INDEX: 00:00:00 - Introduction 00:10:55 - Talon Metals: US gov funding for nickel projects 00:15:26 - Election's effect on US critical mineral funding 00:17:54 - Europe vs. US: critical mineral policy progress 00:22:25 - Funding options for Europe's mineral projects 00:24:00 - US, Japan, Korea, Europe vs. China: battery competition 00:30:05 - EV adoption: sooner or later than expected? 00:35:15 - Major nickel miners: production boost plans 00:38:36 - China's use of Indonesian tech in nickel projects 00:40:30 - Benchmark's lithium and cathode forecast 00:42:58 - Tesla's focus: from nickel to autonomy 00:48:49 - Will 45X embrace mining? 00:51:48 - DOE's mining loan program and 45X 00:54:03 - Mining unions: cost or advantage? 00:57:08 - Closing Remarks 01:00:30 - US funding for Canadian, Australian projects? 01:02:57 - Howard's Closing Remarks _________________________________________________ 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

INDEX: 00:00 - Introduction 01:39 - Post-conference insights on lithium market trends 06:51 - Election effects on EV supply chain and mineral policies 11:10 - Tariffs impact EV battery market and imports 12:47 - Non-Tesla EV sales and Cybertruck challenges 14:40 - Chinese automakers and protectionist policies 16:37 - Concerns over balanced lithium market, future supply-demand 19:48 - Cheaper LFP cells and demand for larger energy storage 21:54 - 28% lithium demand growth projected for 2024 24:10 - Rising project costs challenge lithium producers' loans 28:53 - Lithium Americas' strategy with GM 32:16 - Project delays prompt government funding comparison 37:37 - Reasons behind Albemarle's Carolina plans reconsideration 40:13 - Howard's closing remarks _________________________________________________ Links 🌍 Lithium Royalty Corp: https://lithiumroyaltycorp.com/home/default.aspx 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

INDEX: 00:00:00 - Introduction 00:03:50 - About Ben/Baird 00:11:35 - Tesla's August Event: Hype Echoes? 00:19:19 - Robo-Taxi Launch: Regulations and Realities 00:24:06 - China's EV Exports: Tesla's Challenge? 00:28:07 - Tesla's Edge: Navigating China 00:32:14 - China's Lithium Dominance: Albemarle Impact? 00:38:09 - China Expands Energy Storage 00:42:08 - Tesla's Margins: Storage vs. EV 00:43:57 - Tesla's Compensation? 00:49:02 - Tesla Valuation: AI Focus 00:54:11 - Rivian, Apple: EV Market Trends 00:57:36 - Potential Trump Win: EV Concerns 01:01:53 - Musk and Trump: Electric Future? 01:02:48 - Musk's China Moves 01:06:13 - Tesla's China Performance 01:09:52 - Musk's Politics, Lithium Mining _________________________________________________ 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

INDEX: 00:00:00 - Introduction 00:07:40 - About Keith/EMH 00:09:12 - DFS Update: When Will EMH Report Release? 00:11:01 - Site Relocation: Impact on Permitting & Timeline 00:12:25 - CEZ Ownership Impact: Costing and Contribution Offset 00:14:05 - Site Potential 00:15:41 - Waste Management: EMH Chemical Site Waste Handling 00:16:33 - CRMA Strategic Project Status 00:18:19 - Funding Impact: EMH New Chemical Site 00:18:50 - EBRD financing: JV standing? 00:20:17 - New feasibility: Higher costs, gov't support for offsets 00:22:28 - Stability: Essential Floor Price in Offtake Deals? 00:25:08 - Post-DFS, key hurdles, milestones, and timeframe? 00:28:04 - Offtake Timing: Best Time for Deals Before DFS Release? 00:29:15 - Sales Strategy: Negotiating in Joint Ventures 00:30:03 - Ownership Impact on Deal Allocation? 00:31:32 - Appointed Financial Advisor 00:34:10 - Funding Levels at GeoMet Amid Budget Adjustments 00:36:51 - Defending Against Opportunistic Takeover Concerns? 00:39:35 - Acquisition Speculation: EMH Amid Market Conditions 00:41:47 - Exploration Partners: Vital for Project Success 00:46:49 - Evolving Ecosystem: Funding Talks with Global Entities 00:51:12 - Global Automakers: EMH Discussions? 00:53:11 - Czech Government Funding Prospects? 00:55:27 - Australian Company Seeks Partnerships 00:56:55 - Why buy the stock now? 01:01:30 - Howard's Closing Remarks _________________________________________________ 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

