E78: Pilbara Minerals’ Dale Henderson

INDEX:2:55 - Dale's background6:22 - Discuss presentation9:52 - Demo plant13:19 - Use of 3B AUD14:49 - View on spod market20:25 - Conversion capacity23:03 - Miners margin split24:29 - Short-term forecast26:29 - Fortescue28:12 - Potential partners32:29 - M&A: Where's Pilbara?35:52 - M&A: Entry strategy37:18 - South America considerations?38:42 - Thoughts on Quebec40:08 - The bond market40:33 - Market vs. Strategic evaluations42:03 - Closing #lithium #Tesla #electricvehicles _________________________________________________ Thank you to Zelandez for sponsoring this video. ** Visit Zelandez.com for lithium brine services **A note about the DLE services advertised: Zelandez helps clients choose wisely what DLE may work for their brine chemistry.  And thank you to our Patrons for supporting the channel.  If you like this video, please click the 'like' button and please also comment so we can improve our content going forward. Register your email at https://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 https://www.patreon.com/rockstockchannel_________________________________________________ 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