Lithium-ion Rocks!

INDEX: 00:00 - Introduction 01:34 - Summary Synopsis 04:11 - About Brunswick Exploration 10:13 - 2023 Milestones 12:59 - Mirage Project Drilling Campaign 15:51 - Elrond Project: Drilling Results? 18:42 - Prioritizing Mirage Project in 2024 22:04 - Infrastructure Impact on Lithium Prospects 25:46 - Managing Finances 27:41 - Time Horizon with Current Spend 28:25 - Premiums with Flow-Through Funding 30:14 - Repurchase Agreement Strategy 33:40 - Quebec's Appeal 37:14 - Catalysts in 2024 38:11 - Howard's Closing Remarks _________________________________________________ Links 🌍 RK Equity Website: https://rkequity.com/ Patreon: https://www.patreon.com/rockstockchannel Podcast: Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648 X (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

INDEX: 00:00 - Introduction 04:22 - History of Rose Project 06:38 - About Rose Project 07:32 - Key Milestones for Rose 09:38 - Rose Project Financing and Partnerships Update 10:48 - Experiences with Government 12:10 - Demand for Technical-Grade Spodumene 14:38 - Rose Drill Results 19:23 - Critical Elements' 2024 Outlook: Key Milestones 20:40 - Burn Rate 22:09 - Strategies for Project Financing Amidst Competition 27:40 - Howard's Closing Remarks _________________________________________________ Links 🌍 Lithium Royalty Corp: https://lithiumroyaltycorp.com/home/default.aspx RK Equity Website: https://rkequity.com/ Patreon: https://www.patreon.com/rockstockchannel Podcast: Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648 X (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

INDEX: 00:00 - +39% to -8% in 1 week 07:51 - Carolina Project's Permit: Next Steps 10:46 - North American Lithium: 2024 Outlook 18:22 - Tesla, LG Chem Deals: Market Updates 25:48 - Spodumene Demand: Market Insights 30:16 - Exploration Auctions: Future Ventures 31:35 - Ewoyaa Project: Ratification Pending 35:37 - Funding Ewoyaa Project: Capitalizing Ghana 38:45 - Carolina Project Funding: Options 44:58 - Carolina Project: Integrated or Concentrate Mine? 47:21 - Offtake Agreement Concerns: Sayona Shareholders 49:55 - Decision on Carbonate Plant: Piedmont-Sayona Next Move 52:25 - CEO and Market Volatility 56:59 - Election Impact 59:30 - Speculation Over Takeover: Piedmont Lithium _________________________________________________ Links 🌍 Lithium Royalty Corp: https://lithiumroyaltycorp.com/home/default.aspx RK Equity Website: https://rkequity.com/ Patreon: https://www.patreon.com/rockstockchannel Podcast: Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648 X (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

INDEX: 00:00 - Introduction 01:56 - Recent News: Near-Surface Pegmatite Discovery 03:31 - Vision 2024: Strategic Goals and Investor Alignment 06:17 - Program Location 07:34 - Target Locations 08:05 - Goose Hunting Shutdown 08:53 - When To Resuming Drilling? 09:07 - Permit Progress 09:54 - Experience Operating in Quebec 11:06 - ESG Efforts 12:03 - Potential Mergers and Acquisitions 13:47 - Is the Lithium Thesis Intact? 14:38 - Cobalt Ventures: Overview of Idaho Projects 16:25 - Financial Update: Cash Reserves and Funding Plans 17:58 - Howard's Closing Remarks _________________________________________________ Links 🌍 Lithium Royalty Corp: https://lithiumroyaltycorp.com/home/default.aspx RK Equity Website: https://rkequity.com/ Patreon: https://www.patreon.com/rockstockchannel Podcast: Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648 X (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

INDEX: 00:00 - Introduction 02:12 - Summary Synopsis 03:48 - About Graham 05:16 - Meet the Team 07:16 - About Dr. Vijay Mehta 08:11 - 2023 Milestones 08:45 - Catalysts in 2024 09:52 - Analyzing Nevada Resources 12:13 - Next Steps After Metallurgical Testing? 13:07 - Optimizing Process 13:40 - PEA: Insights into Finances 14:47 - Proximity of Infrastructure 15:46 - Operating in Nevada Mines 17:27 - Funding Expansion 19:17 - Drilling Plans 20:35 - Impressive Grades 21:38 - M3JV Project Update 22:47 - ESG Efforts 24:39 - Funding: Surge Battery Metals' Financial Outlook 26:21 - Key 2024 Share Price Milestones 27:37 - Howard's Closing Remarks _________________________________________________ Links 🌍 RK Equity Website: https://rkequity.com/ Patreon: https://www.patreon.com/rockstockchannel Podcast: Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648 X (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

