E40: Morningstar’s Lithium Compass

Post TSLA earnings call and ahead of the "Big 3" Lithium producers ALB, SQM and LTHM, Rodney and Howard caught up with Morningstar's Seth Goldstein to talk US-listed lithium stories, strategies, supply/demand, pricing and valuations. We also discuss his views on the potential and his assessed valuation of America's newest lithium development story, Compass Minerals, which published in July a significant 2.4mt LCE lithium resource contained within their operating Great Salt Lake potash operation in Utah.

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Intro and outro audio credit: Jamie Klein

DISCLAIMER

RK Equity is an advisory firm run by Howard Klein and Rodney Hooper. We are exclusively focused on raising awareness about companies producing or developing the next generation critical raw materials that are powering Tesla’s EV Battery Energy Transition, including lithium, nickel, graphite, rare earths and other technology metals. We also track the growing number of EV Battery themed stocks going public through Special Purpose Acquisition Companies. Our clients include developers of greenfield raw materials projects as well as large strategic investors, and investment managers seeking to allocate capital to this rapidly growing sector. Rodney and Howard are not financial advisors or broker dealers and nothing you hear in this video is investment advice. Please do your own research and read the disclaimer at the end of this video or on our website.