James Connor and Joe Lowry - Where is the Lithium Price Going

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  • Опубліковано 5 лис 2024

КОМЕНТАРІ • 53

  • @shivibhatia1613
    @shivibhatia1613 11 місяців тому +3

    This is one of the best interviews and conversation I have heard in my years. Fantastic 🎉

    • @BloorStreetCapital
      @BloorStreetCapital  10 місяців тому

      Thanks for the positive comment and for taking the time to view our content!

  • @rebreaville9332
    @rebreaville9332 Рік тому +8

    Joe Lowry is fantastic.

    • @BloorStreetCapital
      @BloorStreetCapital  Рік тому +1

      Thanks for the comment and for taking the time to view our content!

  • @gregmccain343
    @gregmccain343 Рік тому +5

    Another great interview - thank you.

    • @BloorStreetCapital
      @BloorStreetCapital  Рік тому

      Thanks for the comment Greg and for taking the time to view our content!

  • @DeadEyeBeaky
    @DeadEyeBeaky Рік тому +14

    #PREM - Premier African Minerals. London listed. Has an MCAP of ~£100m, about to produce Spodumene @ 6.5% grade with an offtake agreement on a Spodumene / Lithium Hydroxide profit share. Prem has an expansive resource with an enormous EPO, as well as a 50% ownership of a project in Mutare with LI3 - Canada listed.
    Very exciting and undervalued prospect going forward into 2024.

    • @justinclark7883
      @justinclark7883 Рік тому +2

      You beat me to it! AIM’s biggest success story in mining. Huge reserves of Lithium and above 6% as reported.

    • @darrenandrews7595
      @darrenandrews7595 10 місяців тому

      Weren't PREM meant to be producing February 2023?

  • @johnkozak8721
    @johnkozak8721 Рік тому +3

    Thanks James and Joe!

    • @BloorStreetCapital
      @BloorStreetCapital  Рік тому

      Thanks for the comment John and for taking the time to view our content!

  • @renewableinvesments6826
    @renewableinvesments6826 Рік тому +5

    All about clean energy and lithium is a critical component in meeting that objective.

    • @BloorStreetCapital
      @BloorStreetCapital  Рік тому

      Thanks for the comment and for taking the time to view our content!

  • @michaelwoertman2855
    @michaelwoertman2855 Рік тому +6

    I love how he plugs LAC, he just calls em as he sees em.

    • @BloorStreetCapital
      @BloorStreetCapital  Рік тому +1

      Thanks for the comment Michael and for taking the time to view our content!

    • @caladr9367
      @caladr9367 Рік тому +1

      Well he gets $$ from them, so obviously he has only good things to say about them.

    • @gerardhaus8150
      @gerardhaus8150 11 місяців тому

      @@caladr9367🤥

  • @ElenaMarianaa
    @ElenaMarianaa 11 місяців тому +1

    Awesome breakdown! 🚀Heard Fuse Minerals is making waves with lithium in their Aussie projects. Any chance you could share your insights on them in an upcoming video?

  • @frankcoffey
    @frankcoffey Рік тому +1

    It's not just Lithium. Any material used to make batteries will continue to be under pressure. Everyone is working on making batteries using any type of material what will work. Even if some of those are not good for making cars they can be used in grid storage and other applications that will reduce the demand for Lithium and other materials in "todays" batteries. Also, as ICE is phased out materials used to make catalytic converter will start to drop.

    • @damatricrayton8942
      @damatricrayton8942 Рік тому +1

      So do you think lithium is a good investment now Warren Buffet has has invested in lithium facilities

    • @BloorStreetCapital
      @BloorStreetCapital  Рік тому +1

      @@damatricrayton8942 thanks for the comment and thanks for sharing that! I was not aware.

    • @BloorStreetCapital
      @BloorStreetCapital  Рік тому +1

      Thanks for the comment Frank and for taking the time to view our content! We are certainty experiencing a pullback in battery metals.

  • @kenyacasey2369
    @kenyacasey2369 10 місяців тому +1

    LTUM - Lithium Corporation
    Their stock has been less than $1 dollar for over 6 months
    How can a stock under $1 dollar still be listed on a major exchange like Nasdaq

    • @BloorStreetCapital
      @BloorStreetCapital  10 місяців тому

      Thanks for the comment and for taking the time to view our content! I believe there are listing requirements and if not rectified within a certain time period the stock is removed.

