Mac’ Whale’s Top TSX Lithium Picks

Mac’ Whale’s Top TSX Lithium Picks

Author: rockstockchannel May 9, 2026 Duration: 1:12:54
In this Rock Stock Recap with Mac Whale, Howard Klein and Matt Fernley they discuss Lithium stocks, Atlantic Lithium, Quebec developers, Sigma Lithium, Lithium Africa, Lithium Ionic, and Thacker Pass. The discussion covers the Atlantic Lithium takeover bid, the Quebec valuation gap, Q2 vs PMET, Brazil and Africa lithium opportunities, and how BESS, EV demand, and lithium processing could shape the next phase of the market. Explore our Patreon Offerings: https://www.patreon.com/cw/rockstockchannel/membership Chapters (00:00:00) Lithium Market Setup(00:06:36) Atlantic Lithium Bid(00:14:29) Counterbid Scenarios(00:24:34) Quebec Valuation Gap(00:39:58) Brazil Producer Outlook(00:45:59) Lithium Africa Potential(00:51:40) Lithium Argentina Growth(00:58:47) Sedimentary Lithium Outlook(01:05:32) DLE Progress Debate(01:10:17) Li-FT/Winsome Merger 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/id1457969172Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq Follow us on X (Twitter):Howard: https://x.com/LithiumIonBullMatt: https://x.com/matt_fernleyRodney: 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

Tune into Rock Stock Channel for a clear-eyed look at the investment landscape being reshaped by our electrified future. Hosts Howard, Rodney, and Matt steer conversations away from surface-level hype, focusing instead on the foundational materials that make this transition possible. Each episode connects you directly with the people on the ground-major project developers and seasoned analysts-who break down the realities and complexities of sourcing critical minerals. Their in-depth discussions delve into the markets for lithium, battery metals, and rare earths, while also exploring a wider range of specialty commodities essential to modern technology. This isn't about fleeting stock tips; it's about understanding the entire supply chain, from geological challenges to geopolitical factors, that defines the critical minerals thematic. For anyone interested in the tangible business of building a sustainable economy, this podcast offers essential context and expert insight you won't find in mainstream financial commentary. Listen to Rock Stock Channel to ground your perspective in the expertise of those defining the new resource economy.
Author: Language: English Episodes: 100

Rock Stock Channel
Podcast Episodes
China Looks Short Lithium Again. Go Long? (Paul Lusty) [not-audio_url] [/not-audio_url]

Duration: 59:44
Paul Lusty, Head of Battery Raw Materials Research at Fastmarkets, breaks down what he heard at the Shanghai Battery Raw Materials Conference and what it means for lithium, battery storage, and the broader battery materi…
Sigma Lithium’s Low-Cost Advantage Is Hard to Ignore (Ana Cabral) [not-audio_url] [/not-audio_url]

Duration: 23:14
Ana Cabral, CEO of Sigma Lithium (Nasdaq: SGML), breaks down Sigma Lithium’s latest results, cash flow strength, owner-operated mining strategy, production growth, cost advantages, and lithium market outlook. This interv…
First Phosphate: $17M Grant, Drill Results, Feasibility Next [not-audio_url] [/not-audio_url]

Duration: 21:41
John Passalacqua, CEO of First Phosphate, discusses the latest drilling results, project progress, and the growing importance of phosphate in the lithium iron phosphate (LFP) battery supply chain. With LFP batteries rapi…
Lithium Deals & Supply Crunch, Commodity Shock, Q2 Metals Update [not-audio_url] [/not-audio_url]

Duration: 56:14
Iran War shocks commodities—lithium deals surge while supply risks grow.Is stagflation coming? Oil, sulfur, and EV supply chains explained. In this Rock Stock Recap, Howard Klein, Matt Fernley and Rodney Hooper break dow…
America’s Lithium. Lithium Americas' Jon Evans [not-audio_url] [/not-audio_url]

Duration: 1:07:58
Jonathan Evans, CEO of Lithium Americas, discusses the development of Thacker Pass — one of the most significant lithium projects under construction in North America. Howard Klein and Jonathan walk through the economics,…
Sulfur Supply Risk, Aluminum/Bauxite Outlook, China Five-Year Plan [not-audio_url] [/not-audio_url]

Duration: 46:20
Rock Stock Recap breaks down the biggest market-moving trends in critical minerals, battery materials, and global supply chains. In this episode, Howard Klein, Matt Fernley, and Rodney Hooper discuss how the Iran war and…