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Lithium-ion Rocks!

Latest episodes

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Apr 17, 2024 • 31min

Getting To Know You: Surge Battery Metals. w/ Graham Harris

INDEX: 00:00 - Introduction 02:12 - Summary Synopsis 03:48 - About Graham 05:16 - Meet the Team 07:16 - About Dr. Vijay Mehta 08:11 - 2023 Milestones 08:45 - Catalysts in 2024 09:52 - Analyzing Nevada Resources 12:13 - Next Steps After Metallurgical Testing? 13:07 - Optimizing Process 13:40 - PEA: Insights into Finances 14:47 - Proximity of Infrastructure 15:46 - Operating in Nevada Mines 17:27 - Funding Expansion 19:17 - Drilling Plans 20:35 - Impressive Grades 21:38 - M3JV Project Update 22:47 - ESG Efforts 24:39 - Funding: Surge Battery Metals' Financial Outlook 26:21 - Key 2024 Share Price Milestones 27:37 - 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
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Apr 15, 2024 • 44min

Getting To Know You: CleanTech Lithium. w/ Steve Kesler

INDEX: 00:00 - Introduction 01:25 - Summary Synopsis 03:22 - About Steve 04:45 - CleanTech's Mission 05:06 - 2023 Milestones 06:55 - Chilean Regulations 11:05 - Sunresin Partnership Impact on CleanTech 16:07 - Talks with Off-Takers 18:16 - Navigating Debt Financing 22:11 - Board & Management As Major Shareholders 25:56 - Burn Rate 30:33 - Laguna Verde PFS 33:36 - Social Sustainability 35:08 - Capacity Expansion Considerations 37:52 - Estimated Timeline To First Production 40:03 - Clean Energy and Lithium Community Relations _________________________________________________ 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
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Apr 14, 2024 • 22min

Rock Stock Recap E10: Fat Bottomed Girls

INDEX: 00:00 - Introduction 03:34 - Lithium Futures and Auctions: Market Dynamics Update 06:21 - CATL Dominance: Pricing Influence on Lithium Market 09:08 - Toyota 1-6-90 Rule 12:03 - Hybrid Impact on Lithium Demand: Future Forecast 13:05 - Regionalized Lithium Pricing: North America's Growing Role? 16:50 - Corpus Christi Project Update: Latest Development News _________________________________________________ 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
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Apr 13, 2024 • 50min

E97: Rho Motion’s EV/ESS Q1 2024 Update w/ Iola Hughes

INDEX: 00:00 - Introduction 02:48 - About: Rho Motion 05:18 - China vs. Europe: EV Race Winner? 11:33 - Future of Affordable Electric Vehicles in Europe? 14:48 - Europe's ICE Vehicle Ban: Facing Delays? 18:37 - China's EV Exports: Global Domination? 21:11 - Affordable EVs: Boosting Adoption Rates? 28:52 - Sodium Ion Batteries: EV Market Impact? 30:43 - Sodium Ion Batteries: Future Outlook? 32:53 - Battery Energy Storage: Market Analysis 35:28 - Tesla's Energy Storage Surge: What's Ahead? 36:43 - LFP Market Share: Future Increases? 39:57 - Storage Market: One Terawatt Hour by 2030? 41:31 - Sodium Ion: Storage 44:44 - AI, Cryptocurrencies, Electricity Grid: Competing Demands? 46:56 - Tesla's Shift: Robo Taxis or Vehicles _________________________________________________ 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
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Apr 10, 2024 • 28min

Getting To Know You: Q2 Metals. w/ Alicia Milne

INDEX: 00:00 - Introduction 01:24 - Summary Synopsis 02:41 - Q2 History 06:22 - 2023 Milestone Achievements 08:32 - Cisco Project Deal Details 12:28 - Cisco vs Mia Infrastructure 13:22 - Flow-Through Financing Considerations 14:35 - Thoughts on Flow-Through Market 14:58 - Probability of Drilling at Cisco 15:57 - Who Performs Assaying 16:06 - Is Cisco the Priority? 17:25 - Expanding Team Capacity 18:23 - Plan for MIA in 2024 19:17 - Royalties on MIA 20:38 - Stellar Project 21:20 - Quebec Relations 22:21 - Quebec's Role in Market Path 23:45 - Thoughts on Consolidation in Quebec 25:44 - Infrastructure Boost After Forest Fires _________________________________________________ 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
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Apr 7, 2024 • 49min

E96: Lithium in the Sky with Diamonds. Winsome Resources' Chris Evans

INDEX: 00:00 - Introduction 03:02 - Research Coverage 06:10 - Renard Diamond Mine Purchase 14:17 - Road construction crucial for Winsome's plan 16:15 - Projected timeline for road construction? 16:25 - Probability of getting road funding 22:10 - Positive drill results boost Winsome 24:42 - Next mineral resource update at Adina? 29:24 - 100 million tons: Winsome's turning point? 32:26 - Financial horizon: $45 million cash balance 34:03 - Hostile bid protection measures 36:36 - Exploring strategic partnerships: Options and objectives 40:07 - Champion Iron Ore analogy: Turnaround potential 41:47 - ESG efforts 45:36 - Disturbances: From Diamonds to Lithium 46:44 - Quebec's unique infrastructure in mining _________________________________________________ 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
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Apr 4, 2024 • 1h 13min