    • @kenyacasey2369
      @kenyacasey2369 10 місяців тому

      @@BloorStreetCapital I just found out today it is OTC stock. , I bought it on the MooMoo Brokerage account. I didn’t know they were selling some OTC stocks as well, I thought everything listed was on Nasdaq stock market or NYSE

    • @AmateurInvestments
      @AmateurInvestments 17 днів тому

      $3.15

  • @herbertvonsauerkrautunterh2513

    What's the problem? Any price above costs is great..

    • @BloorStreetCapital
      @BloorStreetCapital  Рік тому +1

      Thanks for the comment Herbert and for taking the time to view our content!

  • @vicpetrovich6266
    @vicpetrovich6266 11 місяців тому +1

    There is under supply , there is oversupply ! Everyone is saying whatever they want yet no one is giving transparent figures and referring to primary sources of information . Who talks about actual amount of inventory held by the Chinese ? The mechanism by which the the Chinese buy and supplement their inventory . Is it a state secrete ? No one !

    • @BloorStreetCapital
      @BloorStreetCapital  11 місяців тому +1

      Thanks for the comment Vic and for taking the time to view our content! You make some very valid points. Many price forecasters made some very bullish projections in the past year but what they found out they were very wrong. The exception was Goldman Sachs, they were very negative last year as the price hit $80k. When it comes to the Chinese no one knows and know one will ever know and this is one of the problems with predicting lithium pricing.

    • @vicpetrovich6266
      @vicpetrovich6266 11 місяців тому

      Thanks for the Reply. I would suggest if someone actually did some forensic figures - how much was sold and to whom and how much has gone into batteries then we may be able to get a really rough assessment of remaining inventory . No one seems to want to do the work . I still enjoy watching and listening to your channel but wish some consultants could be more factual and busy getting some real stats.

  • @MrKlipstar
    @MrKlipstar 11 місяців тому

    We 🇵🇹 must view the Lithium as vital mineral,it need some State control,nationalization and stocking reserves. 🕳️

  • @jimallen833
    @jimallen833 Рік тому +2

    Can't believe ALB invested $100 mill into PMET

    • @BloorStreetCapital
      @BloorStreetCapital  Рік тому

      Thanks for the comment Jim and for taking the time to view our content! It is interesting to see the amount of investment in battery metals from both OEMs and producers.

  • @paulfitz6614
    @paulfitz6614 Рік тому +10

    I hate how he always plugs Lithium Americas. Every damn time, he's like a walking advertisement. I hope they pay him well.

  • @baibamennika4480
    @baibamennika4480 Рік тому +2

    Since I have personal experience, a lot dirty and selfish people work in PPP ...they just say that they care..but in reality they are universal" yes sir! " robots working for money owners

  • @SurfMyLife1
    @SurfMyLife1 Рік тому +1

    WC8!! 💪💪💪🚀

    • @BloorStreetCapital
      @BloorStreetCapital  Рік тому

      Thanks for the comment and for taking the time to view our content!

  • @TurboYachtClub
    @TurboYachtClub Рік тому +1

    How is value destroyed as people get gold rush mentality?

    • @BloorStreetCapital
      @BloorStreetCapital  Рік тому +1

      Thanks for the comment and for taking the time to view our content. Amazing value in the sector with this pullback!

  • @dennist8646
    @dennist8646 9 місяців тому +1

    Easy for me to criticise in retrospect, but this hasn't aged well and shows poor judgement on part some of the commentators. From here, I think spot has some further bearishness and likely bottoms out $11.

  • @Cd1988B
    @Cd1988B Рік тому +1

    Lithium Global LLC FOunder THinks Lithium will pump, gotta love america

    • @BloorStreetCapital
      @BloorStreetCapital  Рік тому +1

      Thanks for the comment and for taking the time to view our content.

  • @jayconway3373
    @jayconway3373 10 місяців тому +3

    Refuses to own some rubbish calls he’s made over recent months.

    • @BloorStreetCapital
      @BloorStreetCapital  10 місяців тому

      Thanks for the comment Jay and for taking the time to view our content! This is what I love about UA-cam, once you say it you cant deny it!

  • @donpow4268
    @donpow4268 9 місяців тому +4

    Anyone else recognize that this guy is totally full of nonsense and is just invading the reality and blaming everyone else but the truth