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
Has Lithium America's MP Moment Arrived? [not-audio_url] [/not-audio_url]

Duration: 17:05
Lithium Americas: Could This Be Their "MP Materials Moment"? Howard and Matt break down the latest news on Lithium Americas (LAC), which is up over 100% on speculation that the U.S. government (DOE Loan) may take an equi…
Direct Commodity Exposure vs. Mining Stocks | USCF’s John Love [not-audio_url] [/not-audio_url]

Duration: 36:09
In this episode, we sit down with John Love, CEO of USCF Investments, the newest sponsor of Rock Stock Channel, to explore how investors can use commodity ETFs to diversify their portfolios and gain direct exposure to ke…
SoLId Growth? REEinvesTIng in miNIng w/ The Metals Company & LIRC [not-audio_url] [/not-audio_url]

Duration: 1:01:56
In this episode, we broadcast from Rockefeller Center and dig into three areas retail investors are asking about: rare earths valuation, titanium & advanced manufacturing (IperionX: IPX), and lithium market volatility—wi…
Lithium & Rare Earths LIVE DISCUSSION | X Spaces [not-audio_url] [/not-audio_url]

Duration: 2:19:29
We are redistributing over latest discussion on X Spaces as a Rock Stock Channel episode, sharing where we think we are in the lithium & rare earths cycle, what’s changed, and how we’re positioning as RK Equity for a pot…
Rock Stock Recap: What Really Matters Next for Lithium Prices [not-audio_url] [/not-audio_url]

Duration: 48:40
Lithium Market Reset? August Scoreboard, Price Drivers & Developers To Watch (with Howard, Rodney & Matt) After a bullish summer for mining equities, we break down the August 31 lithium scoreboard, the bounce in chemical…
Lithium Refining Meets Silver Recycling | Lithium Universe Iggy Tan [not-audio_url] [/not-audio_url]

Duration: 24:48
Howard and Rodney return with another Rock Stock Channel update, speaking with Lithium Universe (ASX: LU7) Chairman Iggy Tan. In this interview, we cover the company’s evolving strategy as it balances long-term lithium a…
Inside Look Into The Metals Company Strategy Day [not-audio_url] [/not-audio_url]

Duration: 47:52
In this episode, I attended The Metals Company Strategy Day to gain a first-hand look at the company’s progress, leadership, and investor perspectives. Over the course of the event, I heard from a diverse group of board…
$TMC $23.6B NPV! World’s First Nodule Reserves | Craig Shesky [not-audio_url] [/not-audio_url]

Duration: 26:45
In this episode, Rodney and I sit down with Craig Shesky, CFO of The Metals Company (TMC), to unpack the key takeaways from TMC’s recent Nasdaq Strategy Day, the release of its first-ever nodule reserves, and the detaile…