INDEX:
00:25:15 - HQ Move and Board Meeting
00:27:50 - CEO on Lithium Pricing, Investments
00:31:00 - Capital Costs, Strategy
00:33:59 - Market Volatility, Pricing
00:39:03 - Argentina Solves Short Carbonate Issue?
00:40:28 - Technical Grade Shift, Sales
00:43:22 - Sal de Vida, Transport
00:45:39 - Naraha Hydroxide
00:50:50 - Third-Party Chloride?
00:54:11 - $30M DLE Venture.
00:58:57 - Quebec Strategy Analysis.
01:04:36 - Ford Nemaska Deal
01:07:30 - Arcadium's OEM Financing Plans
01:10:35 - Ioneer Lithium Carbonate Strategy Adjustments
01:25:51 - Lithium Metal Business Stability
01:16:28 - Technical Grade Carbonate Future
01:19:11 - China Advantage. IRA Compliance
01:24:06 - Lithium Industry's Second Mover Advantage
01:26:50 - Quebec Lithium Industry Interest
01:29:33 - Lithium Industry Supply Chain Focus
01:34:04 - Project Delivery Accountability
01:37:56 - Lithium Market Trends Analysis
01:43:04 - Rising Lithium Industry Costs
01:46:07 - Arcadium's Credit Rating Approach
_________________________________________________
Links 🌍
Bank of America fireside chat: Â https://bofa.veracast.com/webcasts/bofa/globalagriculture2024/idblLf7j.cfm
BMO fireside chat: https://ir.arcadiumlithium.com/investors/financials-and-filings/calendar-of-events/event-details/2024/BMO-Global-Metals-Mining--Critical-Minerals-Conference-Fireside-Chat-with-CEO-Paul-Graves-2024-4vk3VzJjN1/default.aspx
Arcadium Q4 Conference Call: https://ir.arcadiumlithium.com/investors/financials-and-filings/calendar-of-events/event-details/2024/Arcadium-Lithium-Q4-2023-Earnings-Webcast-Conference-Call/default.aspx
Lithium Royalty Corp: https://lithiumroyaltycorp.com/home/default.aspx
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
_________________________________________________
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
Getting To Know You: Q2 Metals. w/ Alicia Milne
E96: Lithium in the Sky with Diamonds. Winsome Resources' Chris Evans
E95: Titanium Titan. IperionX's Taso Arima
E94: Bottom’s Up Lithium. Canaccord's Reg Spencer
E93: Catalyst Rich. w/ Atlantic Lithium
E91: Benchmark's Lithium Price Forecast. w/ Daisy Jennings-Gray
E90: Lithium’s Leap Year. w/ Matt Fernley
E89: Lithium. Primed For Takeoff. TD Cowen's David Deckelbaum
Rock Stock Recap E9: Lithium Squeeze Box?!
E88: Lithium Pearl Jam. Wilsons Advisorys' Sam Catalano
E87: Lithium Limbo. Euroz Hartleys' Trent Barnett
E86: Take it Easy: Lithium with Daniel Jimenez
Rock Stock Recap E8: Albemarle to the Rescue?!
E85: Fast & Furious Lithium. Fastmarkets' Will Adams & Jordan Roberts
Rock Stock Recap E7: Peak Pessimism?!
E84: 2023 Lithium Recap w/ Mac Whale & Darko Kuzmanovic
RK Equity Presents: 121 London 2023 Lithium Panel Discussion
RK Equity Presents: Revolutionize or Rust: Legacy Wake-Up Call!
E83: Australian Lithium Patriots. Patriot’s Ken Brinsden
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