INDEX: 00:00 - Introduction 01:25 - Summary Synopsis 03:22 - About Steve 04:45 - CleanTech's Mission 05:06 - 2023 Milestones 06:55 - Chilean Regulations 11:05 - Sunresin Partnership Impact on CleanTech 16:07 - Talks with Off-Takers 18:16 - Navigating Debt Financing 22:11 - Board & Management As Major Shareholders 25:56 - Burn Rate 30:33 - Laguna Verde PFS 33:36 - Social Sustainability 35:08 - Capacity Expansion Considerations 37:52 - Estimated Timeline To First Production 40:03 - Clean Energy and Lithium Community Relations _________________________________________________ Links 🌍 Lithium Royalty Corp: https://lithiumroyaltycorp.com/home/default.aspx RK Equity Website: https://rkequity.com/ Patreon: https://www.patreon.com/rockstockchannel Podcast: Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648 X (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

INDEX: 00:00 - Introduction 03:34 - Lithium Futures and Auctions: Market Dynamics Update 06:21 - CATL Dominance: Pricing Influence on Lithium Market 09:08 - Toyota 1-6-90 Rule 12:03 - Hybrid Impact on Lithium Demand: Future Forecast 13:05 - Regionalized Lithium Pricing: North America's Growing Role? 16:50 - Corpus Christi Project Update: Latest Development News _________________________________________________ Links 🌍 Lithium Royalty Corp: https://lithiumroyaltycorp.com/home/default.aspx RK Equity Website: https://rkequity.com/ Patreon: https://www.patreon.com/rockstockchannel Podcast: Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648 X (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

INDEX: 00:00 - Introduction 02:48 - About: Rho Motion 05:18 - China vs. Europe: EV Race Winner? 11:33 - Future of Affordable Electric Vehicles in Europe? 14:48 - Europe's ICE Vehicle Ban: Facing Delays? 18:37 - China's EV Exports: Global Domination? 21:11 - Affordable EVs: Boosting Adoption Rates? 28:52 - Sodium Ion Batteries: EV Market Impact? 30:43 - Sodium Ion Batteries: Future Outlook? 32:53 - Battery Energy Storage: Market Analysis 35:28 - Tesla's Energy Storage Surge: What's Ahead? 36:43 - LFP Market Share: Future Increases? 39:57 - Storage Market: One Terawatt Hour by 2030? 41:31 - Sodium Ion: Storage 44:44 - AI, Cryptocurrencies, Electricity Grid: Competing Demands? 46:56 - Tesla's Shift: Robo Taxis or Vehicles _________________________________________________ Links 🌍 Lithium Royalty Corp: https://lithiumroyaltycorp.com/home/default.aspx RK Equity Website: https://rkequity.com/ Patreon: https://www.patreon.com/rockstockchannel Podcast: Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648 X (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

INDEX: 00:00 - Introduction 01:24 - Summary Synopsis 02:41 - Q2 History 06:22 - 2023 Milestone Achievements 08:32 - Cisco Project Deal Details 12:28 - Cisco vs Mia Infrastructure 13:22 - Flow-Through Financing Considerations 14:35 - Thoughts on Flow-Through Market 14:58 - Probability of Drilling at Cisco 15:57 - Who Performs Assaying 16:06 - Is Cisco the Priority? 17:25 - Expanding Team Capacity 18:23 - Plan for MIA in 2024 19:17 - Royalties on MIA 20:38 - Stellar Project 21:20 - Quebec Relations 22:21 - Quebec's Role in Market Path 23:45 - Thoughts on Consolidation in Quebec 25:44 - Infrastructure Boost After Forest Fires _________________________________________________ Links 🌍 Lithium Royalty Corp: https://lithiumroyaltycorp.com/home/default.aspx RK Equity Website: https://rkequity.com/ Patreon: https://www.patreon.com/rockstockchannel Podcast: Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648 X (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

