Lithium-Ion Bull: Issue 91

February 14, 2024

One Love. Enter The Dragon

Valentines Day inspiration comes from Bob Marley whose biopic starts in theaters everywhere today. And Bruce Lee, to ring in the Chinese New Year.

Observe the strong lithium equity bubble correlation in the chart below to the lithium

carbonate price. I’m guessing today we are somewhere between capitulation and despair. But wonder, in the context of lithium’s extreme velocitility, what will “return to the mean” actually mean?

• If it takes two years to build a battery plant, but 5-10 years for a mine, how has lithium supply caught up to battery manufacturing that has vastly surpassed forecasts 5 years ago?

• How does a 2023 structural deficit thesis turn to a 2024 hopium price rebound predicated on supply cuts?

• How much lepidolite can China really produce? And at what cost?

• What is the quality and cost of hard rock lithium units coming from Africa?

• Can we ever forecast these with any confidence or is it just a black box?

RK Equity’s Rock Stock Channel’s first six videos of the year, excerpted inside, seek answers to these and many other questions…

Junior development stocks discussed include Atlantic Lithium, Winsome Resources, Galan Lithium, European Metals Holdings, Ioneer, Liontown, Leo Lithium, Sayona Mining, Lithium Americas, Sigma Lithium, alongside major producers…