E95: Titanium Titan. IperionX's Taso Arima

INDEX: 00:00:00 - Introduction 00:07:49 - IperionX: Revolutionary Tech in Titanium Industry 00:11:00 - Rise in Titanium Prices: What's Driving It? 00:15:39 - Addressing Japan's Titanium Supply Dependence 00:22:09 - Titanium's Price Sensitivity Changing Market Dynamics 00:25:12 - Inside Titanium Market: Scraps to Specialized Products 00:30:53 - Future of 3D Printing with Titanium 00:32:40 - New Facilities Boost Titanium Production 00:38:28 - IperionX's Sales Strategy 00:42:12 - Ensuring Future Supplies of Materials 00:45:55 - Assessing IperionX's Growth Prospects 00:56:06 - Investment Decisions: What's Next? 01:00:16 - Titan Project: When Does Mining Start? 01:01:43 - IperionX: Game-Changer in Titanium Industry 01:10:17 - IperionX's Potential _________________________________________________ Links 🌍 - IperionX’s Corporate Presentation: https://app.sharelinktechnologies.com/announcement/asx/61ee96b4860eefd04f72012e0682f68e - Shareholder Letter: https://app.sharelinktechnologies.com/announcement/asx/fd7578eab2e35721cf782daa93f0b63b - Half Yearly Report: https://app.sharelinktechnologies.com/announcement/asx/e5b124c9cf40636cf6e88e9ecbbb2d8a 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
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Mar 26, 2024 • 50min

E94: Bottom’s Up Lithium. Canaccord's Reg Spencer

INDEX: 00:00 - Introduction 03:51 - IperionX Reveals Titanium Recycling Breakthrough 08:35 - Titanium Eyed as Strategic Mineral for US 10:33 - IperionX's Market Surge and Revenue Outlook 12:46 - IperionX's Potential Market Impact and Profits 14:12 - Market Timing Discussion and Recharge Note 17:01 - Counter to Negative Lithium Demand Narrative 20:19 - Exploring Macro Comparisons in Lithium Market 24:35 - Concerns Raised Over African Lithium Supply 25:29 - Warning Against Rushed Lithium Projects 26:17 - Advice for Skeptical Investors in Lithium Market 29:38 - Stocks Canaccord Rates Having Most Upside - Galan, Cygnus, Latin Resources, Piedmont Lithium, Winsome Resources 31:47 - Impact of Rising Lithium Prices Explored 33:32 - Supply Cuts and Lithium Mine Viability 34:12 - Assessment of North American Lithium Mine, Piedmont, Sayona 37:48 - Positive Outlook for Galan's Lithium Production 40:33 - Albemarle Auction's Impact on Lithium Market 42:13 - MinRes Land Banking, Acquisition of Poseidon Nickel Infrastructure 43:46 - Australian Stocks and Guangzhou Futures Relationship 46:35 - Updates to Long-Term Lithium Pricing Discussed 48:09 - Suitability of 20% IRR Questioned _________________________________________________ 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
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Mar 23, 2024 • 38min

E93: Catalyst Rich. w/ Atlantic Lithium

INDEX: 05:24 - Atlantic Lithium's ($ALL) Project Updates 06:43 - Neil Discusses Economics and Future Plans 09:04 - $ALL Aims for 50M Ton Resource 10:44 - Strong Financial Outlook and Milestones 12:59 - MIF's Role in Operations 15:09 - Atlantic Lithium to List on Ghana Stock Exchange 17:22 - Mid-Year Permitting and Funding Goals 23:42 - Exploring Expansion Plans 25:41 - Reflecting on $ALL's Journey and Growth 26:55 - Atlantic & Insider-Buying 29:54 - Understanding Assore's Involvement and Bids 33:27 - Assore's Long-Term Strategy for Atlantic Lithium 35:59 - Significance of Upcoming Milestones _________________________________________________ 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
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Mar 15, 2024 • 1h 48min

E92: Rising Up. Arcadium Lithium’s CEO Paul Graves

INDEX: 00:25:15 - HQ Move and Board Meeting 00:27:50 - CEO on Lithium Pricing, Investments 00:31:00 - Capital Costs, Strategy 00:33:59 - Market Volatility, Pricing 00:39:03 - Argentina Solves Short Carbonate Issue? 00:40:28 - Technical Grade Shift, Sales 00:43:22 - Sal de Vida, Transport 00:45:39 - Naraha Hydroxide 00:50:50 - Third-Party Chloride? 00:54:11 - $30M DLE Venture. 00:58:57 - Quebec Strategy Analysis. 01:04:36 - Ford Nemaska Deal 01:07:30 - Arcadium's OEM Financing Plans 01:10:35 - Ioneer Lithium Carbonate Strategy Adjustments 01:25:51 - Lithium Metal Business Stability 01:16:28 - Technical Grade Carbonate Future 01:19:11 - China Advantage. IRA Compliance 01:24:06 - Lithium Industry's Second Mover Advantage 01:26:50 - Quebec Lithium Industry Interest 01:29:33 - Lithium Industry Supply Chain Focus 01:34:04 - Project Delivery Accountability 01:37:56 - Lithium Market Trends Analysis 01:43:04 - Rising Lithium Industry Costs 01:46:07 - Arcadium's Credit Rating Approach _________________________________________________ Links 🌍 Bank of America fireside chat:  https://bofa.veracast.com/webcasts/bofa/globalagriculture2024/idblLf7j.cfm BMO fireside chat: https://ir.arcadiumlithium.com/investors/financials-and-filings/calendar-of-events/event-details/2024/BMO-Global-Metals-Mining--Critical-Minerals-Conference-Fireside-Chat-with-CEO-Paul-Graves-2024-4vk3VzJjN1/default.aspx Arcadium Q4 Conference Call: https://ir.arcadiumlithium.com/investors/financials-and-filings/calendar-of-events/event-details/2024/Arcadium-Lithium-Q4-2023-Earnings-Webcast-Conference-Call/default.aspx 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

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