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
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
E26: Chris Reed-ing & Re-cycling Mt. Marion. Neometals
E25: Dire Straits #Lithium Fuelling Gerrit. Solid Rock
E24: Piedmont Lithium. Rhymes with Kidman
E23: A Change is Gonna Come - Roger Atkins, EV Outlook
E22 - The Clash. Werewolves of L(ondon)ME Week Calling. BNEF, Rio & More!
E21: After The (white) Gold Rush: E3 LiTHiuM. Alive-nt in Alberta
E20: Woodstock. Lithiumstock @MorganStanley Part Two
E20 Woodstock. Lithiumstock @MorganStanley - Part One
S2 Premiere! Emotional Rescue. Let it Bleed
E18 S1 Finale: #LiTHiuMadMen. #ChangetheConversation
EXCLUSIVE - BOXSET - $ALBemerica #Lithium Independence Day
E17: New Kid in Town. $LPI. I Got the Power
E16: Fastmarkets #Lithium19. Santiago. LCE Meets LME
E15 Part Three: Southern Accents. $ALBemerican Girls
E15 Part Two. Southern Accents. KISSam Luke. KISS $ALB #Lithium Blue Sky
E15 Part One. Southern Accents. Free Bird Lithium @AlbemarleCorp
E14: Ganfeng's Big Adventure. Mexico Clay. Bacanora. Tequila!
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