INDEX:0:00 - Introduction0:37 - October Lithium Scoreboard, sentiment after jobs report/Powell rate comments2:00 - Albemarle and Livent results commentary4:29 - Booming China EV Sales9:14 - BYD Results & Global EV success10:15 - What next for Azure? - reading Mineral Resources, Hancock, SQM tea leaves.14:00 - Mineral Resources, Piedmont & Sayona discussion18:18 - Sigma drilling results & other Brazil spodumene plays18:58 - IperionX titanium - $12.7M Dept of Defense...
INDEX:
0:00 - Introduction
0:37 - October Lithium Scoreboard, sentiment after jobs report/Powell rate comments
2:00 - Albemarle and Livent results commentary
4:29 - Booming China EV Sales
9:14 - BYD Results & Global EV success
10:15 - What next for Azure? - reading Mineral Resources, Hancock, SQM tea leaves.
14:00 - Mineral Resources, Piedmont & Sayona discussion
18:18 - Sigma drilling results & other Brazil spodumene plays
18:58 - IperionX titanium - $12.7M Dept of Defense grant
20:18 - Talon Metals $115M DOE grant, Albemarle $90M DOD funding for Kings Mountain
21:00 - Toyota supply chain savvy; $8B more for North Carolina battery plant
24:35 - Canada $1.5B Infrastructure Fund; the USA EV adoption slowdown narrative.
25:38 - Lithium price bottoming? Perspective of lithium futures trader/ALB/LTHM.
27:52 - Zimbabwe & other Africa production - threat to ALB/PLS spodumene duopoly?
32:50 - Sir Sam Jonah on Atlantic and Ghana's Lithium future
35:10 - Champion Electric Metals @ IMARC & upcoming Red Cloud, Benchmark, 121 & Deutsche conferences
37:30 - Dichotomy b/w equity valuations & inbound strategic interest in development projects
38:20 - Banks running processes at Global Lithium, Latin Resources, European Metals Holdings
39:19 - Will more OEMs write checks for spodumene in face of Compass Minerals disappointment?
#lithium #Tesla #electricvehicles
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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
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