Li-FT’s Catalyst-Rich Roadmap After The Winsome Merger (Francis MacDonald)

About this episode

Francis MacDonald discusses the merger of Li-FT Power and Winsome Resources, focusing on lithium projects and investment opportunities.

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)…

People in this episode

Hosts: Howard Klein, Matt Fernley

Guest: Francis MacDonald

Topics covered

• merger
• lithium projects
• investment strategies
• resource management
• market analysis
• infrastructure advantages

Keywords

• lithium
• merger
• investment
• Quebec
• Alberta
• spodumene
• critical minerals

Mentioned in this episode

Organizations: Li-FT Power, Winsome Resources

Places: Quebec, Yellowknife, Alberta, Australia

More episodes of Rock Stock Channel

• Benchmark Giga US 26 Takeaways, Lithium Rebound, Missing Middle + LAC, SLI & Iola Hughes · June 12, 2026 · 59 min
• Fastmarkets 2026: AI, Defense And The Lithium Recovery · June 8, 2026 · 46 min
• What Lithium Bears Miss About Project Restarts (@zempheth) · June 5, 2026 · 1h 6m
• Critical Minerals Chokepoints: Lithium, Rare Earths & Supply Chain Risks | The KE Report · June 4, 2026 · 33 min
• Neil McCallum on Cisco’s Next Big Step · June 4, 2026 · 23 min
• Benchmark on How China, Africa & Washington Shape Lithium · June 3, 2026 · 53 min