Rock Stock Channel

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The Age of Electricity is creating enormous opportunities in the critical minerals investment thematic. Howard, Rodney and Matt provide in-depth discussions with major developers and analysts covering lithium battery metals, rare earths, and many other specialty commodities.

  1. 1 day ago

    Can a Copper Bull Still Be a Lithium Bear?

    Lithium equities continue to lag rising lithium prices, while copper trades near all-time highs and investors reassess where the real opportunities lie across critical minerals. In this week’s Rock Stock Recap, Howard Klein and Matt Fernley discuss undervalued Argentine lithium brines, Liontown’s move into Argentina, Standard Lithium’s LG Energy Solution offtake, Albemarle’s leadership shift, El Niño risks, high-grade copper projects, Codelco, copper supply forecasts, and why the market may still be underestimating lithium. Explore our Patreon Membership: https://www.patreon.com/cw/rockstockchannel/membership Our Socials: X (Howard) - https://x.com/LithiumIonBull X (Matt) - https://x.com/matt_fernley ___ Chapters (00:00) Lithium Equities Lag Commodity Prices (05:02) Argentine Brines Look Mispriced (06:32) Liontown Validates Argentine Brine Value (13:47) High-Grade Copper Juniors Stand Out (20:56) Copper Supply Risks May Be Overhyped (24:01) Codelco Raises Chile Lithium Risk (29:13) El Niño Could Tighten Brine Supply (34:34) Albemarle Shifts Toward Mining Discipline (40:00) Standard Lithium Offtake Unlocks Financing (44:43) Lithium Fundamentals Keep Tightening (46:06) Copper And Lithium Pricing Compared (51:06) Copper Supply Keeps Beating Forecasts (57:01) SLI on Bloomberg Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs: https://rkequity.com/ Questions: rockstockchannel@rkequity.com Patreon: https://www.patreon.com/rockstockchannel Podcast   Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq Follow us on X (Twitter): Howard: https://x.com/LithiumIonBull Matt: https://x.com/matt_fernley Rodney: https://x.com/RodneyHooper13 Ben: https://x.com/benjihammond _________________________________________________ DISCLAIMER NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH. Howard, Matt, and Rodney are not financial advisors or broker-dealers. This video is provided for informational purposes only and should not be considered investment or financial advice. Please conduct 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

  2. 28 Aug

    Are Grid Queues Distorting Battery Demand Signals?

    Project Blue analysts Rob Burrell and Jordan Roberts join Rock Stock Channel (Matt and Ben) for a deep dive into the lithium and battery markets. The discussion covers lithium prices, China EV demand, energy storage growth, spodumene supply, sodium-ion batteries, commercial EVs, drones, robotics, Zimbabwe exports and India’s emerging battery industry. Follow: LinkedIn (Rob Burrell) - https://www.linkedin.com/in/robert-burrell-phd-196878196/ LinkedIn (Jordan Roberts) - https://www.linkedin.com/in/jordan-roberts-68b746114/ LinkedIn (Project Blue) - https://www.linkedin.com/company/theprojectblue/ Website (Project Blue) - https://projectblue.com/ ___ Chapters (00:00) Intro (04:07) Lithium Market Drivers (05:45) Supply Risks Ahead (07:29) China VAT Changes (11:55) China EV Demand (13:43) Energy Storage Growth (15:09) Sodium-Ion Outlook (16:55) Grid Connection Bottlenecks (19:15) Lithium Price Outlook (20:10) Lithium Market Balance (22:07) Concentrate Supply Risks (24:29) EVs vs. Storage (28:24) Commercial Vehicle Demand (31:31) Drones And Defence (34:54) Humanoid Robot Demand (37:56) Lithium Phosphate Growth (41:39) Zimbabwe Export Outlook (43:53) India Battery Market Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs: https://rkequity.com/ Questions: rockstockchannel@rkequity.com Patreon: https://www.patreon.com/rockstockchannel Podcast   Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq Follow us on X (Twitter): Howard: https://x.com/LithiumIonBull Matt: https://x.com/matt_fernley Rodney: https://x.com/RodneyHooper13 Ben: https://x.com/benjihammond _________________________________________________ DISCLAIMER NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH. Howard, Matt, and Rodney are not financial advisors or broker-dealers. This video is provided for informational purposes only and should not be considered investment or financial advice. Please conduct 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

