Lithium Equity Intelligence


RK Equity Advisors is a leading proprietary research and capital markets advisory firm focused on the lithium-ion battery materials supply chain.

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About

About Us

RK Equity produces research and analysis about the lithium-ion battery and technology metals supply chain and advises a variety of corporates and selected investors.

  • Content Creation

    Howard Klein has published the Lithium-ion Bull newsletter since 2016, which includes monthly RK Equity Scoreboards for lithium, nickel and graphite. Rodney Hooper posts regular commentary on supply/demand and pricing in addition to select research and fair value estimates for individual companies.

    This written commentary is emailed directly to over 7,500 subscribers and is also available through Howard and Rodney’s LinkedIn and Twitter posts as well as this website.

  • Analyst & Company Interviews

    RK Equity hosts analyst and company interviews and provides other proprietary insights through Rock Stock Channel on YouTube which is also distributed as the audio podcast Lithium Ion Rocks! through Apple podcasts, Spotify and all other major platforms. We reach viewers and subscribers in over 50 countries across North and South America, Europe, Australasia and Africa.

    Much of RK Equity’s content is available for free. For exclusive content, including early access and extended video cuts, as well as direct access to Howard and Rodney by phone, please join us via Patreon at the highest tier.

  • Advisory Services

    RK Equity provides bespoke capital markets and strategic advice to select battery metals developers and producers as well as institutional investors.

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Rock Stock Channel

We are trusted by our audience to bring exposure to and provide relevant
information about opportunities within the battery metals thematic.

Could a stealth buy of Albemarle be a component of
Elon Musk's Master Plan 3?

Albemarle

Critical Elements Lithium (TSX.V: CRE, OTC: CRECF)... market cap
of ~USD225M is a significant discount to its peers.

How does a team from Sayona and Piedmont work together
to revive a North America Lithium mine?

Hyperion Metals (ASX: HYM) titanium resources and technology...
could potentially disrupt the USD300B stainless steel and aluminum markets.

In the first of a new series about under-the-radar, under-appreciated
lithium assets, Howard Klein profiles AMG Lithium - a high growth... producer.

USA government has turbo-charged the already strong tailwind behind
the EV Battery investment thematic. Big money is coming to battery metals projects...

Pilbara's new Managing Director Dale Henderson discusses record cash generation,
path to 1M ton spoduemene production... as well as broader market and corporate strategy.

Matt Fernley of Battery Materials Review and The Volta Hedge fund shares his analysis pointing toward $5,000 spodumene and $60,000 lithium carbonate prices...

Joe Lowry talks with Rodney Hooper and Howard Klein about high prices for some lithium developers, and recent off-take agreements... while speculating on which major and minor producers might get acquired.

Simon Moores joins Rodney & Howard following record conference attendance at GIGA USA ... to discuss lithium, nickel, graphite... and the increased checks being written by US government agencies and big EV OEMs.

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ARTICLES

Articles and Publications

Howard Klein and Rodney Hooper regularly author insightful pieces about the state of Lithium, current happenings and future forecasts. These are available to be viewed by year below.

  • Howard regularly produces a newsletter called Lithium Ion Bull. View past editions of this newsletter below, as well as access previous conference presentations.






  • Rodney's research critically analyses supply chains, feasibility and the state of the market. View his pieces below.



    2021 - Lithium's Year





CLIENTS

Our Clients

RK Equity supports a range of clients, which includes producing and developing resource issuers, institutional hedge funds, mutual funds, private equity and selected individual investors.

Team

Our Team

RK Equity is led by Howard Klein and Rodney Hooper, each with over 25 years’ experience in investment banking, portfolio management, investor relations and equity advisory.

Photograph of Howard Klein.

Howard Klein

Co-Founder and Partner

Howard founded boutique capital markets advisory firm RK Equity in 2002. He has over 25 years capital markets and investing experience across multiple investment themes in natural resources, including, gold, iron ore and lithium.

From 1997-2001 Howard led the institutional equity sales desk of SG Cowen Securities focused on the EMEA region, as well as Japan. Howard spent the first 5 years of his career as an analyst focused on privatization in Eastern Europe at Thomson Financial and as an investment banker in Budapest, Hungary.

Howard holds a B.A. in Economics from the University of Michigan and an M.B.A. in Finance from Columbia University. Howard speaks regularly at investment conferences and to the financial media about the disruptive battery metals thematic.


Rodney Hooper

Partner and Expert Analyst

Rodney started his career in asset management in 1992 and became a portfolio manager and head of derivatives and quantitative research. He has previously been ranked amongst the top 3 derivatives analysts in the independent Financial Mail surveys.

From 2005-2008, based in London, he ran a proprietary mining book for a large bank focusing on early stage commodity companies, in particular, iron ore, copper and nickel. From 2009 - 2015 Rodney ran the South African equity derivatives desk for Macquarie Bank and sat on the executive committee. Since 2015 he has been providing energy vehicle battery metals research and investment advisory to clients.

Rodney holds a B.A. honours degree in Economics from the University of Natal and a CFA. In addition, he is a fellow of the Institute of Financial Markets in South Africa. Rodney regularly publishes articles on key lithium battery issues and individual share reports.

Contact

Contact Us

To find out how we might assist you, reach out to us via the form below.

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