If Tesla Buys Albemarle, it's Game Over

Could a stealth buy of Albemarle be a component of #ElonMusk Master Plan 3?

The balance of pricing power is now squarely with the producers of battery raw materials.

Lithium is potentially the single point of failure that could prevent #Tesla from meeting its 50%+ annual volume targets for its #ElectricVehicles over the course of this decade.

Index
0:00-1:00 Introduction
1:01-4:34 A recap of RK Equity’s investment narrative
4:35-7:44 Tesla’s master plan 3
7:45-14:35 Why Albemarle is a takeover target for Tesla
14:36-15:30 Could other commodity plays re-rate?
15:31 End

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DISCLAIMER

NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH

Welcome to Rock Stock Channel. Today we start a new series of individual short videos on raw materials companies that we think should benefit from the rising demand from electric vehicles, energy storage and other clean energy technologies.

Rodney Hooper, Howard Klein and RK Equity have been advisors to Frontier Lithium since 2021 and also have equity interests in Frontier. No payment has been paid in connection with the preparation of this video and all Rodney’s comments and research are his own independent opinions. Rodney and Howard are not financial advisors nor broker dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do your own independent research and read the disclaimer at the end of the video or on RK Equity’s website www.rkequity.com

Intro and outro audio credit: Jamie Klein

Видео If Tesla Buys Albemarle, it's Game Over канала Rock Stock Channel