INDEX:0:00 - Introduction 01:53 - Graphite, nickel, re-cycling news/comments incl Li-Cycle04:42 - Mineral Resources, Pilbara, Allkem, Core Quarterly Results07:30 - Key questions on supply/demand. How disciplined will producers be in Q4?09:44 - China spot & futures - price manipulation/speculation? 14:49 - Chile's pain/Australia's gain: SQM bid for Azure vs. Kidman in 201716:50 - Will Gina Rinehart/Hancock thwart SQM as she did ALB? 19:00 - Will Australia's entrepreneurial pa...
INDEX:
0:00 - Introduction
01:53 - Graphite, nickel, re-cycling news/comments incl Li-Cycle
04:42 - Mineral Resources, Pilbara, Allkem, Core Quarterly Results
07:30 - Key questions on supply/demand. How disciplined will producers be in Q4?
09:44 - China spot & futures - price manipulation/speculation?
14:49 - Chile's pain/Australia's gain: SQM bid for Azure vs. Kidman in 2017
16:50 - Will Gina Rinehart/Hancock thwart SQM as she did ALB?
19:00 - Will Australia's entrepreneurial patriots disrupt spodumene discipline?
21:00 - What's left in Australia to buy? Will we see similar spodumene M&A in Canada/Brazil?
23:30 - Can incumbent western OEMs compete with China OEMs?
27:35 - Headwinds: UAW strike, Tesla price wars cause Ford/GM to slow EV investments
33:48 - Tailwinds: Shell $100M for Tesla superchargers, Cybertruck launch, Semi, energy storage, POS tax credit
38:20 - Sigma new hire vs. M&A process?!
39:00 - Equity trading vs. investing. Is long-term thesis still intact?
40:00 - Bottom fishing exploration plays - Champion, Solis, Stelar, Winsome, Critical Elements
43:40 - Tier 1 Australia, Canada, US, Brazil vs. Africa
44:30 - Atlantic Lithium/Piedmont Lithium's spodumene software license to print money
45:45 - Allkem + Livent, Argentina + Canada = Arcardium; Paul Graves CEO to watch in 2024
49:00 - Few comments on Europe, European Metals Holdings, Vulcan Energy Resources
51:35 - Invite to RK Equity/Patreon proprietary conference calls
#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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