James Connor and Joe Lowry - Where is the Lithium Price Going

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  • เผยแพร่เมื่อ 2 ก.ย. 2023
  • Joe Lowry, President and Founder of Global Lithium LLC, provides his views on where the lithium price is going in the remainder of 2023.
    Waiver & Disclaimer
    If you register for or view this webinar/interview you agree to the following; This webinar/interview is provided for information purposes only. Presenters will not be providing legal or financial advice to any webinar participants or any person watching a recorded version of the webinar/interview. All webinar/interview participants or any person watching a recorded version of this webinar should obtain independent legal and financial advice. All webinar/interview participants accept and grant permission to Bloor Street Capital Inc. and its representatives in connection with such recording. The information contained in this webinar/interview is current as of August the 21st, 2023, the date of this webinar/interview, unless otherwise indicated, and is provided for information purposes on. Bloor Street Capital was paid a fee for this webinar/interview.

ความคิดเห็น • 52

  • @shivibhatia1613
    @shivibhatia1613 5 หลายเดือนก่อน +3

    This is one of the best interviews and conversation I have heard in my years. Fantastic 🎉

    • @BloorStreetCapital
      @BloorStreetCapital  5 หลายเดือนก่อน

      Thanks for the positive comment and for taking the time to view our content!

  • @DeadEyeBeaky
    @DeadEyeBeaky 9 หลายเดือนก่อน +14

    #PREM - Premier African Minerals. London listed. Has an MCAP of ~£100m, about to produce Spodumene @ 6.5% grade with an offtake agreement on a Spodumene / Lithium Hydroxide profit share. Prem has an expansive resource with an enormous EPO, as well as a 50% ownership of a project in Mutare with LI3 - Canada listed.
    Very exciting and undervalued prospect going forward into 2024.

    • @justinclark7883
      @justinclark7883 9 หลายเดือนก่อน +2

      You beat me to it! AIM’s biggest success story in mining. Huge reserves of Lithium and above 6% as reported.

    • @darrenandrews7595
      @darrenandrews7595 5 หลายเดือนก่อน

      Weren't PREM meant to be producing February 2023?

  • @renewableinvesments6826
    @renewableinvesments6826 9 หลายเดือนก่อน +5

    All about clean energy and lithium is a critical component in meeting that objective.

    • @BloorStreetCapital
      @BloorStreetCapital  9 หลายเดือนก่อน

      Thanks for the comment and for taking the time to view our content!

  • @gregmccain343
    @gregmccain343 9 หลายเดือนก่อน +5

    Another great interview - thank you.

    • @BloorStreetCapital
      @BloorStreetCapital  9 หลายเดือนก่อน

      Thanks for the comment Greg and for taking the time to view our content!

  • @rebreaville9332
    @rebreaville9332 9 หลายเดือนก่อน +8

    Joe Lowry is fantastic.

    • @BloorStreetCapital
      @BloorStreetCapital  9 หลายเดือนก่อน +1

      Thanks for the comment and for taking the time to view our content!

  • @michaelwoertman2855
    @michaelwoertman2855 9 หลายเดือนก่อน +6

    I love how he plugs LAC, he just calls em as he sees em.

    • @BloorStreetCapital
      @BloorStreetCapital  9 หลายเดือนก่อน +1

      Thanks for the comment Michael and for taking the time to view our content!

    • @caladr9367
      @caladr9367 8 หลายเดือนก่อน

      Well he gets $$ from them, so obviously he has only good things to say about them.

    • @gerardhaus8150
      @gerardhaus8150 6 หลายเดือนก่อน

      @@caladr9367🤥

  • @johnkozak8721
    @johnkozak8721 9 หลายเดือนก่อน +3

    Thanks James and Joe!

    • @BloorStreetCapital
      @BloorStreetCapital  9 หลายเดือนก่อน

      Thanks for the comment John and for taking the time to view our content!

  • @ElenaMarianaa
    @ElenaMarianaa 6 หลายเดือนก่อน +1

    Awesome breakdown! 🚀Heard Fuse Minerals is making waves with lithium in their Aussie projects. Any chance you could share your insights on them in an upcoming video?

    • @BloorStreetCapital
      @BloorStreetCapital  6 หลายเดือนก่อน

      Thanks Elena, please send over a deck.

  • @MrKlipstar
    @MrKlipstar 6 หลายเดือนก่อน

    We 🇵🇹 must view the Lithium as vital mineral,it need some State control,nationalization and stocking reserves. 🕳️

  • @frankcoffey
    @frankcoffey 7 หลายเดือนก่อน +1

    It's not just Lithium. Any material used to make batteries will continue to be under pressure. Everyone is working on making batteries using any type of material what will work. Even if some of those are not good for making cars they can be used in grid storage and other applications that will reduce the demand for Lithium and other materials in "todays" batteries. Also, as ICE is phased out materials used to make catalytic converter will start to drop.

    • @damatricrayton8942
      @damatricrayton8942 7 หลายเดือนก่อน +1

      So do you think lithium is a good investment now Warren Buffet has has invested in lithium facilities

    • @BloorStreetCapital
      @BloorStreetCapital  7 หลายเดือนก่อน +1

      @@damatricrayton8942 thanks for the comment and thanks for sharing that! I was not aware.

    • @BloorStreetCapital
      @BloorStreetCapital  7 หลายเดือนก่อน +1

      Thanks for the comment Frank and for taking the time to view our content! We are certainty experiencing a pullback in battery metals.

