Lithium Livestream: Are cheap valuations about to drive further M&A?

INDEX: 00:00:00 - Introductory comments and panelist profiles 00:05:00 - Better Bid/Greenshoots on RK Equity Scoreboard - Q2 Metals 00:07:00 - Rio Tinto/Arcadium - from Rio shareholder perspective 00:11:15 - Rio/Arcadium - from Arcadium shareholder perspective/who else might (have) bid? 00:21:30 - What long-term lithium price was implied/embedded in Rio's acquisition price? 00:26:33 - Rio's prior purchase of Rincon & China's manipulation of lithium price. 00:29:20 - Does Rio/Arcadium underpin higher valuations in other lithium stocks absent higher lithium prices? 00:41:30 - Will DLE (Direct Lithium Extraction) long-term lower the cost curve? Eramet 00:44:20 - Iliad, SLB, Energy Source Minerals. 00:46:23 - California geothermal & oilfield brines - Will Exxon buy Albemarle? 00:48:30 - Can US conversion compete with China? 00:51:50 - What Spodumene price is implied in certain lithium equities? 00:55:00 - Brazil following Pilbara/Latin Resources – Sigma, Lithium Ionic, Atlas Lithium undervalued relative to WA peers? 00:59:50 - Expected M&A among mid-tiers? Quebec: Sayona/Piedmont, Patriot, Winsome, WA: MinRes & Hancock WA regional hub. 01:06:12 - Time to buy more and who? Albemarle, Pilbara, Sigma, Wildcat, Patriot, Winsome 01:13:45 - Are equities reflecting higher lithium prices soon? WA supply and Africa/China lepidolite updates 01:18:00 - Panel discusses less well covered names - European Metals Holdings, Atlantic Lithium, Talga, Winsome, Global Lithium, Delta Lithium, Wildcat, Liontown, Q2 Metals, Savannah, AMG 01:26:17 US listed & Smackover plays - Lithium Argentina, Lithium Americas, Piedmont, Standard Lithium, Exxon, Koch, Equinor, Tetra, Pantera 01:36:00 - Conventional salar brines in lithium triangle vs. lower ppm DLE brine plays 01:39:12 - Supply threats from Africa - AVZ, Kodal, Goulamina and China's ability to process low grade material 01:48:00 - Lithium price predictions, demand shock potential (autonomous driving, solid state) and other closing thoughts _________________________________________________ Links 🌍 RK Equity Website: https://rkequity.com/ Patreon: https://www.patreon.com/rockstockchannel Podcast: Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648 X (Twitter): Howard: https://twitter.com/LithiumIonBull Rodney: https://twitter.com/RodneyHooper13 _________________________________________________ DISCLAIMER NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH Rodney and Howard are not financial advisors nor broker-dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do your own independent research and read the disclaimer at the end of the video or on RK Equity’s website https://www.rkequity.com Intro and outro audio credit: Jamie Klein