E114: Rational Optimism. Lithium Royalty Corp's Ernie Ortiz

INDEX:00:00 - Introduction01:05 - About Ernie/LRC03:53 - Bullish Outlook for Lithium Demand05:55 - Chinese EV Market and Global Trends06:55 - Rise of Extended Range EVs07:55 - North American and European EV Markets11:14 - Tesla Robotaxi Unveil13:35 - True cost of China Lepidolite?17:12 - Future of North American Lithium Supply Chain20:28 - Any capital left from IPO?21:40 - Spodumene to Hydroxide Challenge23:51 - LRC Royalty Pricing Formula25:37 - Brazil's Growth and Opportunities28:29 - DRC and Supply Risk?29:27 - Future of Lithium Pricing32:50 - When to sell?35:31 - Audience Q&A: Royalty Valuation38:33 - Lithium Market Downturn Duration39:51 - Final Thoughts on Lithium Investments   _________________________________________________   Links 🌍 RK Equity Website: https://rkequity.com/Patreon: https://www.patreon.com/rockstockchannelPodcast:  Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172  Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648X (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