  • @kenyacasey2369
    @kenyacasey2369 5 หลายเดือนก่อน +1

    LTUM - Lithium Corporation
    Their stock has been less than $1 dollar for over 6 months
    How can a stock under $1 dollar still be listed on a major exchange like Nasdaq

    • @BloorStreetCapital
      @BloorStreetCapital  5 หลายเดือนก่อน

      Thanks for the comment and for taking the time to view our content! I believe there are listing requirements and if not rectified within a certain time period the stock is removed.

    • @kenyacasey2369
      @kenyacasey2369 5 หลายเดือนก่อน

      @@BloorStreetCapital I just found out today it is OTC stock. , I bought it on the MooMoo Brokerage account. I didn’t know they were selling some OTC stocks as well, I thought everything listed was on Nasdaq stock market or NYSE

  • @herbertvonsauerkrautunterh2513
    @herbertvonsauerkrautunterh2513 7 หลายเดือนก่อน +2

    What's the problem? Any price above costs is great..

    • @BloorStreetCapital
      @BloorStreetCapital  7 หลายเดือนก่อน +1

      Thanks for the comment Herbert and for taking the time to view our content!

  • @jimallen833
    @jimallen833 9 หลายเดือนก่อน +2

    Can't believe ALB invested $100 mill into PMET

    • @BloorStreetCapital
      @BloorStreetCapital  9 หลายเดือนก่อน

      Thanks for the comment Jim and for taking the time to view our content! It is interesting to see the amount of investment in battery metals from both OEMs and producers.

  • @baibamennika4480
    @baibamennika4480 9 หลายเดือนก่อน +2

    Since I have personal experience, a lot dirty and selfish people work in PPP ...they just say that they care..but in reality they are universal" yes sir! " robots working for money owners

  • @vicpetrovich6266
    @vicpetrovich6266 6 หลายเดือนก่อน +1

    There is under supply , there is oversupply ! Everyone is saying whatever they want yet no one is giving transparent figures and referring to primary sources of information . Who talks about actual amount of inventory held by the Chinese ? The mechanism by which the the Chinese buy and supplement their inventory . Is it a state secrete ? No one !

    • @BloorStreetCapital
      @BloorStreetCapital  6 หลายเดือนก่อน +1

      Thanks for the comment Vic and for taking the time to view our content! You make some very valid points. Many price forecasters made some very bullish projections in the past year but what they found out they were very wrong. The exception was Goldman Sachs, they were very negative last year as the price hit $80k. When it comes to the Chinese no one knows and know one will ever know and this is one of the problems with predicting lithium pricing.

    • @vicpetrovich6266
      @vicpetrovich6266 6 หลายเดือนก่อน

      Thanks for the Reply. I would suggest if someone actually did some forensic figures - how much was sold and to whom and how much has gone into batteries then we may be able to get a really rough assessment of remaining inventory . No one seems to want to do the work . I still enjoy watching and listening to your channel but wish some consultants could be more factual and busy getting some real stats.

  • @SurfMyLife1
    @SurfMyLife1 7 หลายเดือนก่อน +1

    WC8!! 💪💪💪🚀

    • @BloorStreetCapital
      @BloorStreetCapital  7 หลายเดือนก่อน

      Thanks for the comment and for taking the time to view our content!

  • @Cd1988B
    @Cd1988B 8 หลายเดือนก่อน +1

    Lithium Global LLC FOunder THinks Lithium will pump, gotta love america

    • @BloorStreetCapital
      @BloorStreetCapital  8 หลายเดือนก่อน +1

      Thanks for the comment and for taking the time to view our content.

  • @oneclickandclosed
    @oneclickandclosed 7 หลายเดือนก่อน +1

    Graphite is even more interesting

    • @BloorStreetCapital
      @BloorStreetCapital  7 หลายเดือนก่อน

      Thanks for the comment! Given the recent news from China, it would appear so but the unfortunate thing is most of it is either mined in or processed in China. Did you register for our upcoming Battery Metals Conference on Nov 10? Register at bit.ly/3SKuQPp

  • @paulfitz6614
    @paulfitz6614 9 หลายเดือนก่อน +10

    I hate how he always plugs Lithium Americas. Every damn time, he's like a walking advertisement. I hope they pay him well.

    • @raceyamates5435
      @raceyamates5435 9 หลายเดือนก่อน +2

      Likely paid

    • @BloorStreetCapital
      @BloorStreetCapital  9 หลายเดือนก่อน +1

      Thanks for the comment Paul and for taking the time to view our content!

  • @TurboYachtClub
    @TurboYachtClub 8 หลายเดือนก่อน +1

    How is value destroyed as people get gold rush mentality?

    • @BloorStreetCapital
      @BloorStreetCapital  8 หลายเดือนก่อน +1

      Thanks for the comment and for taking the time to view our content. Amazing value in the sector with this pullback!

  • @dennist8646
    @dennist8646 4 หลายเดือนก่อน

    Easy for me to criticise in retrospect, but this hasn't aged well and shows poor judgement on part some of the commentators. From here, I think spot has some further bearishness and likely bottoms out $11.

  • @jayconway3373
    @jayconway3373 5 หลายเดือนก่อน +3

    Refuses to own some rubbish calls he’s made over recent months.

    • @BloorStreetCapital
      @BloorStreetCapital  5 หลายเดือนก่อน

      Thanks for the comment Jay and for taking the time to view our content! This is what I love about TH-cam, once you say it you cant deny it!

  • @donpow4268
    @donpow4268 4 หลายเดือนก่อน +3

    Anyone else recognize that this guy is totally full of nonsense and is just invading the reality and blaming everyone else but the truth

    • @GardenDoctorKris
      @GardenDoctorKris 4 หลายเดือนก่อน

      He's in denial...delusions of grandeur