Have you ever wondered what a day in the life of a lithium analyst from a top investment bank looks like? The Global Lithium Podcast team has – so when we ran into Cormark Securities’ Mac Whale aka, “the best name in lithium” at 3000 meters above sea level en route to visit Neo Lithium’s 3Qs project in Argentina. Joe and Emily knew it would be a special podcast episode.
Emily wasted no time building an impromptu podcasting studio from the furnishing in her hotel room and getting down to business.
The three discuss the three main parts of an analyst’s job – visiting projects, writing reports, and participating in the sales process. Emily and Joe learn how Mac has structured strategies based on lithium fundamentals and the vagaries of the market. Mac gives Emily and Joe his opinion on the progress of Lithium Americas and Ganfeng’s Cauchari brine project as well as his initial take on Neo Lithium’s Tres Quebradas project in Catamarca, Argentina. Besides his overall view on each asset, Mac shares the criteria he considers to be green and red flags in evaluating projects.
Your podcast hosts also discuss Mac’s thoughts on market sentiment and when the current depressed cycle will change. The two conclude by probing Mac’s inner grunge musical tendencies.