user avatar
Howard Klein
@LithiumIonBull
Analysis & financial commentary on materials powering the Age of Elecricity. Not Advice. DYOR. youtube.com/@rockstockchan…
Forest Hills, NY
Joined September 2017
  • Pinned
    user avatar
    🔥 New policy idea for U.S. lithium security: The Strategic Lithium Reserve — a modern SPR for the lithium age. China controls ~70–75% of chemical conversion. Lithium prices have swung 10–15× in two cycles. Western projects struggle to reach FID under this volatility. Full
    00:00
  • user avatar
    Bull’s Lair, June 2, 2022 The beginning of a new beginning. Thank you to everyone in the Lithium battery metals community who has reached out with messages, calls and visits. My family greatly appreciates your support.
  • user avatar
    My, my, #Lithium must really be a buy... Perennial bears @MorganStanley sees upside risk to their 2H 2023 price forecasts...
  • user avatar
    Macquarie says "buy the dip" in #lithium. Mr. Market overly bearish, pricing in $1,500/t spod & $18,000/t LCE. Summary highlights reference $PLL $PMT $PLS #GL1 $AKE $MIN $IGO Table flags several names with 100% upside Not advice. DYOR
  • user avatar
    Catch E3 Metals on the most recent episode of Rock Stock Channel where CEO, @ChrisJdoornbos, discusses updates on some recent milestones including our PEA, DLE technology, the size and contents of the Leduc reservoir, and how to scale production. youtu.be/ELDDUnPlHms
  • user avatar
    #SpodumeneSoftware ⁦@PilbaraMinerals⁩ SOLD for $8,575! (SC6-equiv) Up $850, 10%+ from last auction. Mr Market/Credit Suisse spooked by speculation in Wuxi *futures* likely will take note of *real time* BMX reality that #lithium 🐂 remains #StrongerForLonger
  • user avatar
    PREDICTION: Very soon investment banks who have been the most credible commentators/biggest capital raisers in #lithium (ie, NOT Goldman/Morgan Stanley) will publish industry updates w/ new price decks reflecting #strongerforlonger👉earnings upgrades/higher stock price targets
  • user avatar
    Some bigger questions: why is @elonmusk not using $TSLA's $21B+ cash pile to opportunistically make on market purchases & bid for its largest & most important #lithium supplier @AlbemarleCorp, currently trading at near 52-week lows, in a similar way that $ALB is currently seeking
    Replying to @garyblack00
    Bigger question: Why are there no purchases by $TSLA Board members? They could have bought after trading window reopened on 1/27/2023 but TSLA was already in the $170s. It could be same reason $TSLA isn’t buying back stock despite $21B+ cash earning 4% ROI (recession fears, etc).
  • user avatar
    This just in... New, upgraded lithium price deck & stock price targets from top research team & leading equity raiser #CanaccordGenuity ~100%+ upside to new targets for $LLL.AX $GLN.AX $LPI.AX $VUL.AX $PLL $FL.V #strongerforlonger #Lithium 🐂 Not advice. DYOR👇
    Is Macquarie reading my tweets? New forecasts for '23, '24, '25, '26, '27: #Carbonate ($kt) 56, 51, 46, 36, 25 #Hydroxide ($kt) 60, 58, 50, 39.5, 27.5 #Spodumene ($t) 4,525, 4,200, 3,525, 2,725, 1,850 #strongerforlonger #lithium 🐂
  • user avatar
    Congratulations @elonmusk & @PLLKeith working together to achieve @Tesla and @PiedmontLithium joint mission to accelerate the world's transition to sustainable energy. Looking forward to first SC6 deliveries as soon as 22 months from now. $TSLA $PLL #Lithium #HydroxideSurge
  • user avatar
    $7,000+ SC6 ⁦@PilbaraMinerals⁩ ‘Unprecedented demand’ #spodumene #lithium 🐂
  • user avatar
  • user avatar
    Going once, going twice, going three times… Sold to the highest bidder: $7,700 SC6 equivalent #SpodumeneSoftware #lithium 🐂 $PLS.AX
  • user avatar
    If you own your own rock, you're God 👍 @LiontownRes publicizing this Indicative Proposal, catalyzing short squeeze in #lithium equities. 👍to reject a $2.50 all-time #HigherLove bid. Was it just price? Or conditionality? Was $2.50 bid all cash or cash + $ALB shares? $LTR.AX