E40: Morningstar's Lithium Compass

Post TSLA earnings call and ahead of the "Big 3" Lithium producers ALB, SQM and LTHM, Rodney and Howard caught up with Morningstar's Seth Goldstein to talk US-listed lithium stories, strategies, supply/demand, pricing and valuations. We also discuss his views on the potential and his assessed valuation of America's newest lithium development story, Compass Minerals, which published in July a significant 2.4mt LCE lithium resource contained within their operating Great Salt Lake potash operation in Utah. ----If you like this video, please click the like button and please also comment so we can improve our content going forward. And please register your email at www.rkequity.com and follow Rodney and me on Twitter (@lithiumionbull @RodneyHooper13) and on LinkedIn. Please also subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content. And finally, if you find value in our content, please consider joining us on Patreon at patreon.com/rockstockchannel Intro and outro audio credit: Jamie Klein DISCLAIMER RK Equity is an advisory firm run by Howard Klein and Rodney Hooper. We are exclusively focused on raising awareness about companies producing or developing the next generation critical raw materials that are powering Tesla’s EV Battery Energy Transition, including lithium, nickel, graphite, rare earths and other technology metals. We also track the growing number of EV Battery themed stocks going public through Special Purpose Acquisition Companies. Our clients include developers of greenfield raw materials projects as well as large strategic investors, and investment managers seeking to allocate capital to this rapidly growing sector. Rodney and Howard are not financial advisors or broker dealers and nothing you hear in this video is investment advice. Please do your own research and read the disclaimer at the end of this video or on our website.