E94: Bottom’s Up Lithium. Canaccord's Reg Spencer

INDEX:00:00 - Introduction03:51 - IperionX Reveals Titanium Recycling Breakthrough08:35 - Titanium Eyed as Strategic Mineral for US10:33 - IperionX's Market Surge and Revenue Outlook12:46 - IperionX's Potential Market Impact and Profits14:12 - Market Timing Discussion and Recharge Note17:01 - Counter to Negative Lithium Demand Narrative20:19 - Exploring Macro Comparisons in Lithium Market24:35 - Concerns Raised Over African Lithium Supply25:29 - Warning Against Rushed Lithium Projects26:17 - Advice for Skeptical Investors in Lithium Market29:38 - Stocks Canaccord Rates Having Most Upside - Galan, Cygnus, Latin Resources, Piedmont Lithium, Winsome Resources31:47 - Impact of Rising Lithium Prices Explored33:32 - Supply Cuts and Lithium Mine Viability34:12 - Assessment of North American Lithium Mine, Piedmont, Sayona37:48 - Positive Outlook for Galan's Lithium Production40:33 - Albemarle Auction's Impact on Lithium Market42:13 - MinRes Land Banking, Acquisition of Poseidon Nickel Infrastructure43:46 - Australian Stocks and Guangzhou Futures Relationship46:35 - Updates to Long-Term Lithium Pricing Discussed48:09 - Suitability of 20% IRR Questioned _________________________________________________Links 🌍Lithium Royalty Corp: https://lithiumroyaltycorp.com/home/default.aspxRK 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