Rock Stock Channel

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Rock Stock Channel™ is a vibrant and engaging look at the mining and chemical industry supplying the lithium-ion battery-fuelled disruption of the Transportation and Utility industries.

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Episodes

E104: Tesla Bull. RW Bairds' Ben J. Kallo

INDEX: 00:00:00 - Introduction 00:03:50 - About Ben/Baird 00:11:35 - Tesla's August Event: Hype Echoes? 00:19:19 - Robo-Taxi Launch: Regulations and Realities 00:24:06 - China's EV Exports: Tesla's Challenge? 00:28:07 - Tesla's Edge: Navigating China 00:32:14 - China's Lithium Dominance: Albemarle Impact? 00:38:09 - China Expands Energy Storage 00:42:08 - Tesla's Margins: Storage vs. EV 00:43:57 - Tesla's Compensation? 00:49:02 - Tesla Valuation: AI Focus 00:54:11 - Rivian, Apple: EV Market Tren...

May 18, 2024•1 hr 12 min•Ep. 165

E103: Czeching in w/European Metals’ Keith Coughlan

INDEX: 00:00:00 - Introduction 00:07:40 - About Keith/EMH 00:09:12 - DFS Update: When Will EMH Report Release? 00:11:01 - Site Relocation: Impact on Permitting & Timeline 00:12:25 - CEZ Ownership Impact: Costing and Contribution Offset 00:14:05 - Site Potential 00:15:41 - Waste Management: EMH Chemical Site Waste Handling 00:16:33 - CRMA Strategic Project Status 00:18:19 - Funding Impact: EMH New Chemical Site 00:18:50 - EBRD financing: JV standing? 00:20:17 - New feasibility: Higher costs, ...

May 16, 2024•1 hr 4 min•Ep. 164

E102: Fast & Furious Part 2. Fastmarkets' Jordan Roberts

INDEX: 00:00 - Introduction 02:13 - About Jordan 03:04 - Future Lithium Demand 09:02 - Predictions on Lower Lithium Prices 10:17 - Mining Cost Analysis 11:30 - Risks in Chinese Lithium Production 14:00 - Impact of Minor Production Changes 14:54 - Possible Lithium Market Slowdown 17:19 - Consolidation Prospects & Funding Challenges 19:06 - Interpreting CME Futures 20:13 - Lithium Futures Market Growth 23:00 - Disparity with Guangzhou Carbonate Futures 24:54 - Equities vs. Futures 26:27 - Spod...

May 10, 2024•53 min•Ep. 163

E101: Godfather of Spodumene. Sayona Minings' James Brown

INDEX: 00:00:00 - Introduction 00:05:32 - Sayona Mining's Value 00:07:52 - Ramp-Up: Altura vs. North American Lithium 00:15:18 - Future Lithium Ore Quality 00:20:49 - Rising Costs, Profit 00:26:04 - Full Production, Cost Reduction Plans 00:27:39 - Operating Cost Outlook 00:29:24 - Lithium Pricing, Sales Strategy 00:35:02 - Next Project Phase Timeline 00:36:52 - Revenue and Profit Changes 00:38:40 - Mining's Sustainability Amid Price Changes 00:42:11 - Quebec's Role in Lithium Supply 00:43:21 - E...

May 07, 2024•1 hr 17 min•Ep. 162

Getting To Know You: Brunswick Exploration. w/ Killian Charles

INDEX: 00:00 - Introduction 01:34 - Summary Synopsis 04:11 - About Brunswick Exploration 10:13 - 2023 Milestones 12:59 - Mirage Project Drilling Campaign 15:51 - Elrond Project: Drilling Results? 18:42 - Prioritizing Mirage Project in 2024 22:04 - Infrastructure Impact on Lithium Prospects 25:46 - Managing Finances 27:41 - Time Horizon with Current Spend 28:25 - Premiums with Flow-Through Funding 30:14 - Repurchase Agreement Strategy 33:40 - Quebec's Appeal 37:14 - Catalysts in 2024 38:11 - Howa...