  3. 27 Aug

    10 Rigs, 50,000m: Can Rare Earths Americas Turn Drilling Into Resources?

    Rare Earths Americas (NYSE: REA) CEO Don Swartz discusses the company’s exploration progress in Georgia and Brazil, including drilling at the Foothills Rare Earth District, Homer and Alpha. He also explains why management is focused on execution, resource development and project de-risking despite broader volatility across rare earth and critical minerals stocks. The discussion covers REA’s drilling program, Homer’s 6.5 km anomaly, its expanding Georgia land position, capital allocation, upcoming resource milestones and the outlook for Western rare earth supply chains. REA Presentation Deck: https://d1io3yog0oux5.cloudfront.net/_648fc9d8b957f3772c30184785969b7c/rareearthsamericas/db/3576/34488/pdf/REA_August+2026+Marketing+Deck+vFINAL+FINAL+.pdf Follow Rare Earths Americas: Website - https://rareearthsamericas.com/ LinkedIn (Donald Swartz) - https://www.linkedin.com/in/donald-swartz/ LinkedIn (Company) - https://www.linkedin.com/company/rare-earths-americas/ ___ Chapters (00:00) Company Update And Context (04:14) Post-IPO Progress (08:24) Homer Exploration Program (10:29) Niobium Potential (11:43) Foothills District Expansion (14:15) MRE Timing (14:31) Processing And Supply Chains (16:36) Capital Allocation And Alpha (18:42) Market Valuation Disconnect (23:53) Mining Talent And Policy (26:02) Six-Month Milestones Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs: https://rkequity.com/ Questions: rockstockchannel@rkequity.com Patreon: https://www.patreon.com/rockstockchannel Podcast   Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq Follow us on X (Twitter): Howard: https://x.com/LithiumIonBull Matt: https://x.com/matt_fernley Rodney: https://x.com/RodneyHooper13 Ben: https://x.com/benjihammond _________________________________________________ DISCLAIMER NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH. Howard, Matt, and Rodney are not financial advisors or broker-dealers. This video is provided for informational purposes only and should not be considered investment or financial advice. Please conduct 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

  4. 26 Aug

    Why are Four Billionaires Backing this Junior Copper Story?

    Power Metallic (TSXV: PNPN) CEO Terry Lynch joins Rock Stock Channel (Howard and Matt) to discuss the company’s high-grade copper, nickel and PGE discovery in Quebec, its upcoming mineral resource estimate, exploration upside and potential pathway to production. The discussion covers Power Metallic’s unusually high copper-equivalent grades, strong metallurgical recoveries, infrastructure advantages, strategic investor interest and the potential impact of a Nasdaq ADR listing. Corporate Presentation: https://www.powermetallic.com/corporate_presentation.pdf Follow: LinkedIn (Terry Lynch) - https://www.linkedin.com/in/terry-lynch-lion18/ X/Twitter (Terry Lynch) - https://x.com/terrybali LinkedIn (Company) - https://www.linkedin.com/company/power-metallic/ X/Twitter (Company) - https://x.com/PowerMetallic ___ Chapters (00:00) Investment Case (03:06) Power Metallic Introduction (05:49) Company Origin Story (08:08) Exceptional Copper Grades (11:08) Resource Economics (12:39) Metallurgical Recoveries (14:16) Exploration Upside (17:25) Mine Development Plan (19:57) Infrastructure Advantage (20:36) Expansion Strategy (24:54) Strategic Shareholders (28:47) Market Valuation Gap (31:02) Development Comparables (35:44) Strategic Investor Interest (38:23) Rerating Catalysts (41:29) Nasdaq Listing Catalyst (45:41) Critical Minerals Opportunity (48:07) Closing Thoughts Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs: https://rkequity.com/ Questions: rockstockchannel@rkequity.com Patreon: https://www.patreon.com/rockstockchannel Podcast   Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq Follow us on X (Twitter): Howard: https://x.com/LithiumIonBull Matt: https://x.com/matt_fernley Rodney: https://x.com/RodneyHooper13 Ben: https://x.com/benjihammond _________________________________________________ DISCLAIMER NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH. Howard, Matt, and Rodney are not financial advisors or broker-dealers. This video is provided for informational purposes only and should not be considered investment or financial advice. Please conduct 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

  5. 25 Aug

    Why Is The Market Undervaluing Argentine Brine Stocks?

