E88: Lithium Pearl Jam. Wilsons Advisorys' Sam Catalano

INDEX:0:00 - Introduction 6:04 - Profitability Still Achievable in Volatile Lithium Market Despite Structural Changes 8:08 - Methodology Behind Long-Term Lithium Pricing Models and Project Viability 13:23 - Significant Price Increase Needed to Incentivize Lithium Project Development 15:34 - Viability of Low-Grade Lepidolite as Alternative Lithium Supply 19:56 - Concerns Over Potential Overcorrection in Lithium Pricing Amidst Recent Production Cuts and Rationing  20:57 - Risks of Market Pivot Towards Lithium and Impact on Supply Chains 25:19 - [Alcoa, Albemarle, Arcadium] Parallels Between Lithium Industry's Evolution and Quality Bias in Matured Steel Industry 30:03 - [Alcoa, Rio Tinto] Profitability and Future Trajectory of Lithium Industry Amid Uncertainties 32:34 - [Sichuan Yahua, Pilbara, Chengxin] Lithium is becoming more commoditized 35:33 - [Atlantic Lithium, Liontown, Leo Lithium, Core Lithium, Ioneer] - Atlantic's Position Despite Quality Assets Amid Bid Activity Discrepancies 42:54 - [Sayona, Lake Resources, AVZ Minerals] Influence of Retail vs. Institutional Ownership on Stock Valuation 51:08 - Mali's Political Instability and its Impact on Leo Lithium's Future 55:09 - [Gangfeng] Industry Dynamics Shift as China Expands Operations in Africa Amid Political Uncertainty in Mali 59:06 - [Liontown] Funding Gap Looms Large as Liontown's Breakeven Price Exceeds Current Market Rates 1:02:01 - [Core Lithium] Core Lithium Shutdown: What Price Reopens the Door? 1:04:26 - [Liontown] - How confident are you in Liontown's study compared to Core Lithium's 1:06:23 - [Ioneer] - Why is Ioneer your long-term prospect? #lithium #electricvehicles _________________________________________________ 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