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

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  • Опубликовано: 2 сен 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.
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    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.

Комментарии • 52

  • @shivibhatia1613
    @shivibhatia1613 7 месяцев назад +3

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

    • @BloorStreetCapital
      @BloorStreetCapital  7 месяцев назад

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

  • @DeadEyeBeaky
    @DeadEyeBeaky 11 месяцев назад +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 11 месяцев назад +2

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

    • @darrenandrews7595
      @darrenandrews7595 7 месяцев назад

      Weren't PREM meant to be producing February 2023?

  • @rebreaville9332
    @rebreaville9332 11 месяцев назад +8

    Joe Lowry is fantastic.

    • @BloorStreetCapital
      @BloorStreetCapital  11 месяцев назад +1

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

  • @johnkozak8721
    @johnkozak8721 11 месяцев назад +3

    Thanks James and Joe!

    • @BloorStreetCapital
      @BloorStreetCapital  11 месяцев назад

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

  • @gregmccain343
    @gregmccain343 11 месяцев назад +5

    Another great interview - thank you.

    • @BloorStreetCapital
      @BloorStreetCapital  11 месяцев назад

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

  • @renewableinvesments6826
    @renewableinvesments6826 11 месяцев назад +5

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

    • @BloorStreetCapital
      @BloorStreetCapital  11 месяцев назад

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

  • @michaelwoertman2855
    @michaelwoertman2855 11 месяцев назад +6

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

    • @BloorStreetCapital
      @BloorStreetCapital  11 месяцев назад +1

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

    • @caladr9367
      @caladr9367 10 месяцев назад +1

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

    • @gerardhaus8150
      @gerardhaus8150 8 месяцев назад

      @@caladr9367🤥

  • @ElenaMarianaa
    @ElenaMarianaa 8 месяцев назад +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?

  • @MrKlipstar
    @MrKlipstar 8 месяцев назад

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

  • @frankcoffey
    @frankcoffey 10 месяцев назад +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 10 месяцев назад +1

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

    • @BloorStreetCapital
      @BloorStreetCapital  9 месяцев назад +1

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

    • @BloorStreetCapital
      @BloorStreetCapital  9 месяцев назад +1

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

  • @SurfMyLife1
    @SurfMyLife1 9 месяцев назад +1

    WC8!! 💪💪💪🚀

    • @BloorStreetCapital
      @BloorStreetCapital  9 месяцев назад

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

  • @kenyacasey2369
    @kenyacasey2369 7 месяцев назад +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  7 месяцев назад

      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 7 месяцев назад

      @@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 9 месяцев назад +2

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

    • @BloorStreetCapital
      @BloorStreetCapital  9 месяцев назад +1

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

  • @jimallen833
    @jimallen833 11 месяцев назад +2

    Can't believe ALB invested $100 mill into PMET

    • @BloorStreetCapital
      @BloorStreetCapital  11 месяцев назад

      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 11 месяцев назад +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 8 месяцев назад +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  8 месяцев назад +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 8 месяцев назад

      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.

  • @oneclickandclosed
    @oneclickandclosed 9 месяцев назад +1

    Graphite is even more interesting

    • @BloorStreetCapital
      @BloorStreetCapital  9 месяцев назад

      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

  • @Cd1988B
    @Cd1988B 10 месяцев назад +1

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

    • @BloorStreetCapital
      @BloorStreetCapital  10 месяцев назад +1

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

  • @TurboYachtClub
    @TurboYachtClub 10 месяцев назад +1

    How is value destroyed as people get gold rush mentality?

    • @BloorStreetCapital
      @BloorStreetCapital  10 месяцев назад +1

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

  • @paulfitz6614
    @paulfitz6614 11 месяцев назад +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 11 месяцев назад +2

      Likely paid

    • @BloorStreetCapital
      @BloorStreetCapital  11 месяцев назад +1

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

  • @dennist8646
    @dennist8646 6 месяцев назад

    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 7 месяцев назад +3

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

    • @BloorStreetCapital
      @BloorStreetCapital  7 месяцев назад

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

  • @donpow4268
    @donpow4268 6 месяцев назад +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 6 месяцев назад

      He's in denial...delusions of grandeur