INDEX: 00:00 - Introduction 03:02 - Research Coverage 06:10 - Renard Diamond Mine Purchase 14:17 - Road construction crucial for Winsome's plan 16:15 - Projected timeline for road construction? 16:25 - Probability of getting road funding 22:10 - Positive drill results boost Winsome 24:42 - Next mineral resource update at Adina? 29:24 - 100 million tons: Winsome's turning point? 32:26 - Financial horizon: $45 million cash balance 34:03 - Hostile bid protection measures 36:36 - Exploring strategic partnerships: Options and objectives 40:07 - Champion Iron Ore analogy: Turnaround potential 41:47 - ESG efforts 45:36 - Disturbances: From Diamonds to Lithium 46:44 - Quebec's unique infrastructure in mining _________________________________________________ Links 🌍 Lithium Royalty Corp: https://lithiumroyaltycorp.com/home/default.aspx RK Equity Website: https://rkequity.com/ Patreon: https://www.patreon.com/rockstockchannel Podcast: Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648 X (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

INDEX: 00:00:00 - Introduction 00:07:49 - IperionX: Revolutionary Tech in Titanium Industry 00:11:00 - Rise in Titanium Prices: What's Driving It? 00:15:39 - Addressing Japan's Titanium Supply Dependence 00:22:09 - Titanium's Price Sensitivity Changing Market Dynamics 00:25:12 - Inside Titanium Market: Scraps to Specialized Products 00:30:53 - Future of 3D Printing with Titanium 00:32:40 - New Facilities Boost Titanium Production 00:38:28 - IperionX's Sales Strategy 00:42:12 - Ensuring Future Supplies of Materials 00:45:55 - Assessing IperionX's Growth Prospects 00:56:06 - Investment Decisions: What's Next? 01:00:16 - Titan Project: When Does Mining Start? 01:01:43 - IperionX: Game-Changer in Titanium Industry 01:10:17 - IperionX's Potential _________________________________________________ Links 🌍 - IperionX’s Corporate Presentation: https://app.sharelinktechnologies.com/announcement/asx/61ee96b4860eefd04f72012e0682f68e - Shareholder Letter: https://app.sharelinktechnologies.com/announcement/asx/fd7578eab2e35721cf782daa93f0b63b - Half Yearly Report: https://app.sharelinktechnologies.com/announcement/asx/e5b124c9cf40636cf6e88e9ecbbb2d8a Lithium Royalty Corp: https://lithiumroyaltycorp.com/home/default.aspx RK Equity Website: https://rkequity.com/ Patreon: https://www.patreon.com/rockstockchannel Podcast: Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648 X (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

INDEX: 00:00 - Introduction 03:51 - IperionX Reveals Titanium Recycling Breakthrough 08:35 - Titanium Eyed as Strategic Mineral for US 10:33 - IperionX's Market Surge and Revenue Outlook 12:46 - IperionX's Potential Market Impact and Profits 14:12 - Market Timing Discussion and Recharge Note 17:01 - Counter to Negative Lithium Demand Narrative 20:19 - Exploring Macro Comparisons in Lithium Market 24:35 - Concerns Raised Over African Lithium Supply 25:29 - Warning Against Rushed Lithium Projects 26:17 - Advice for Skeptical Investors in Lithium Market 29:38 - Stocks Canaccord Rates Having Most Upside - Galan, Cygnus, Latin Resources, Piedmont Lithium, Winsome Resources 31:47 - Impact of Rising Lithium Prices Explored 33:32 - Supply Cuts and Lithium Mine Viability 34:12 - Assessment of North American Lithium Mine, Piedmont, Sayona 37:48 - Positive Outlook for Galan's Lithium Production 40:33 - Albemarle Auction's Impact on Lithium Market 42:13 - MinRes Land Banking, Acquisition of Poseidon Nickel Infrastructure 43:46 - Australian Stocks and Guangzhou Futures Relationship 46:35 - Updates to Long-Term Lithium Pricing Discussed 48:09 - Suitability of 20% IRR Questioned _________________________________________________ Links 🌍 Lithium Royalty Corp: https://lithiumroyaltycorp.com/home/default.aspx RK Equity Website: https://rkequity.com/ Patreon: https://www.patreon.com/rockstockchannel Podcast: Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648 X (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

