E94: Bottom’s Up Lithium. Canaccord's Reg Spencer
ฝัง
- เผยแพร่เมื่อ 31 พ.ค. 2024
- INDEX:
00:00 - Introduction
03:51 - IperionX Reveals Titanium Recycling Breakthrough
08:35 - Titanium Eyed as Strategic Mineral for US
10:33 - IperionX's Market Surge and Revenue Outlook
12:46 - IperionX's Potential Market Impact and Profits
14:12 - Market Timing Discussion and Recharge Note
17:01 - Counter to Negative Lithium Demand Narrative
20:19 - Exploring Macro Comparisons in Lithium Market
24:35 - Concerns Raised Over African Lithium Supply
25:29 - Warning Against Rushed Lithium Projects
26:17 - Advice for Skeptical Investors in Lithium Market
29:38 - Stocks Canaccord Rates Having Most Upside - Galan, Cygnus, Latin Resources, Piedmont Lithium, Winsome Resources
31:47 - Impact of Rising Lithium Prices Explored
33:32 - Supply Cuts and Lithium Mine Viability
34:12 - Assessment of North American Lithium Mine, Piedmont, Sayona
37:48 - Positive Outlook for Galan's Lithium Production
40:33 - Albemarle Auction's Impact on Lithium Market
42:13 - MinRes Land Banking, Acquisition of Poseidon Nickel Infrastructure
43:46 - Australian Stocks and Guangzhou Futures Relationship
46:35 - Updates to Long-Term Lithium Pricing Discussed
48:09 - Suitability of 20% IRR Questioned
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Links 🌍
Lithium Royalty Corp: lithiumroyaltycorp.com/home/d...
RK Equity Website: rkequity.com/
Patreon: / rockstockchannel
Podcast:
Apple Podcast: podcasts.apple.com/us/podcast...
Spotify: open.spotify.com/show/0KiMIZO...
X (Twitter):
Howard: / lithiumionbull
Rodney: / rodneyhooper13
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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 www.rkequity.com
Intro and outro audio credit: Jamie Klein - ยานยนต์และพาหนะ
Another strong interview! RK Equities' videos are the best thing going in an otherwise terrible market... Keep up the great work guys.
Thank you Peter!
Great interview. Logical thinking, reasonable assessment
Hope to see Reg again
Thanks. Reg has been calling lithium, mostly correctly, for nearly 10 years
Looking forward to your interview with Taso, great work in following/promoting/highlighting them since they were Hyperion, they have been solid in executing their game plan, with a big two years ahead!
thanks. Taso's done an amazing job building a great team and financial backers. Story is just beginning IMO.
Glad for the positive outlook.
Cheers
Awesome commentary, thank you guys! Will be interesting to know when the planned interview with CEO Taso Arima from IperionX will be?
Soon!
Great interview will certainly have to take this fellow seriously
Yep
What can we say about the connection between vanadium and vrfb's for the future?
Found the intro 10 minutes fascinating. Have you looked into the titanium potential of CVW Cleantech? They have a patented process to remove titanium from oil sands waste streams. Potentially an almost unlimited supply from a Canadian company. Stuck in negotiations with the oil sands majors for the past decade.😢
Need to hear this. Feel better after listening to
Maybe for our teaser we should have played The Cure😉
Thanks for yet another excellent interview
Cheers
Love to see an interview with CRE.v critical elements lithium corp.
On updates and catalysts on upcoming events
Fantastic detail . Thanks Howard
Cheers
Another great and very informative discussion.
Glad you liked it
If NAL goes into C&M, then what happens to PLL cash flow, and Ewoyaa funding?
Significant PLL funding for Ewoyaa is 6+ months away, a lifetime in the lithium industry. Spodumene prices are rising. Both sya and PLL have reasonable cash balances and multiple projects that can be monetized in some way, if need be, to weather a longer than expected period negative cash flow at NAL. Costs should come down by Q2/Q3 at NAL once crushed ore dome is fully operational. Spodumene prices will likely be higher broadly and as PLL shifts sales from traders to core customers Tesla and LG.
@@RockStockChannel it just seems like a large risk to take on - if spod prices remain at current levels or slightly lower for the remainder of the year (which is possible), I think there could be cash flow issues (assuming in this scenario that NAL goes on C&M).
I also saw that A11 lost Aaron Maurer who left and went to become COO at Latin Resources - not a good look.
@@stevej02 every stock is filled with many risks that Mr market assesses in a day to day basis. No lithium equity is particularly strong at the moment. If prices rally, many stock will be better bid. Matt Fernley on our podcast said the higher cost producers have the most leverage to higher prices. That’s the ‘reward’ for the higher risk you are pointing to. But yes it’s higher risk
@@RockStockChannel agreed. But given the choices available to investors, I’m just saying,
I don’t know why PLL would be at the top of the list given investors can get exposure to development risk and spod prices via companies with lower costs and better economics (mostly in Brazil).
@@stevej02 Atlas and Latin look cheap. 👀sigma results April 1
LME needs to differentiate between dirty and clean nickel. Shame on Elon for playing dumb.
He plays mute on the subject. X is free speech but silence is golden.
Good points