NOA Lithium Brines (TSXV: NOAL) joins Amvest Capital and RK Equity for a discussion on the lithium market, Argentina’s Lithium Triangle, and the company’s Rio Grande, Arizaro, and Salinas Grandes lithium brine projects in Salta. CEO Gabriel Rubacha outlines NOA’s project portfolio, low-cost brine strategy, Rio Grande PFS timeline, permitting plans, and key catalysts, while RK Equity provides insight into lithium supply-demand trends, brine valuations, and future market opportunities. Topics include lithium brine extraction, battery-grade lithium carbonate, Argentina mining investment, project economics, strategic partners, offtake potential, and the outlook for lithium prices. Follow NOA Lithium Brines: LinkedIn (Gabriel Rubacha) - https://www.linkedin.com/in/gabriel-rubacha-1a56a642/ LinkedIn (NOAL) - https://www.linkedin.com/company/noa-lithium-brines/ X/Twitter (NOAL) - https://x.com/NOAlithium ___ Chapters (00:00) Introduction (02:44) Lithium Market Context (04:10) Why Lithium Brines (07:54) Brine Asset Valuations (11:23) NOA Company Overview (13:04) Project Portfolio Strategy (20:42) Rio Grande Project (24:39) Permitting And Incentives (26:38) Arizaro And Salinas (29:58) Q&amp;A Begins (34:09) Brine Extraction Benefits (38:08) Permitting And Communities (40:30) Offtake And Partners (43:27) Lithium Price Outlook (48:08) Key Catalysts (50:26) Closing Remarks Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs: https://rkequity.com/ Questions: rockstockchannel@rkequity.com 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

NOA Lithium Brines Webinar: Portfolio, Progress, Catalysts (Gabriel Rubacha)

Rock Stock Channel

# Full Transcript

**Podcast:** Rock Stock Channel

## Transcript

[SPEAKER_A] Welcome everyone. I'm Campbell McRae from Amvest Capital, live from New York City. Today's webinar features NOA Lithium Brines Inc., and we're also delighted to be joined by RK Equity as our co-presenters. A replay will be available shortly after we wrap up so we can refer back to it at your convenience. A couple of quick notes before we dive in. We want this to be interactive, so please submit your questions using the panel on the right side of your screen. And when you're done, we'd love a few seconds of your time to share feedback, which goes directly to the company's management team. Now let's get started. Amvest Capital is a New York-based specialist asset management and corporate finance group dedicated to the natural resources sector. This webinar is for informational purposes only. It does not constitute an offer to sell or the solicitation of an offer to sell or buy any security. Nor should it be relied upon as a basis for investment decisions. Following the presentation, we'll open up the floor for Q&A, so please keep those questions coming in the panel on the right. NOA Lithium Brines is listed on the TSXV as NOAL and on the Frankfurt as N7N. Joining us from London to open up with context on NOA and the lithium market is Matt Fernley, partner at RK Equity. We'll then turn it over to the NOA Lithium Brines team who will walk us through the company's story. Welcome, Matt, and I'll hand it over to you.

[SPEAKER_B] Thanks very much, Campbell, and thanks very much to you guys at Amvest as well. Yeah, thanks. I'm going to start off with a quick introduction to the sector. Thanks everybody for dialing in today. Just a quick introduction For those who don't know us, RK Equity is a strategic advisor, market intelligence specialist covering the critical materials space. We put a number of free solutions out into the market, including our monthly Scoreboard, Lithium Ion Bull newsletter and blogs, and stocks and sector research, as well as free videos on our Rock Stock Channel on YouTube. And we also have a Patreon channel for paid and more in-depth research solutions. So moving on to the lithium sector at the moment, and obviously we've probably got a very substantial cross-section of people on this call, but I just wanted to sort of put a slide in just really why invest in lithium. It is a very rapidly growing segment of the mining industry at the moment. And really it's lithium-ion batteries which is driving it. Initially that was driven very much by electric vehicles, but latterly energy storage is starting to dominate. And on our numbers, by 2030, 2031, energy storage will be a bigger driver of battery demand than electric vehicles. And you can see from the chart on the right of the screen here where I've just plotted lithium supply-demand and the lithium market balance that the industry is growing very, very rapidly. Demand is growing from practically nothing, tr...

NOA Lithium Brines Webinar: Portfolio, Progress, Catalysts (Gabriel Rubacha)

Transcript

Built for investment professionals

Every day you wait, your competitors are finding
edge in conversations you're not hearing.

NOA Lithium Brines Webinar: Portfolio, Progress, Catalysts (Gabriel Rubacha)

Transcript

Built for investment professionals

Every day you wait, your competitors are findingedge in conversations you're not hearing.

Every day you wait, your competitors are finding
edge in conversations you're not hearing.