EPISODE · Jun 2, 2026 · 32 MIN
Li-FT’s Catalyst-Rich Roadmap After The Winsome Merger (Francis MacDonald)
from Rock Stock Channel · host rockstockchannel
Li-FT Power's CEO Francis MacDonald joins Rock Stock Channel (Howard Klein & Matt Fernley) to discuss the newly merged Li-FT/Winsome Resources company, the Adina-Galinée lithium project in Quebec, Renard processing optionality, Yellowknife’s lithium carbonate strategy, Alberta infrastructure advantages, and upcoming catalysts for investors. The discussion covers project scale, resource upside, ASX and TSXV valuation gaps, potential Canadian critical minerals support, and why the combined company could become a major North American spodumene and lithium carbonate story. Follow Li-FT Power: LinkedIn (Francis MacDonald): https://www.linkedin.com/in/francis-macdonald-0898b816/ X/Twitter (Li-FT Power): https://x.com/LI_FTPower ___ Chapters (00:00) Merger And Market Setup (08:02) Adina-Galinée Consolidation (09:11) Resource And Pit Upside (10:52) Market Underappreciation (12:06) Renard Processing Options (15:02) Scale And Plant Choices (18:26) Infrastructure And Sulfate (19:44) Yellowknife Overview (21:16) Alberta Carbonate Strategy (22:46) China Technology Partnerships (25:36) Project Priorities (27:00) ASX Listing Opportunity (28:28) Catalysts And Timeline (29:34) Australia Roadshow (30:15) Closing Takeaways Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs: https://rkequity.com/ Questions: [email protected] Patreon: https://www.patreon.com/rockstockchannel Podcast Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq Follow us on X (Twitter): Howard: https://x.com/LithiumIonBull Matt: https://x.com/matt_fernley Rodney: 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
What this episode covers
Li-FT Power's CEO Francis MacDonald joins Rock Stock Channel (Howard Klein & Matt Fernley) to discuss the newly merged Li-FT/Winsome Resources company, the Adina-Galinée lithium project in Quebec, Renard processing optionality, Yellowknife’s lithium carbonate strategy, Alberta infrastructure advantages, and upcoming catalysts for investors. The discussion covers project scale, resource upside, ASX and TSXV valuation gaps, potential Canadian critical minerals support, and why the combined company could become a major North American spodumene and lithium carbonate story. Follow Li-FT Power:LinkedIn (Francis MacDonald): https://www.linkedin.com/in/francis-macdonald-0898b816/X/Twitter (Li-FT Power): https://x.com/LI_FTPower___ Chapters (00:00) Merger And Market Setup(08:02) Adina-Galinée Consolidation(09:11) Resource And Pit Upside(10:52) Market Underappreciation(12:06) Renard Processing Options(15:02) Scale And Plant Choices(18:26) Infrastructure And Sulfate(19:44) Yellowknife Overview(21:16) Alberta Carbonate Strategy(22:46) China Technology Partnerships(25:36) Project Priorities(27:00) ASX Listing Opportunity(28:28) Catalysts And Timeline(29:34) Australia Roadshow(30:15) Closing Takeaways Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs:https://rkequity.com/ Questions:[email protected] 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
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Li-FT’s Catalyst-Rich Roadmap After The Winsome Merger (Francis MacDonald)
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