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E92: Rising Up. Arcadium Lithium’s Paul Graves

  Рет қаралды 7,901

Rock Stock Channel

Rock Stock Channel

Күн бұрын

Пікірлер: 51
@tec3583
@tec3583 5 ай бұрын
This is a great interview.. possibly the best CEO interview of any lithium company to date. Well done gentlemen.
@RockStockChannel
@RockStockChannel 5 ай бұрын
THANK YOU. We put a lot of effort into it and Paul was generous with his time and answers
@jasonwidegren3211
@jasonwidegren3211 5 ай бұрын
This interview blew my mind on multiple occasions. I’ll be listening to this one more than once.
@RockStockChannel
@RockStockChannel 5 ай бұрын
🔥glad you like it!
@fabxr
@fabxr 5 ай бұрын
Fantastic. As a retail shareholder (from Germany) of Livent and now Arcadium I have to thank you for the interview. It's a rare opportunity to get that good in dept information from a CEO.
@RockStockChannel
@RockStockChannel 5 ай бұрын
Appreciate the comment! He was generous with his time and answering all our questions. Hope to do it again in another 6 months or so!
@tonykenworthy4761
@tonykenworthy4761 5 ай бұрын
Your best presentation to date, not only from your guest input but also your research and articulation. Well done
@RockStockChannel
@RockStockChannel 5 ай бұрын
THANK YOU
@vtdave73
@vtdave73 5 ай бұрын
Awesome interview, way more informative than the earnings calls. Appreciate y'all asking all the detailed questions about Arcadium.
@RockStockChannel
@RockStockChannel 5 ай бұрын
Thanks for the comment. We prepared a lot for this one!
@marcprinzbarprinzbar5918
@marcprinzbarprinzbar5918 5 ай бұрын
Mr Graves comes across as very professional, competent, credible and very environmentally aware in his statements.
@leathallee2047
@leathallee2047 5 ай бұрын
Great works guys ! Awesome content and interview. Gday from Australia!
@RockStockChannel
@RockStockChannel 5 ай бұрын
Thanks. Appreciate the comment.
@maladaptedmalarkey
@maladaptedmalarkey 5 ай бұрын
Nothing anyone hasn’t already said. Excellent interview. Excellent guest.
@RockStockChannel
@RockStockChannel 5 ай бұрын
Thanks
@wildernesscapes
@wildernesscapes 5 ай бұрын
very knowledgeable about the industry - I like that. I'll be investing in ALTM as a result of this interview.
@RockStockChannel
@RockStockChannel 5 ай бұрын
Glad you liked it. Best of luck!
@creativeproducer9035
@creativeproducer9035 5 ай бұрын
Excellent interview. So many insights. You guys did a great job - much appreciated. Paul comes across very open and straight up in his responses. Nice to see as a long term gxy, ore and lthm holder now all rolled into the one boat that he’s steering :)
@RockStockChannel
@RockStockChannel 5 ай бұрын
thanks. Appreciate the comment
@bcdinvestmentgroupinc4788
@bcdinvestmentgroupinc4788 6 күн бұрын
Excellent interview. A LOT OF INFORMATION. Imma have to watch this twice.
@rastafarianratrace
@rastafarianratrace 5 ай бұрын
Just when I thought I’d learnt a lot about the industry…. 🤯
@RockStockChannel
@RockStockChannel 5 ай бұрын
Paul has a lot of great knowledge to share
@gabrielasuarez524
@gabrielasuarez524 5 ай бұрын
Saludos desde Argentina, desde Jujuy provincia donde se encuentra la planta del litio. Una de las mejores entrevistas que he visto. Los felicito!!!! Mi esposo trabaja para la Arcadium. Saludos a todos!! Éxitos 😊
@RockStockChannel
@RockStockChannel 5 ай бұрын
Gracias
@marcprinzbarprinzbar5918
@marcprinzbarprinzbar5918 5 ай бұрын
Competent and credible😏 "If Glencore could find someone to convert this chloride product into carbonate, they would be very, very grateful..." Reminder: Glencore invested last year in a 400 million deal with Eramet Centenario-Ratones Lithium Project in Argentina.
@peterjohn5834
@peterjohn5834 4 ай бұрын
The second time I listened to this interview I got a lot more out of it. The disparity between capital investment of a lithium hydroxide refinery in China to the US should really be ringing alarm bells. However, the real demand is for Lithium Iron Phosphate batteries LFP. Why muck about if you claim you have the expertise then build a refinery to convert the lithium chloride to lithium carbonate. This is what Vulcan must achieve in Germany else there is no lithium carbonate being produced in Europe. Too many unanswered questions in the entire supply chain and again I go back to Albemarle and conclude they are really dragging the chain. Too many vested interests in maintaining the $2 trillion US/Canada Oil and Gas Industry is hurting the development of green technologies. Thanks for the great questions in the interview.
