:23 - Galan Lithium _________________________________________________ Links 🌍 RK Equity Website: https://rkequity.com/ Patreon: https://www.patreon.com/rockstockchannel Podcast:   Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172   Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648 X (Twitter):   Howard: https://twitter.com/LithiumIonBull   Rodney: https://twitter.com/RodneyHooper13 _________________________________________________ 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
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Jun 29, 2024 • 27min

Getting To Know You: Century Lithium. w/ William Willoughby

INDEX: 00:00 - Introduction 01:07 - Summary Synopsis 02:31 - About Century Lithium 04:11 - Board Members and Team Composition 06:03 - Project Location and Initial Interest 08:00 - Capital Structure and Financial Discipline 09:26 - Water Rights Permit Sufficiency? 11:48 - Pilot Plant and Testing Results 14:52 - ESG Credentials, Environmental Impact 17:18 - Silver Peak Infrastructure? 18:58 - Feasibility Study. DOE Funding? 24:36 - Permitting progress and community support _________________________________________________ Links 🌍 RK Equity Website: https://rkequity.com/ Patreon: https://www.patreon.com/rockstockchannel Podcast:   Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172   Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648 X (Twitter):   Howard: https://twitter.com/LithiumIonBull   Rodney: https://twitter.com/RodneyHooper13 _________________________________________________ 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
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Jun 22, 2024 • 1h 22min

E107: Swifty Lithium. Sigma Lithium's Ana Cabral-Gardner

INDEX: 00:00:00 - Introduction 00:00:16 - About Ana/Sigma 00:03:11 - Phase One Commissioning and Phase Two Plans 00:05:32 - Funding and Financial Strategy 00:07:48 - Profitability and Cash Generation 00:11:23 - Commercial Strategy and Market Position 00:14:36 - 150M tonnes estimate and timeline 00:16:10 - Strategy for 770,000 tons capacity by 2026 00:19:31 - Brazil as a Mining Jurisdiction 00:23:47 - Strategic Vision and Future Plans 00:29:00 - Demand for spodumene concentrate and off-take agreements 00:38:04 - Exploring organic growth, cash flow, strategic partnerships 00:47:54 - Spodumene Contracts and Customers 00:57:13 - Future Production Plans 01:01:51 - Brazil's Industrial Policy and Auto Industry 01:04:15 - Customer Relationships and Market Strategy 01:09:38 - Pricing Dynamics and Market Share 01:17:33 - Closing Remarks 01:19:29 - Final Thoughts and Future Outlook _________________________________________________ Links 🌍 RK Equity Website: https://rkequity.com/ Patreon: https://www.patreon.com/rockstockchannel Podcast:   Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172   Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648 X (Twitter):   Howard: https://twitter.com/LithiumIonBull   Rodney: https://twitter.com/RodneyHooper13 _________________________________________________ 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
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Jun 16, 2024 • 52min

RK Equity Presents: 121 New York 2024 Battery Metals Panel: Supplying the EV Value Chain

INDEX: 00:00 - Introduction 03:16 - Discussion on Manganese Market 03:47 - Critical Metals Supply and Demand 05:00 - Manganese Supply and Demand 07:33 - Battery Manganese Market 10:02 - Lithium Market Insights 14:41 - Canadian DLE vs Hard Rock Stories 16:25 - DLE: Approach over Technology 19:50 - Technological Innovations in Mining 26:59 - AI and Copper/Lithium 29:03 - Exploring Aluminum as a Copper Substitute 29:32 - Copper Demand and Supply Challenges 30:24 - Electric Vehicles and Market Adjustments 34:01 - The Role of AI in Mining 35:37 - EV Adoption and Infrastructure Issues 36:54 - Tesla's Robotaxi and Market Speculations 39:51 - Global EV Market Dynamics 44:52 - Impact of US Politics on Battery Materials 47:32 - Future of Sodium-Ion Batteries _________________________________________________ Links 🌍 RK Equity Website: https://rkequity.com/ Patreon: https://www.patreon.com/rockstockchannel Podcast:   Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172   Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648 X (Twitter):   Howard: https://twitter.com/LithiumIonBull   Rodney: https://twitter.com/RodneyHooper13 _________________________________________________ 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
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Jun 12, 2024 • 24min

RK Equity Presents: Dua Lithium. Radical Optimism

INDEX: 00:00 - Introduction 05:03 - After the Gold (Lithium) Rush... 05:31 - ABT - Anything But Lithium 06:31 - Dua Lithium. Radical Optimism 06:57 - Crazy Horse Lithium 07:11 - Lithium's Blow Off Phase 08:05 - The Waiting 08:36 - Arcadium's CEO To Watch 10:58 - Biden v. Trump, Part Deux 18:01 - Robotaxi Unveil Hype Cycle 19:42 - Radical Optimism - Where to Invest? 22:33 - Lithium-ion Bull's Portfolio _________________________________________________ Links 🌍 RK Equity Website: https://rkequity.com/ Patreon: https://www.patreon.com/rockstockchannel Podcast:   Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172   Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648 X (Twitter):   Howard: https://twitter.com/LithiumIonBull   Rodney: https://twitter.com/RodneyHooper13 _________________________________________________ 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
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Jun 9, 2024 • 50min

E106: Hotter Commodities. Fastmarkets' Andrea Hotter

INDEX: 00:00 - Introduction 01:51 - Why are major mining mergers stalling? 05:07 - Copper: mining's 20-year investment 09:23 - About Andrea 12:31 - Copper and nickel market insights 16:03 - Copper futures and hedging opportunities 19:23 - Alternatives to pricey copper 22:21 - Lower copper grades slowing projects 23:47 - Lowering copper intensity 24:51 - Recycling plants 25:36 - AI and copper 27:29 - Nickel's price surge 34:14 - Geopolitics and nickel's future 37:09 - Is nickel's price surge sustainable? 38:51 - Conference hot topics? 42:20 - Lithium prices and oil companies 44:58 - Oil firms: fuel vs. EV materials 49:01 - Wrapping up _________________________________________________ Links 🌍 RK Equity Website: https://rkequity.com/ Patreon: https://www.patreon.com/rockstockchannel Podcast:   Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172   Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648 X (Twitter):   Howard: https://twitter.com/LithiumIonBull   Rodney: https://twitter.com/RodneyHooper13 _________________________________________________ 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

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