Rock Stock Recap E14: Better Bid Lithium - Rio/Arcadium

INDEX:
00:00 - Introduction
04:41 - Rodney's Arcadium Demand Numbers
08:02 - How would shutting down Mount Marion affect MinRes' stock?
12:13 - Is shutting down Mount Marion good or bad for MinRes?
13:58 - Is SQM planning to spin off international ventures?
15:23 - Does Mount Holland need capital for restructuring?
17:35 - Why has Arcadium's stock lagged behind Sigma and Pilbara?
22:44 - Will Tesla or others bid for Arcadium soon?
27:44 - Do Albemarle's joint ventures make it harder to buy?
30:07 - Could a merger bid for Arcadium happen this week?
31:36 - Can Paul Graves defend Arcadium from an acquisition?
34:10 - Could Albemarle sell assets to fund an acquisition
37:39 - Will the long-term lithium price rise?

 

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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