INDEX: 05:24 - Atlantic Lithium's ($ALL) Project Updates 06:43 - Neil Discusses Economics and Future Plans 09:04 - $ALL Aims for 50M Ton Resource 10:44 - Strong Financial Outlook and Milestones 12:59 - MIF's Role in Operations 15:09 - Atlantic Lithium to List on Ghana Stock Exchange 17:22 - Mid-Year Permitting and Funding Goals 23:42 - Exploring Expansion Plans 25:41 - Reflecting on $ALL's Journey and Growth 26:55 - Atlantic & Insider-Buying 29:54 - Understanding Assore's Involvement and Bids 33:27 - Assore's Long-Term Strategy for Atlantic Lithium 35:59 - Significance of Upcoming Milestones _________________________________________________ Links 🌍 Lithium Royalty Corp: https://lithiumroyaltycorp.com/home/default.aspx RK Equity Website: https://rkequity.com/ Patreon: https://www.patreon.com/rockstockchannel Podcast: Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648 X (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

INDEX: 00:25:15 - HQ Move and Board Meeting 00:27:50 - CEO on Lithium Pricing, Investments 00:31:00 - Capital Costs, Strategy 00:33:59 - Market Volatility, Pricing 00:39:03 - Argentina Solves Short Carbonate Issue? 00:40:28 - Technical Grade Shift, Sales 00:43:22 - Sal de Vida, Transport 00:45:39 - Naraha Hydroxide 00:50:50 - Third-Party Chloride? 00:54:11 - $30M DLE Venture. 00:58:57 - Quebec Strategy Analysis. 01:04:36 - Ford Nemaska Deal 01:07:30 - Arcadium's OEM Financing Plans 01:10:35 - Ioneer Lithium Carbonate Strategy Adjustments 01:25:51 - Lithium Metal Business Stability 01:16:28 - Technical Grade Carbonate Future 01:19:11 - China Advantage. IRA Compliance 01:24:06 - Lithium Industry's Second Mover Advantage 01:26:50 - Quebec Lithium Industry Interest 01:29:33 - Lithium Industry Supply Chain Focus 01:34:04 - Project Delivery Accountability 01:37:56 - Lithium Market Trends Analysis 01:43:04 - Rising Lithium Industry Costs 01:46:07 - Arcadium's Credit Rating Approach _________________________________________________ Links 🌍 Bank of America fireside chat: https://bofa.veracast.com/webcasts/bofa/globalagriculture2024/idblLf7j.cfm BMO fireside chat: https://ir.arcadiumlithium.com/investors/financials-and-filings/calendar-of-events/event-details/2024/BMO-Global-Metals-Mining--Critical-Minerals-Conference-Fireside-Chat-with-CEO-Paul-Graves-2024-4vk3VzJjN1/default.aspx Arcadium Q4 Conference Call: https://ir.arcadiumlithium.com/investors/financials-and-filings/calendar-of-events/event-details/2024/Arcadium-Lithium-Q4-2023-Earnings-Webcast-Conference-Call/default.aspx Lithium Royalty Corp: https://lithiumroyaltycorp.com/home/default.aspx RK Equity Website: https://rkequity.com/ Patreon: https://www.patreon.com/rockstockchannel Podcast: Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648 X (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

INDEX: 02:20 - Analyzing Goldman Sachs' Lithium Forecast Reliability 08:32 - Benchmark's Insights on Lithium Market Stability 13:44 - Impact of Lower Prices on Lithium Supply Growth 19:21 - Will Low Prices Hinder Investment in Western Supply Chains? 24:24 - Vertical Integration Challenges in Coping with Low Prices 28:08 - African & Chinese Lithium Supply and Demand: Outlook Amid EV Competition 32:11 - Resilience of EV Market: Demand Outlook Amid Price Changes 35:48 - EV Market Penetration: Consumer Preferences and Battery Types _________________________________________________ Links 🌍 Lithium Royalty Corp: https://lithiumroyaltycorp.com/home/default.aspx RK Equity Website: https://rkequity.com/ Patreon: https://www.patreon.com/rockstockchannel Podcast: Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648 X (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

