Strategic US‑Made Rare‑Earth Project Offers Low‑Capex Opportunity
HAMR-time meet xenotime Dy, Tb, Y, titanium, zircon Congrats @iperionx on robust Titan DFS. Trump admin no doubt recognizes the strategic nature @todd_hannigan so articulately summarizes below, which is why DOW funded the study. Low capex, low execution risk, permitted. 100% owned, 100% made in 🇺🇸 Arguably valued at zero inside $IPX Not advice. DYOR 👇
Geopolitics May Drive Elevra’s Full‑Control Bid
Does geopolitics trump valuation? In a world of FORGE, US-Australia critical minerals alliances and Congressional hearings on Chinese market behavior, will be interesting to see how this unfolds. Key question is what does Elevra do? Stay in a JV with Huayou and...
RK Equity Guides Stakeholders Through Early Critical Minerals Supercycle
Thanks Cory and Shad @TheKEReport for having Matt and me on today to discuss how RK Equity works with issuers, investors and policy makers to make sense - and dollars - navigating the early innings of the specialty critical minerals...
April RKEquity Scoreboard Highlights Lithium, Rare Earths
Check out latest #RockStockRecap, which includes a detailed run through #RKEquity April scoreboards for lithium, rare earths and minor metal equities. #GoLongWhereMemoriesAreShort 👇👇
Market Misprices Lithium: Brazil, Canada Offer Arbitrage Opportunity
Brazil is a Tier One mining jurisdiction. Canada is a sophisticated capital market for mine financing. Why does Mr. Market continue to underappreciate and undervalue its lithium producers and developers? Modern portfolio theory suggests such arbitrage should not exist where...
Lithium & Rare Earths Bull Market Still in Early Phase
Cash flowing producers, high physical commodity prices, buoyant equity & debt financings and M&A… Still in the early innings of the lithium and rare earths bull market IMO… Latest #RockStockRecap for your weekend pleasure, featuring $ASN.AX and $QTWO.V 👇👇
QTWO Undervalued vs Peers; Quebec Spodumene Near Unicorn
Excellent chart @zempheth which I've modified slightly to highlight your very correct pointing out the @Q2Metals -Cisco valuation (USD 420M) comp to Azure/Andover which was bought for USD 1.1B+ when spodumene prices were half what they are today. With Elevra proving...
Q2Metals Hits Record High, Poised for Unicorn Status
Congrats @Q2Metals on another all-time closing high. Strong set up with maiden MRE on the way very soon. The most exciting #lithium exploration story at present. And perhaps ever…. Destined for 🦄 status IMO… $QTWO.V Not advice. DYOR https://t.co/Yu2F5zv7cx
US Poised to Export Lithium Chemicals Within Decade
An important step toward the US again becoming a critical mineral processing power house 👉 US can move from net importer to net exporter of lithium chemicals over the next 10 years as we did over last 10 years in...
Lithium Project's Past, Present, Future Crucial for U.S.
Was great to dive deep with Jon Evans @LithiumAmericas on the past, present and future of this critically and strategically important lithium project for the United States. Strongly encourage all to listen if you've not already done so. $LAC 👇
Rising Gas Prices Boost Demand for Used EVs
With gas prices shooting up amid the war in Iran, interest in EVs is picking up again—especially on the used market https://t.co/kyiKQkDabN
SGML Eyes 2‑3× Brownfield Expansion Amid Lithium Surge
Pleasure as always to chat with @Anacabralgardn1 @SigmaLithium who, having navigated a challenging period with immense grace and no equity dilution, considers again brownfield stage expansions that can 2-3X current production. Poised to continue re-rating IMO as lithium experiences spodumene surge/shortage. $SGML Not...
LithiumIonic Secures $1,000 Spodumene Floor Deal
An exclamation point to this insightful color @D_Jimenez_Sch was @LithiumIonic signing spodumene offtakes with Yahua and Grand Chen Resouces on the heels of this Fastmarkets Shanghai conference last week: $1,000 price floor, no ceiling, no discount and $20M...
U.S. Poised to Export Lithium, Power Future Batteries
#RockStockChannel just published its first ever 1-on-1 interview with @LithiumAmericas CEO Jon Evans. For the first 7 years of my now ~18-year lithium journey, the only project I promoted was what I’ve titled this video America’s Lithium. Lithium Americas. Like Mountain Pass...
Atlantic Lithium Marks Watershed Moment Amid Spodumene Demand
Big news @AtlanticLithium Congrats Keith Muller, Amanda Harsas, Neil Herbert and the rest of team on what is indeed a watershed moment for the company and Ghana. Considering recent Core Lithium financing, $PLS/Canmax off-take and many other indicators of the strong...