Lithium-ion Bull

Blue Sky in Green Fields

Lithium-ion Bull™ is a periodic commentary about companies supplying lithium and other raw materials that will meet the disruptive demand from widespread adoption of Electric Vehicles

and Utility Storage.

ABOUT

Lithium-ion Bull™ and Lithium-ion Rocks!™ evolved from and complement Howard Klein and Rodney Hooper’s advisory, research, investment and investor outreach since 2009 on behalf of developers of lithium-ion battery raw material projects in North America, South America, Europe and Australia.

RODNEY HOOPER

@RodneyHooper13

In addition to co-hosting the Lithium-ion Rocks! podcast, Rodney regularly publishes articles and provides clients with advice about topics important to the lithium industry and specific company research.

 

As the industry evolves Rodney will look to utilize his 25+ years of derivative expertise to assist in the transformation of lithium raw material and chemical sales process away from private contracts and the spot market to an exchange-traded platform. 

VISION

The growth in the lithium specialty chemicals industry is accelerating -- 15-20%+ CAGR as far as the eye can see -- some 5-7 times as fast as GDP growth.

 

An unprecedented demand shock has caught the original “Big 3” lithium oligopolists off guard while two Chinese producers have quietly emerged as meaningful players. All are responding in force, in their own ways, through aggressive supply expansions, joint ventures, off-take partnerships and acquisitions.

 

As supply struggles to keep up, tight markets and elevated prices are expected to remain so for quite some time to incentivize new supply, ensuring high margins for existing producers and rich potential rewards from discovering, at an early stage, new low cost, high margin emerging lithium producers.

LITHIUM - ION ROCKS!

Lithium-ion Rocks!™ is a podcast from co-hosts Howard Klein and Rodney Hooper which augments and brings to life the pair's respective writings on LinkedIn and the Lithium-ion Bull blogletter.

 

Lithium-ion Rocks! focuses on fundamental equity analysis and includes interviews with C-suite executives, industry analysts and Wall Street investors.

LITHIUM-ION BULL

@LithiumIonBull

Authored by Howard Klein since 2017 from Paul Simon’s Forest Hills, Queens, the Lithium-ion Bull™ seeks to tell unique stories in unique ways about existing and aspiring lithium unique-orns.

 

Lithium-ion Bull narratives reflect real-time industry and company analysis seen through a Globalist prism formed from Michigan Wolverine Economics, post-Cold War Eastern Europe & Value Investing a la Columbia Business School.

 

Written from the Bull’s Lair man-cave, Lithium-ion Bull musings are also inspired by Who Are You, Gen-X mid-life crises, parenting teen and tween boys geographically proximate, but miles and miles and miles away from his own late 1980’s MTV teenage wasteland years in Long Island, NY.

 JANE AND GEORGE BATTERYPACK 

Lithium-ion Bull and Lithium-ion Rocks! see a Jetsons-like future and seek to share insights and build community with a fast-growing global audience of like-minded, self-directed “Jane & George Battery Pack™” stock pickers capable of doing their own research; long-term investors who have identified, at an early stage, an exciting thematic rich with Growth, Value and Public Venture Capital investment propositions.

LINKS
CONTACT
SOCIAL MEDIA

libull.com

hklein@rkequity.com

RK Equity Advisors

1345 Avenue of the Americas 

New York, NY 10105-0302

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© 2020 by RK EQUITY AND LIBULL

Lithium-ion Bull (Forest Hills) is a periodic publication, written through my advisory firm RK Equity Advisors, LLC. In this and other Lithium-ion Bulls and the podcast Lithium-ion Rocks! I often share some rationale for a stock in which I have some conviction – for or against – and may own directly in my own retirement or taxable accounts. If you agree or disagree with and act on or against the rationale of anything written in this or any other Lithium-ion Bull or Lithium-ion Rocks! podcast, that is your free choice. But to be clear, the opinionated commentary you’re reading is not investment advice, nor recommendation and may not be unbiased. I am not a registered investment advisor nor broker-dealer.  I may act, or may have acted in the past, as a financial advisor, or capital raiser for certain of the companies mentioned herein and may receive, or may have received, remuneration for services from those companies. I, RK Equity as well as their respective partners, directors, shareholders, and employees may make purchases and/or sales of securities mentioned here-in from time to time, subject, of course, to restricted periods in which we may possess material, non-public information. As of July 2, 2020, RK Equity or its principals own securities in Mineral Resources, Piedmont Lithium, E3 Metals Corp, Albermarle, Livent, Lithium Power International and have or have had over the past 48 months fee-paying advisory assignments with Western Lithium/Lithium Americas, CleanTeq, Millennial Lithium, Altura Mining, E3 Metals Corp, NeoMetals, ioneer, Kidman Resources, Camino Corp, Nemaska, Bacanora, Lithium Power International and Piedmont Lithium. The information contained herein is not financial advice and whether in part or in its entirety, neither constitutes an offer nor makes any recommendation to buy or sell any securities.