INDEX: 01:03 - Lithium Price Projections: How High Could They Go? 06:13 - Supply Chain Understanding: Why Were Forecasts Off? 09:28 - Evaluating Lithium Supply: Impact of China's Investments? 14:37 - Factors Affecting Lepidolite Production in China? 22:02 - Market Trends: Role of Chinese Future Prices 24:17 - Global EV Market: Bold Growth Prediction 30:46 - Market Recovery Shapes: Debating Lithium Prices 33:23 - Investing in Lithium Industry: Where to Look? 41:09 - China's Economic Narrative Beyond EVs Explored _________________________________________________ Links 🌍 Lithium Royalty Corp: https://lithiumroyaltycorp.com/home/default.aspx RK Equity Website: https://rkequity.com/ Patreon: https://www.patreon.com/rockstockchannel Podcast: Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648 X (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

INDEX: 02:26 - Market Review: Can Lithium Prices Keep Going Up? 04:51 - China's Lithium Supply: What's Driving Price Changes? 08:53 - Investor Feelings: Is the US Market Still Gloomy? 11:14 - Electric Vehicle Trends: Are People Interested in Other Cars? 13:36 - Investment Discussion: Should You Buy Lithium Stocks Now? 16:35 - Long-Term Plans: Stick with Lithium Stocks or Not? 20:32 - Valuing Lithium Companies: How to Handle Market Changes? 23:09 - Chinese Influence: How Does It Affect Lithium Companies? 24:36 - Lithium Price Limits: When Do Electric Cars Make Sense? 28:17 - Arcadium Merger: What's It Mean for Investors? 35:19 - Piedmont Lithium: Should You Buy Despite Concerns? 40:19 - Construction Risks: Is Piedmont More Risky? 43:30 - Lithium Americas: What's the Future Without DOE Loan? 47:24 - Lithium Americas Argentina: CEO Change and Stock Target Price. 50:24 - Risks for Lithium Americas Without Loan. 55:30 - Should Investors Own Lithium Royalty Corp? _________________________________________________ Links 🌍 Lithium Royalty Corp: https://lithiumroyaltycorp.com/home/default.aspx RK Equity Website: https://rkequity.com/ Patreon: https://www.patreon.com/rockstockchannel Podcast: Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648 X (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

INDEX: 00:00:00 - Introduction 00:02:05 - Albemarle's Misreading of the Market [CATL, Albemarle] 00:04:35 - Bloomberg Article pn Chinese Economy's Impact on Lithium Market [CATL] 00:07:41 - RIU Conference Echoes Optimism Despite Lithium Market Sell-Off 00:17:01 - Market Focus Shifts to Supply Adjustments for Lithium Pricing Boost 00:23:29 - Surge in Lithium Projects Draws Funding [Sigma] 00:33:02 - Lithium Industry M&A Activity in Western Australia 00:38:51 - Future Lithium Price Trajectory and its Impact on Company Valuations _________________________________________________ Links 🌍 Lithium Royalty Corp: https://lithiumroyaltycorp.com/home/default.aspx RK Equity Website: https://rkequity.com/ Patreon: https://www.patreon.com/rockstockchannel Podcast: Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648 X (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

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

INDEX: 4:18 - Lithium Prices Too Low, Maintains Long-term Forecasts 7:13 - $2,000 Spodumene Price Needed to Revive Industry 9:46 - Potential Supply Caps Amid Spodumene Price Rebound 15:57 - Feasibility Study Figures, Highlights Lower-than-Expected Recovery Rates 18:04 - Pricing Models and Operating Margins Amidst Lithium Sector Challenges 22:32 - Disparity in Lithium Capex Costs Between China and Other Markets 26:10 - Potential Chinese Dominance in Western Auto Market 30:02 - Concerns Raised Over Efficiency and Competitiveness of US EV Industry Compared to China. Is the ROW going electric? 33:10 - Winsome, Europen Metals and Pilbara's Valuation Amid Shifting Focus on Chinese Demand. Could Pilbara be the new force in lithium? 39:29 - Comparing Goldman Sach's Lithium Predictions to Past Iron Ore Misjudgments, Raising Questions on Accuracy 43:03 - When will we return to $2,000 Spodumene? #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