Apr 29, 2024•39 min•Ep. 161

E100: Bouquet of Roses. Critical Elements' Jean-Sébastien Lavallée

INDEX: 00:00 - Introduction 04:22 - History of Rose Project 06:38 - About Rose Project 07:32 - Key Milestones for Rose 09:38 - Rose Project Financing and Partnerships Update 10:48 - Experiences with Government 12:10 - Demand for Technical-Grade Spodumene 14:38 - Rose Drill Results 19:23 - Critical Elements' 2024 Outlook: Key Milestones 20:40 - Burn Rate 22:09 - Strategies for Project Financing Amidst Competition 27:40 - Howard's Closing Remarks _________________________________________________ L...

Apr 24, 2024•29 min•Ep. 160

E99: Carolina in my mind. Piedmont Lithiums' Keith Phillips

INDEX: 00:00 - +39% to -8% in 1 week 07:51 - Carolina Project's Permit: Next Steps 10:46 - North American Lithium: 2024 Outlook 18:22 - Tesla, LG Chem Deals: Market Updates 25:48 - Spodumene Demand: Market Insights 30:16 - Exploration Auctions: Future Ventures 31:35 - Ewoyaa Project: Ratification Pending 35:37 - Funding Ewoyaa Project: Capitalizing Ghana 38:45 - Carolina Project Funding: Options 44:58 - Carolina Project: Integrated or Concentrate Mine? 47:21 - Offtake Agreement Concerns: Sayona ...

Apr 21, 2024•1 hr 3 min•Ep. 159

E98: Champing at the bit. Champion Electric Metals' Jonathan Buick

INDEX: 00:00 - Introduction 01:56 - Recent News: Near-Surface Pegmatite Discovery 03:31 - Vision 2024: Strategic Goals and Investor Alignment 06:17 - Program Location 07:34 - Target Locations 08:05 - Goose Hunting Shutdown 08:53 - When To Resuming Drilling? 09:07 - Permit Progress 09:54 - Experience Operating in Quebec 11:06 - ESG Efforts 12:03 - Potential Mergers and Acquisitions 13:47 - Is the Lithium Thesis Intact? 14:38 - Cobalt Ventures: Overview of Idaho Projects 16:25 - Financial Update: ...

Apr 19, 2024•20 min•Ep. 158

Getting To Know You: Surge Battery Metals. w/ Graham Harris

INDEX: 00:00 - Introduction 02:12 - Summary Synopsis 03:48 - About Graham 05:16 - Meet the Team 07:16 - About Dr. Vijay Mehta 08:11 - 2023 Milestones 08:45 - Catalysts in 2024 09:52 - Analyzing Nevada Resources 12:13 - Next Steps After Metallurgical Testing? 13:07 - Optimizing Process 13:40 - PEA: Insights into Finances 14:47 - Proximity of Infrastructure 15:46 - Operating in Nevada Mines 17:27 - Funding Expansion 19:17 - Drilling Plans 20:35 - Impressive Grades 21:38 - M3JV Project Update 22:47...

Apr 17, 2024•31 min•Ep. 157

Getting To Know You: CleanTech Lithium. w/ Steve Kesler

INDEX: 00:00 - Introduction 01:25 - Summary Synopsis 03:22 - About Steve 04:45 - CleanTech's Mission 05:06 - 2023 Milestones 06:55 - Chilean Regulations 11:05 - Sunresin Partnership Impact on CleanTech 16:07 - Talks with Off-Takers 18:16 - Navigating Debt Financing 22:11 - Board & Management As Major Shareholders 25:56 - Burn Rate 30:33 - Laguna Verde PFS 33:36 - Social Sustainability 35:08 - Capacity Expansion Considerations 37:52 - Estimated Timeline To First Production 40:03 - Clean Energ...

Apr 15, 2024•44 min•Ep. 154

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