Rock Stock Recap E15: Lithium’s Raging Bull - YJ Lee of Arcane Capital Advisors'

[@peterjohn5834]

Absolutely priceless. ‘It’s economics that is driving the battery market”. BESS will be huge because existing electricity suppliers will want to maintain their markets and customers and they make so much money out of demand peaks in electricity pricing and supply. Great interview, it has made me excited again.

[@scanspeak00]

Another amazing podcast. Many thanks!

[@RockStockChannel]

Glad you liked it!

[@Smith-fc3vt]

Smart guy! I also think that LFP (Source Carbonate) will continue to gain market share over NMC (Source: Hardrock) due to the emerging battery development. In the next 5 years there will be a transition with LMFP, semi-solid-state, finally to solid-state batteries. The best starting material for solid-state is lithium chloride (Source: Brine)

[@RockStockChannel]

Appreciate the comment.

[@Smith-fc3vt]

My first choice: Galan Lithium with the best Argentinian lithium resource. Tier-One! Will soon have RIO Tinto as a new neighbour alongside POSCO. Expected to produce next year. Yesterday it became the first mining company in Argentina to apply for participation in RIGI (offered tax, customs, legal, and foreign exchange benefits for investments) and is about to receive an environmental licence for phase 2 = 21,000 tpa LCE due to strong provincial government support. Ranks in the TOP 3 for brine resources and in the TOP 15 for global lithium resources Opex US $ 3.600 - US $ 4.000 / to LCE first quartile of cost curve, and there „on the left side“, lower than Greenbushes!

[@RockStockChannel]

Thanks. Rooting for Galan!

[@paulfarmer7393]

100% agree , Galan stands out as an incredibly cheap play. Given Argentine govt , supportive state , low tech approach , plus now alliance with chemphys it’s got to be near bottom end of cost curve . When prices recover likely by fy26 could easily 10x from current levels .

[@jaredsuggitt996]

Great talk. YJ seemed to be a well informed guest.

[@RockStockChannel]

thanks and agree!

[@Smith-fc3vt]

My investment criterias Jurisdiction Argentina vs. Chile(extremly high taxes plus state involvement), Bolivia, China Product Lithium-Chloride (low Capex, low fresh water consumption) vs. Carbonate, Hydroxide Quality Ressorce Low Impurities (low Magnesium content, high Li-content) Size Ressource 7,3 MT LCE only measured & indicated, not inferred ( for e.g. bigger than Liontown) Process proven (Ponds) and ESG conform vs. unproven (DLE)

[@RockStockChannel]

@@Smith-fc3vt thanks for the detail

[@DavidAEckles]

Any thoughts on what would happen to Lithium prices if China can ramp up even more lithium from Africa?

[@erincvarol4888]

Great interview guys, thanks... i need to hear inorder to stick up my lithium stock..cheers

[@RockStockChannel]

Thanks!

[@user-rh1tl2ve2p]

Great talk

[@RockStockChannel]

@@user-rh1tl2ve2p thanks

[@topperharley5016]

Great interview. Greetings from Germany👍

[@RockStockChannel]

@@topperharley5016 thanks!

[@vicpetrovich6266]

Great interview boys … !

[@RockStockChannel]

@@vicpetrovich6266 thanks

[@jayconway8016]

Tried to find Arcane Capital advisors website. Under construction apparently?

[@RockStockChannel]

@@jayconway8016 not sure p

[@Lykzabet]

YJ presents a compelling thesis for accretion in the lithium space in the not too distant future. Let’s hope he is right 🤞

[@RockStockChannel]

@@Lykzabet agree!

[@ThomasSoderholm-j3m]

It would have been interesting to hear from YJ Lee as to WHY the Inflation Reduction Act will fail.

[@RockStockChannel]

@@ThomasSoderholm-j3m thanks for the comment

[@Smith-fc3vt]

My investment criterias Opex first quartile of cost curve Management operational Excellence vs Inexperience ESG low fresh water and energy consumption, cooperation with local communities Ownership preferably 100 % Funding preferably with first class partners (several better than one) Status preferably Producer or nearterm Producer vs. developer, explorer Valuation underrated vs. neutral, overrated

[@RockStockChannel]

@@Smith-fc3vt which stocks meet your criteria?

[@Smith-fc3vt]

@@RockStockChannel There is no such thing as a jack of all trades. But the following 3 stocks are my favourites in order from top to bottom: GLN Galan Lithium LAAC Lithium Americas(Argentina) Ganfeng

[@17ephp]

Ranging bull while Lithium prices are at 52wk low ? You're not serious people.

[@RockStockChannel]

@@17ephp buy low sell high

[@7epe]

You can feel the pain when YJ talks about Arcadium and the Rio’s M&A! I feel the same buddy, we had a diamond in our hands that just got stolen for a penny. 🫂

[@RockStockChannel]

@@7epe yep