INDEX: 00:00 - Introduction 02:13 - About Jordan 03:04 - Future Lithium Demand 09:02 - Predictions on Lower Lithium Prices 10:17 - Mining Cost Analysis 11:30 - Risks in Chinese Lithium Production 14:00 - Impact of Minor Production Changes 14:54 - Possible Lithium Market Slowdown 17:19 - Consolidation Prospects & Funding Challenges 19:06 - Interpreting CME Futures 20:13 - Lithium Futures Market Growth 23:00 - Disparity with Guangzhou Carbonate Futures 24:54 - Equities vs. Futures 26:27 - Spodumene Hedging: CME Futures 27:34 - Fastmarkets' Regional Pricing Initiative 30:35 - Regional Pricing Impact 34:13 - North American Battery Supply Chain 35:45 - Sustainable Lithium Prices in EVs 38:28 - China's Renewable Growth 41:33 - Auctions Impact on Lithium Prices 44:35 - Argentina's Lithium Chloride Developments 45:46 - Uncertainty in Chloride Price 47:03 - South East Asian Development 49:46 - Lithium Price Shifts _________________________________________________ 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

INDEX: 00:00:00 - Introduction 00:05:32 - Sayona Mining's Value 00:07:52 - Ramp-Up: Altura vs. North American Lithium 00:15:18 - Future Lithium Ore Quality 00:20:49 - Rising Costs, Profit 00:26:04 - Full Production, Cost Reduction Plans 00:27:39 - Operating Cost Outlook 00:29:24 - Lithium Pricing, Sales Strategy 00:35:02 - Next Project Phase Timeline 00:36:52 - Revenue and Profit Changes 00:38:40 - Mining's Sustainability Amid Price Changes 00:42:11 - Quebec's Role in Lithium Supply 00:43:21 - Exploring Offtake Deals 00:47:26 - Seeking Offtake Outside China 00:51:40 - Tesla: Hydroxide Plant Commissioning 00:53:33 - 2024 Milestones 00:57:08 - Shareholder Concerns Over Investor Relations 01:06:34 - Tabba Tabba Exploration Plans 01:09:36 - Board Stock Purchases 01:12:02 - Stock Consolidation Proposal 01:12:54 - Lithium Ore Integration _________________________________________________ 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

INDEX: 00:00 - Introduction 01:34 - Summary Synopsis 04:11 - About Brunswick Exploration 10:13 - 2023 Milestones 12:59 - Mirage Project Drilling Campaign 15:51 - Elrond Project: Drilling Results? 18:42 - Prioritizing Mirage Project in 2024 22:04 - Infrastructure Impact on Lithium Prospects 25:46 - Managing Finances 27:41 - Time Horizon with Current Spend 28:25 - Premiums with Flow-Through Funding 30:14 - Repurchase Agreement Strategy 33:40 - Quebec's Appeal 37:14 - Catalysts in 2024 38:11 - Howard's Closing Remarks _________________________________________________ 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

INDEX: 00:00 - Introduction 04:22 - History of Rose Project 06:38 - About Rose Project 07:32 - Key Milestones for Rose 09:38 - Rose Project Financing and Partnerships Update 10:48 - Experiences with Government 12:10 - Demand for Technical-Grade Spodumene 14:38 - Rose Drill Results 19:23 - Critical Elements' 2024 Outlook: Key Milestones 20:40 - Burn Rate 22:09 - Strategies for Project Financing Amidst Competition 27:40 - Howard's Closing Remarks _________________________________________________ Links 🌍 Lithium Royalty Corp: https://lithiumroyaltycorp.com/home/default.aspx 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

INDEX: 00:00 - +39% to -8% in 1 week 07:51 - Carolina Project's Permit: Next Steps 10:46 - North American Lithium: 2024 Outlook 18:22 - Tesla, LG Chem Deals: Market Updates 25:48 - Spodumene Demand: Market Insights 30:16 - Exploration Auctions: Future Ventures 31:35 - Ewoyaa Project: Ratification Pending 35:37 - Funding Ewoyaa Project: Capitalizing Ghana 38:45 - Carolina Project Funding: Options 44:58 - Carolina Project: Integrated or Concentrate Mine? 47:21 - Offtake Agreement Concerns: Sayona Shareholders 49:55 - Decision on Carbonate Plant: Piedmont-Sayona Next Move 52:25 - CEO and Market Volatility 56:59 - Election Impact 59:30 - Speculation Over Takeover: Piedmont Lithium _________________________________________________ Links 🌍 Lithium Royalty Corp: https://lithiumroyaltycorp.com/home/default.aspx 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

INDEX: 00:00 - Introduction 01:56 - Recent News: Near-Surface Pegmatite Discovery 03:31 - Vision 2024: Strategic Goals and Investor Alignment 06:17 - Program Location 07:34 - Target Locations 08:05 - Goose Hunting Shutdown 08:53 - When To Resuming Drilling? 09:07 - Permit Progress 09:54 - Experience Operating in Quebec 11:06 - ESG Efforts 12:03 - Potential Mergers and Acquisitions 13:47 - Is the Lithium Thesis Intact? 14:38 - Cobalt Ventures: Overview of Idaho Projects 16:25 - Financial Update: Cash Reserves and Funding Plans 17:58 - Howard's Closing Remarks _________________________________________________ Links 🌍 Lithium Royalty Corp: https://lithiumroyaltycorp.com/home/default.aspx 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