INDEX:00:00:00 - Introductory comments and panelist profiles00:05:00 - Better Bid/Greenshoots on RK Equity Scoreboard - Q2 Metals00:07:00 - Rio Tinto/Arcadium - from Rio shareholder perspective 00:11:15 - Rio/Arcadium - from Arcadium shareholder perspective/who else might (have) bid?00:21:30 - What long-term lithium price was implied/embedded in Rio's acquisition price?00:26:33 - Rio's prior purchase of Rincon & China's manipulation of lithium price.00:29:20 - Does Rio/Arcadium underpin ...
INDEX:
00:00:00 - Introductory comments and panelist profiles
00:05:00 - Better Bid/Greenshoots on RK Equity Scoreboard - Q2 Metals
00:07:00 - Rio Tinto/Arcadium - from Rio shareholder perspective
00:11:15 - Rio/Arcadium - from Arcadium shareholder perspective/who else might (have) bid?
00:21:30 - What long-term lithium price was implied/embedded in Rio's acquisition price?
00:26:33 - Rio's prior purchase of Rincon & China's manipulation of lithium price.
00:29:20 - Does Rio/Arcadium underpin higher valuations in other lithium stocks absent higher lithium prices?
00:41:30 - Will DLE (Direct Lithium Extraction) long-term lower the cost curve? Eramet
00:44:20 - Iliad, SLB, Energy Source Minerals.
00:46:23 - California geothermal & oilfield brines - Will Exxon buy Albemarle?
00:48:30 - Can US conversion compete with China?
00:51:50 - What Spodumene price is implied in certain lithium equities?
00:55:00 - Brazil following Pilbara/Latin Resources – Sigma, Lithium Ionic, Atlas Lithium undervalued relative to WA peers?
00:59:50 - Expected M&A among mid-tiers? Quebec: Sayona/Piedmont, Patriot, Winsome, WA: MinRes & Hancock WA regional hub.
01:06:12 - Time to buy more and who? Albemarle, Pilbara, Sigma, Wildcat, Patriot, Winsome
01:13:45 - Are equities reflecting higher lithium prices soon? WA supply and Africa/China lepidolite updates
01:18:00 - Panel discusses less well covered names - European Metals Holdings, Atlantic Lithium, Talga, Winsome, Global Lithium, Delta Lithium, Wildcat, Liontown, Q2 Metals, Savannah, AMG
01:26:17 US listed & Smackover plays - Lithium Argentina, Lithium Americas, Piedmont, Standard Lithium, Exxon, Koch, Equinor, Tetra, Pantera
01:36:00 - Conventional salar brines in lithium triangle vs. lower ppm DLE brine plays
01:39:12 - Supply threats from Africa - AVZ, Kodal, Goulamina and China's ability to process low grade material
01:48:00 - Lithium price predictions, demand shock potential (autonomous driving, solid state) and other closing thoughts
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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
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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 https://www.rkequity.com
Intro and outro audio credit: Jamie Klein
