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!
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.😢
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).
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.
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
Glad for the positive outlook.
Cheers
Great interview will certainly have to take this fellow seriously
Yep
Thanks for yet another excellent interview
Cheers
Awesome commentary, thank you guys! Will be interesting to know when the planned interview with CEO Taso Arima from IperionX will be?
Soon!
Fantastic detail . Thanks Howard
Cheers
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.
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😉
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
Another great and very informative discussion.
Glad you liked it
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
Love to see an interview with CRE.v critical elements lithium corp.
On updates and catalysts on upcoming events