Appreciated his honesty on the lithium price as opposed to other pundits out there who process they are right and everyone else is wrong and have no idea what they are talking about aka Mr Lithium

@BloorStreetCapital

6 ай бұрын

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

@RockStockChannel

6 ай бұрын

Lithium’s Velocitility should have us all eating humble pie.

Great information! Thank you for hosting RK Equity! They always provide great analysis.

@BloorStreetCapital

6 ай бұрын

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

@RockStockChannel

6 ай бұрын

❤

Thank you both! A bit of rock 'n roll and lots of lithium.

@BloorStreetCapital

6 ай бұрын

Thanks for the comment Jim and for the ongoing support! Always good to discuss the Stones!

@RockStockChannel

6 ай бұрын

😎

I will be buying different Lithium stocks all year.

Thanks for an excellent interview

@BloorStreetCapital

6 ай бұрын

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

@RockStockChannel

5 ай бұрын

Glad you liked it ben.

Interesting talk. I wonder if lepidico is going to play a major role with their innovative lepidolite processing for African deposits.

@BloorStreetCapital

6 ай бұрын

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

@RockStockChannel

6 ай бұрын

Lepidico’s been working hard at it for some time. I’m rooting for them!

Very informative.

@RockStockChannel

5 ай бұрын

Thanks

@BloorStreetCapital

5 ай бұрын

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

Howard, I have now watched this assessment three times and you are spot on. Brines are a pain in the proverbial, they cannot be scaled, too many variables and the environmental impacts horrific. This is why Albemarle and SQM want hard rock. Hard rock is scalable, manageable and you have a defined pathway to refine the product. Now I know where you got your view on making money at 1%. Still worried about Albemarle the expertise in refining now resides in China. What do you think? Cheers

@BloorStreetCapital

4 ай бұрын

Thanks for the detailed comment Peter! I guess it's time to have him back on. Who else would you like to see?

Expect demand for EV's in the U.S.A. to surge in January of 2024 when the $7,500 tax credit can be applied at time of purchase instead of waiting until buyers file their federal tax return. Refreshed model 3 and model y when available will increase demand for the best selling EV models. The Cyber Truck and Megapack stationary storage both have long wait times and use HUGE amounts of lithium. Other OEM's have been given Elon's notes on how to efficiently manufacture EVs. Domestic OEMs in particular should be investing in new plants and RnD instead of $10B stock repurchases in order to remain competitive. Sadly, they are destined to fail since as usual, they are focused on short term quarterly results instead of the CUSTOMER i.e. the ones providing the funds. Just remember, no bucks, no Buck Rogers.

@BloorStreetCapital

5 ай бұрын

Thanks for the comment and for taking the time to view our content! Excellent comments on EV demand! This pullback in lithium prices is just another opportunity to get long. 2024 will be a good year for the sector!

@user-er7uo9iy3b

3 ай бұрын

@@BloorStreetCapital Hopefully should recover soon. Many invested when it was high

In two years E3 DLE should come online.

@BloorStreetCapital

4 ай бұрын

Thanks for the comment and for taking the time to view our content! The E3 team has done an amazing job and being in an oil friendly jurisdiction certainly helps.

LMFP, NCoM, LMnO are just a few types of batteries. Na batteries use 30% Mn. Solid state LMFP appears to be where EV batteries are headed. Lithium will continue to be used across battery types. Mn oxide is preferred for chemical conversion to MnSO4. Questions that need answers: Is Mn oxide production sufficient to supply growing demand? If not, is Manganese mania next?

@BloorStreetCapital

5 ай бұрын

Thanks for the comment and insights on battery types and for taking the time to view our content!

@saronasam

2 ай бұрын

A money machine for managers

So my question is, If the US is slow to mine for minerals needed for supercomputers and electric cars due to regulations, why doesn't the US provide funding for mining in the oceans like China does

@BloorStreetCapital

5 ай бұрын

Thanks for the comment Johnson and for taking the time to view our content! Great question and you can also ask the same question to the politicians in Canada. We need governments who understand the importance of mining and how crucial it is to the survival and success of our economies.

Thoughts on who is the best Westwrn Australian producer to investing medium to long term?

@deanbilton

2 ай бұрын

ASX: PLS

@sirdudleynightshade8747

Ай бұрын

ASX: RDN - new boy

Better hurry. It's only a matter of time before most rechargeable batteries don't require Lithium. I'm thinking Lithium has about 7 years left.

@BloorStreetCapital

4 ай бұрын

Thanks for the comment Frank and for taking the time to view our content! Interesting comments! What will replace lithium?

@frankcoffey

4 ай бұрын

@@BloorStreetCapital We don’t know yet. Researchers will likely try everything with the help of AI and find many chemistries that will work. I imagine there will be at least 3 new battery types per year for the next decade.

@sirdudleynightshade8747

Ай бұрын

Doubt Li will be "ousted" inside 20-30 years.....takes too long to capitalise, set up supply train, explore for and develop any required new minerals, persuade manufacturers to finance testing prototype automobiles etc etc. Ie: too hard to change again.

Lakes Resources is a DLE disaster.

@BloorStreetCapital

4 ай бұрын

Thanks for the comment and for taking the time to view our content! I'm not familiar with Lake but will check it out.

Lithium = Solar Panels, in Chinese strategy

@BloorStreetCapital

5 ай бұрын

Thanks for the comment and for taking the time to view our content! I am going to bring someone on to discuss solar panels.

& if u can't come, see a doctor. ffs

I think Howard should take a closer look at the Azure project and it's neighbourhood. Their magnificent spod field seems to be surrounded by similarities, ie it's sitting in the middle of a "river" of spodumene outcrops & dips. The Azure property has been renamed "Andover" (previously Roebourne) and some of it's neighbours are Andover North, Andover South, Andover North-East, Andover East etc. I also think Azure may be a lot further advanced in its development than he thinks. PS I was born in Hackney of the diamonds fame.

@BloorStreetCapital

Ай бұрын

It's Jimmy Connor, thanks for the comment and for taking the time to view our content! I will bring this up with Howard the next time we speak.

@sirdudleynightshade8747

Ай бұрын

@@BloorStreetCapital Thx Jimmy.....I really enjoyed your interaction with Howard....cleared up a few bits & pieces for me.