    Are Argentinian lithium brine stocks significantly undervalued? In this episode of Rock Stock University, Matt Fernley explores the valuation gap between conventional lithium brine companies and recent industry takeovers, highlighting scarcity, scalability, low operating costs and Argentina’s improving investment environment. Discover why conventional lithium brine projects could be one of the most mispriced areas of the lithium market. Follow Matt Fernley: X/Twitter - https://x.com/matt_fernley LinkedIn - https://www.linkedin.com/in/matt-fernley-8a755a3/ Follow RK Equity: X/Twitter - https://x.com/RKEquityRocks LinkedIn - https://www.linkedin.com/company/rkequity/ ___ Chapters (00:00) Why Argentina’s Conventional Brine Stocks Look Mispriced (02:24) 1) Good Conventional Brine Projects Are Scarce (03:36) 2) Conventional Brines Can Scale to Meet Lithium Demand (04:47) 3) Conventional Brines Sit Low on the Cost Curve (05:50) 4) Argentina’s Investment Environment Is Improving Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs: https://rkequity.com/ Questions: rockstockchannel@rkequity.com Patreon: https://www.patreon.com/rockstockchannel Podcast   Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq Follow us on X (Twitter): Howard: https://x.com/LithiumIonBull Matt: https://x.com/matt_fernley Rodney: https://x.com/RodneyHooper13 Ben: https://x.com/benjihammond _________________________________________________ DISCLAIMER NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH. Howard, Matt, and Rodney are not financial advisors or broker-dealers. This video is provided for informational purposes only and should not be considered investment or financial advice. Please conduct 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

  6. 24 Aug

    Will Q2 Metals Cisco PEA Hit $4.7B NPV?

    Q2 Metals (TSXV: QTWO) CEO Alicia Milne and VP Exploration Sage McCallum join Rock Stock Channel (Matt and Howard) to discuss what investors should watch ahead of the upcoming Cisco PEA, including project scale, advanced metallurgy, infrastructure, resource conversion, current drilling and the path from PEA into feasibility. We also examine Canaccord’s shift from valuing Cisco as an exploration asset to a risked developer NPV framework, and what Q2 still needs to prove as Cisco advances toward development. Q2 Metals Corporate Presentation: https://q2metals.com/corporate-presentation-file Follow Q2 Metals: LinkedIn (Alicia Milne): https://www.linkedin.com/in/alicia-milne-145a7369/ LinkedIn (Sage McCallum): https://www.linkedin.com/in/sage-mccallum-56b16621/ X/Twitter (Company): https://x.com/Q2Metals ___ Chapters (00:00) Cisco’s Next Phase (01:46) Resource Growth Potential (02:52) What Must The PEA Prove? (04:48) Advanced Metallurgical Testing (06:38) Balancing Growth And Development (08:17) Path To Feasibility (09:45) Building The Development Team (11:33) Funding The Next Stage (12:40) Twelve-Month Outlook (13:50) $4.7B NPV Valuation? Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs: https://rkequity.com/ Questions: rockstockchannel@rkequity.com Patreon: https://www.patreon.com/rockstockchannel Podcast   Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq Follow us on X (Twitter): Howard: https://x.com/LithiumIonBull Matt: https://x.com/matt_fernley Rodney: https://x.com/RodneyHooper13 _________________________________________________ DISCLAIMER NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH. Howard, Matt, and Rodney are not financial advisors or broker-dealers. This video is provided for informational purposes only and should not be considered investment or financial advice. Please conduct 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

  7. 21 Aug

    Which Lithium Stocks Are The Most Mispriced?