@RockStockChannel
@RockStockChannel 4 ай бұрын
Thanks for your comments p
@kevinwarner9415
@kevinwarner9415 5 ай бұрын
Phenomenal interview! Can Rock Stock do a similar interview with SQM?
@RockStockChannel
@RockStockChannel 5 ай бұрын
Thanks. Maybe! We may reach out
@marcprinzbarprinzbar5918
@marcprinzbarprinzbar5918 5 ай бұрын
Credible and serious😇 Mr. Graves: Is it correct that an investigation by the Argentine customs authority found that Livent caused a loss of 8 million US dollars in export duties between 2018 and 2019 (Paul Graves CEO since 01 May 2018) and was fined 6.7 billion pesos for this reason?
@marcprinzbarprinzbar5918
@marcprinzbarprinzbar5918 5 ай бұрын
Environmentally conscious, competent and brilliantly logical🤔 Is in „Guemes“(100 km away) more water available where it is converted to carbonate?
@moer5432
@moer5432 3 ай бұрын
🔥🔥💰
@marcprinzbarprinzbar5918
@marcprinzbarprinzbar5918 5 ай бұрын
Environmentally conscious and competent🤭 In any pond project, including a hybrid solution, virtually all the brine has evaporated and therefore cannot be re-injected. Reminder: Arcadium uses at Fenix-project a hybrid process consisting of pre-concentration in evaporation ponds and subsequent injection into an absorption DLE system.
@vtdave73
@vtdave73 5 ай бұрын
Imo eventually LFP cells will be made in US and milei will get FTA with US. If those 2 things happen, i can see why Arcadium would focus on hard rock conversion in quebec rather than expanding NC conversion right now. Could then sell Argentina carbonate directly and use hard rock for hydroxide.
@RockStockChannel
@RockStockChannel 5 ай бұрын
Good points.
@marcprinzbarprinzbar5918
@marcprinzbarprinzbar5918 5 ай бұрын
Environmentally conscious and competent😂 Arcadium uses at Fenix-project a hybrid process consisting of pre-concentration in evaporation ponds and subsequent injection into an absorption DLE system. Mister Graves: The following question may be asked: How much fresh water is required in the DLE process from Arcadium to produce lithium carbonate from chloride? Much more or less than in chloride production?
@marcprinzbarprinzbar5918
@marcprinzbarprinzbar5918 5 ай бұрын
competent🙃 Quote: „ Its basically salt water …“ This opinion is probably pretty exclusive
@mr.e9778
@mr.e9778 5 ай бұрын
The fact the a company is sponsoring others to advertise their stock if a major red flag. Good interview tho.
@RockStockChannel
@RockStockChannel 5 ай бұрын
Who is Arcadium sponsoring? Not us!
@raceyamates5435
@raceyamates5435 5 ай бұрын
humm Questionable approach..... Stable earnings = hasn't got Livent anywhere (SP less than Listing). Paul needs to do something different to what he has always done. lucky they picked up Alkem dirt cheap!
@RockStockChannel
@RockStockChannel 5 ай бұрын
The merger makes sense. The valuation was fair IMO - consider how mt Cattlin earnings have deteriorated. He now has new board with many aussies who are more entrepreneurial than Paul has been to date, so I expect you’ll see a bit more risk taking. He commented that legacy Livent approach protect downside in down markets, Allkem offers uoside in higher priced environments. Let’s see. I’m hopeful next 3-5 years Arcadium outperforms relative to last 5 years underperformance
@raceyamates5435
@raceyamates5435 5 ай бұрын
@@RockStockChannel Board - That's good to hear. Overall great interview Howard and its valuable for me as a shareholder to hear Paul speak in depth. They have good assets and if managed well should be able to outperform their piers. James Bay was a gem in my view and undervalued in the merger.
@RockStockChannel
@RockStockChannel 5 ай бұрын
@@raceyamates5435 agree on James bay for sure. Was surprised how low this was valued by kroll relative to Nemaska
@marcprinzbarprinzbar5918
@marcprinzbarprinzbar5918 5 ай бұрын
very professional he discredits the strategy of named competitors with flimsy arguments
@marcprinzbarprinzbar5918
@marcprinzbarprinzbar5918 5 ай бұрын
Competent and credible🤓 "If Glencore could find someone to convert this chloride product into carbonate, they would be very, very grateful. Mariana project: Ganfeng Lithium’s chloride plant, the salt field facility, will produce 20,000 tons of lithium chloride annually. Arena Minerals and JV partner Ganfeng are developing the Sal de La Puna project in Argentina. The brine project envisages the production of >30 % lithium chloride (LiCl) directly from evaporation ponds transport to Lithium Argentina at Salar de Cauchari
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