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 đ
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 Equityâs website https://www.rkequity.com
Intro and outro audio credit: Jamie Klein
Piedmont Lithium Presents Adamas & Mines & Money
E45: NMGraphite Anode Bull with Arne Frandsen
E44: Spodumene Speculation. Price Maker Ken Brinsden
E43: Lithium - Plaid Acceleration. Canaccordâs Reg Spencer
E42: Whatâs Fuelling Gerrit GF3
E41: Frithing At The Mouth - BNEF Battery Bull
E40: Morningstar's Lithium Compass
E39: EMH Czech-ing All Europe's Lithium Boxes
E38: Still Time to Avoid Lithium Supply Crunch? Fastmarketsâ Will Adams
E37: Carolina Spodumene Rocks! Piedmont Lithium's Keith PhiLLips
E36: S3XY Cells & China Sales w/ Jordan Giesige
E35: E3 Metals - Alberta's Energy Transition. The Next DLE Lithium Standard Copy
E34: VW's Unsolid Power. Synthetic Graphite's Limiting Factor
E33: Talking Dirty. Graphite Anode Bull with Matt Fernley
E32: Quebec Rocks! Graphite and NEWmaska LiTHiuM
E31: What's Fuelling Gerrit? (GF2)
E30: What's Fuelling Gerrit? (GF1)
E29: Thin Lizzium - 1H 2020 Market Scoreboard Recap
E28: The Price is Right #PDAC2020 - Benchmark's Andy Miller & More!
E27: Roaring 20's Lithium 3.0: 2020 Hindsight. 2030 Vision
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