    Mac Whale returns to Rock Stock Recap to discuss where he sees the best value in TSX-listed lithium stocks - and why lithium equities may still be mispricing the sector’s improving fundamentals. We cover Lithium Argentina, Patriot Battery Metals (PMET), Q2 Metals, Li-FT Power, Sigma Lithium and Lithium Ionic, along with the debate over EV/EBITDA vs NAV, Argentina brines, Quebec hard rock, lithium M&A and the growing gap between lithium prices and equity valuations. Mac also explains why supply constraints, higher producer demand forecasts and upcoming project catalysts could reshape the investment case. Explore our Patreon Membership: https://www.patreon.com/cw/rockstockchannel/membership Follow Mac Whale: LinkedIn - https://www.linkedin.com/in/macmurray-d-whale-2135b71/ ___ Chapters (00:00:00) SQM Signals a Tighter Lithium Market (00:04:15) Lithium Argentina Cash Flow Surprises (00:05:38) Why EV/EBITDA Misses Growth (00:13:01) Lithium Argentina’s Hidden Asset Value (00:19:29) Why Argentine Brines Stay Cheap (00:22:53) Volatility Keeps Lithium Buyers Sidelined (00:32:04) Supply Constraints Drive Lithium M&A (00:36:54) Quebec Lithium Still Trades Cheap (00:45:53) LIFT, Q2 And PMET Valuation Gap (00:55:43) Cesium Could Revalue PMET (01:02:11) Brazil Lithium Faces Permitting Risk (01:07:11) Lithium Africa Offers Drill-Bit Optionality (01:14:33) Equities Price In Much Lower Lithium (01:18:50) Research And Membership Details Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs: https://rkequity.com/ Questions: rockstockchannel@rkequity.com Patreon: https://www.patreon.com/rockstockchannel Podcast   Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq Follow us on X (Twitter): Howard: https://x.com/LithiumIonBull Matt: https://x.com/matt_fernley Rodney: https://x.com/RodneyHooper13 Ben: https://x.com/benjihammond _________________________________________________ DISCLAIMER NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH. Howard, Matt, and Rodney are not financial advisors or broker-dealers. This video is provided for informational purposes only and should not be considered investment or financial advice. Please conduct 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

  8. 20 Aug

    “We Did It Our Way” - First Phosphate Lists on Nasdaq

    First Phosphate (CSE/NASDAQ: PHOS) CEO John Passalacqua joins Howard Klein to discuss the company’s Nasdaq milestone, its self-sponsored Level II ADR listing under ticker PHOS, and the entrepreneurial path behind raising $80 million without a traditional investment bank. The conversation covers First Phosphate’s ownership culture, insider alignment, access to US investors, capital runway, and the growing opportunity around igneous phosphate for LFP batteries. Howard and John also reflect on the Nasdaq opening bell, shareholder support, and why this ADR route could offer a new model for Canadian critical minerals companies seeking US market access. PHOS Presentation: https://firstphosphate.com/FirstPhosphateDeck_english.pdf Follow First Phosphate: LinkedIn (John Passalacqua) - https://www.linkedin.com/in/john-passalacqua-964092257/ LinkedIn (Company) - https://www.linkedin.com/company/first-phosphate/ X/Twitter (Company) - https://x.com/FirstPhosphate ___ Chapters (00:00) Nasdaq Milestone (03:43) Ringing The Bell (07:44) Financing Their Own Way (10:44) Ownership And Investor Trust (12:52) The Nasdaq ADR Strategy (16:10) Expanding US Investor Access (18:05) Capital Runway And Growth (22:09) Phosphate Investment Opportunity (24:57) Gary Stanley (31:08) Bela Onken (34:51) Laurence Zeifman Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs: https://rkequity.com/ Questions: rockstockchannel@rkequity.com Patreon: https://www.patreon.com/rockstockchannel Podcast   Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq Follow us on X (Twitter): Howard: https://x.com/LithiumIonBull Matt: https://x.com/matt_fernley Rodney: https://x.com/RodneyHooper13 Ben: https://x.com/benjihammond _________________________________________________ DISCLAIMER NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH. Howard, Matt, and Rodney are not financial advisors or broker-dealers. This video is provided for informational purposes only and should not be considered investment or financial advice. Please conduct 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

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About

The Age of Electricity is creating enormous opportunities in the critical minerals investment thematic. Howard, Rodney and Matt provide in-depth discussions with major developers and analysts covering lithium battery metals, rare earths, and many other specialty commodities.

Information

  • Creator
    rockstockchannel
  • Years Active
    2019 - 2026
  • Episodes
    100
  • Rating
    Clean
  • Copyright
    © Copyright 2025 All rights reserved.
  • Show Website
    Rock Stock Channel

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