Howard Klein #02 - The Mysteries of Lithium Clay. Which Companies Can Solve it?

In this clip, we talk with Howard Klein, Lithium market commentator and Founder & Partner of RK Equity Advisors, Writer of Lithium-ion Bull and Host of Lithium-ion Rocks!

From the main interview: https://youtu.be/6ZFyqau3xeg (September 4th 2020)

"I've represented both of those companies. I don't represent either of them now, but very familiar with them. There was a thought that Ganfeng being partnered with Lithium Americas in Argentina and also invested at the parent level at Lithium Americas, I went to Lithium Americas site visit when they announced their Pre-feasibility Study in 2018. And at that point, they were advertising how Ganfeng had tested their clay material and it looked like Ganfeng was going to be partnered with Lithium Americas. But then Trump's trade war last year and all things, China, Strategic Minerals, et cetera, made that kind of untenable. I think Ganfeng’s taste of clay with Lithium Americas, but then their realisation that they couldn't do a deal with the Americans attracted them to Bacanora. They did a deal with Bacanora and they got a very good valuation because their valuation is very low."

Company Page: https://www.libull.com/

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