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Chris Robb, Howard Klein and Matt Fernley debate whether lithium bears are missing the real story: demand growth, project financing, DLE delays, Chinese processing capacity, and whether lithium equities are actually cheap.
In this Rock Stock Recap, the discussion covers Rick Rule’s lithium skepticism, why “abundant resources” don’t automatically become supply, whether ...
Galan Lithium (ASX: GLN) CEO JP Vargas and CFO Ross Dinsdale join Rock Stock Channel (Howard and Matt) to discuss Galan’s ramp-up toward first lithium chloride concentrate sales, insider buying, low-cost Argentine brine production, and the company’s long-term growth potential at Hombre Muerto West.
Matt Fernley and Howard Klein dig into Galan’s valuation discount versu...
Lithium Ionic (TSXV: LTH) COO Mike Westendorf joins Rock Stock Channel (Howard and Matt) to discuss the company’s breaking Salinas transaction with PLS, one of the world’s largest hard rock lithium producers. The deal includes US$37.5 million in cash and a 2% royalty on future spodumene sales, while allowing Lithium Ionic to focus on advancing its flagship Bandeira project to...
Lithium bears keep repeating the same arguments - but are they actually right?
In this Rock Stock University episode, Matt Fernley breaks down five major misconceptions about the lithium market, including sodium-ion batteries, ESS demand, battery economics, long-term lithium demand growth, and the difference between geological resources and fundable supply.
We l...
Anson Resources (ASX: ASN) Executive Chairman & CEO Bruce Richardson joins Rock Stock Channel (Howard and Matt) to discuss the latest progress at the Green River lithium project in Utah, including state-level financing incentives, potential CapEx benefits, DFS timing, mineral rights expansion, DLE test work, and the broader lithium market outlook.
The discussion co...