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@RodneyHooper13
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Successful $PLL Q3’24 with industry-leading price realizations on record quarterly shipments, reduced operating costs, capital expenditures and investments. Looking forward to Q4 with further increased shipments rounding out a strong H2’24. bit.ly/4hMzUge
Q3 2024 Highlights: NAL set production records, expanded MRE. $PLL shipped record tonnage and achieved industry-leading price realizations. Improved operating costs and reduced capital expenditures and investments expected to continue through Q4. bit.ly/4hMzUge
Trump was pro-energy national security in term one and I suspect will be the same in term two. That, combined with lower corporate taxes, should be a boon for critical minerals projects in the US.
Good initial analysis of election outcome @benchmarkmin and impact on 🇺🇸 #EV #Battery #mining supply chain issues Will be an extra special #BenchmarkWeek2024 next week in Los Angeles...
Pleased with the progress @USTreasury is making on the IRA manufacturing credit. 45X credits will materially impact the economics of US projects like @PiedmontLithium's #CarolinaLithium project. #lithium
NEW: Today @USTreasury issued final rules for the Inflation Reduction Act’s manufacturing credit (45X) with modifications to drive more critical mineral processing in the U.S. home.treasury.gov/news/press-rel…
Lithium M&A is back. Lots of room for consolidation in places like Argentina and Quebec
🔥NEW VIDEO: Rock Stock Recap E14: Better Bid Lithium - Rio/Arcadium🔥 While $RIO has not put $ALTM officially in play - yet - no doubt there's a meaningful universe of potential alternative bidders that could emerge... Which ones? What is fair value? As follow up to my…
The Ewoyaa #Lithium Project achieves another important project development milestone. We look forward to mine lease ratification in due course & eventual project construction, subject to approvals & market conditions. $PLL bit.ly/3zi1O28
The @EPA_Ghana has granted an environmental permit to the Ewoyaa #Lithium Project in Ghana – a major project development milestone. Congrats to our partners, @Atlantic Lithium. $PLL bit.ly/3zi1O28
Q2’24 at #NAL: Ongoing quarterly production records & high-grade drill results at one of only a handful of operating spodumene mines globally. Onward to H2’24 as $PLL targets 96,500 dmt of spodumene concentrate shipments. bit.ly/3YoOq6e
North American Lithium achieves new quarterly production and operations records in Q2’24 as $PLL targets 96,500 dmt of spodumene concentrate shipments in H2’24, prioritizing contract customers. #Lithium bit.ly/3YoOq6e
#ESG is an important part of our work at @PiedmontLithium $PLL is proud to release our 2023 Sustainability Report demonstrating our #ESG achievements as we develop our wholly-owned projects to help responsibly meet the demand for U.S. #lithium production. bit.ly/3RJOERz
$PLL releases our second report on the #sustainable development of our planned, wholly-owned #lithium projects & the progress we have made in advancing our long-term #ESG strategy. bit.ly/3RJOERz
More positive drill results at our jointly owned #NAL – the only #lithium mine in North America producing #IRA-qualified spodumene concentrate. $PLL bit.ly/4eylK0j
Additional high-grade drill results at our jointly owned #NAL demonstrate the potential for a significant upgrade to the mineral resource estimate. #lithium $PLL bit.ly/4eylK0j
High-grade drill results at #NAL underscore long-term potential of this important asset – the largest #lithium operation in NA. As the ramp-up continues…very exciting to see the possibility of a mine life extension &/or increase in annual production. $PLL bit.ly/3wAXz06
New & expanded high-grade #lithium zones identified at #NAL, indicating the potential for a significant mineral resource upgrade & possible mine life extension. $PLL bit.ly/3wAXz06
TY @Ausbiztv for the opportunity to share $PLL’s plans for a busy H2 as we target full-year shipments of ~126,000 dmt of spodumene concentrate w/an increased focus on core customers under long-term contracts. bit.ly/3K03H55
.@PLLKeith w/@ausbiztv on $PLL’s Q1’24 results: “It was a turnaround quarter as we look to a full year of shipments…the first two quarters will be relatively light, but the back half of the year should be very busy w/shipments to our two core customers." bit.ly/3K03H55
For those interested in @Tesla & @PiedmontLithium Lithium Hydroxide Plant and flowsheet from @MetsoOfficial , check out this youtube video from their channel: youtu.be/M_-WxHcnPbY?si… $PLL $TSLA 🚀🚀🚀
W/ a fortified balance sheet, production & safety records at #NAL & a mining permit at #Carolina Lithium, we are well-positioned for 2024. $PLL shipments expected to double & investments expected to fall by more than 50% in H2’24 vs H1’24. bit.ly/3yj5vUa
$PLL releases Q1’24 financial results & 2024 outlook. Planned full-year customer shipments of ~126,000 dmt, weighted to H2’24, w/ shipments to more than double & investments to decrease by more than 50% in H2’24 vs H1’24. bit.ly/3yj5vUa
Interesting to benchmark valuation vs. $Ewoyaa in Ghana. Goulamina larger and higher-grade but Ewoyaa is in a superior location. Logistics matter in spodumene! @PiedmontLithium @AtlanticLithium
Goulamina ...agreed that its wholly-owned subsidiary Ganfeng International plans to use its own Funded for US$342.7 million to acquire the remaining 40% equity of its Mali Lithium company from Leo Lithium.
#CarolinaLithium on my mind. Fun discussion with @LithiumIonBull and @RodneyHooper13 with good weekend addendum focusing on @PiedmontLithium 's capital light business model
🔥NEW VODCAST: E99 Carolina In My Mind🔥 The BOSS @PLLKeith joins @RodneyHooper13 & me to discuss @PiedmontLithium major news at its flagship #CarolinaLithium project, updates on #spodumene production & sales at #NorthAmericanLithium JV @SayonaMining & funding / offtake plans…
Excited to announce mining permit approval for Carolina Lithium, a highly strategic project positioned to be a low-cost, #sustainable producer of #lithium products for the US #EV & #battery supply chain & American #EnergySecurity. Congrats to the $PLL team bit.ly/4aAlcEO
Great news for $PLL as we announce the mining permit approval for Carolina Lithium – designed to be one of the lowest-cost, most #sustainable #lithium operations in the world & a critical part of the #American #EV supply chain. bit.ly/4aAlcEO
#NAL strategic review supports continued operations to complete ramp-up activities & achieve steady state production within 2024. $PLL plans for full-year shipments of ~126,000t weighted to H2’24 with shipments to contract customers commencing in 2024. bit.ly/43T4ePp
$PLL & JV partner @SayonaMining agree to continue #NAL ramp-up plan following the strategic review. W/the completion of capital projects, expected prod. increases & cost improvements, we believe #NAL is well-positioned for the market recovery we anticipate bit.ly/43T4ePp
NAL is the single-biggest lithium producer in North America, full stop. Ramp-up continuing. @SayonaMining @PiedmontLithium
The shorters may be all over $SYA QED.... BUT... remember that every short placed has to be bought back -- made harder if there's low volume on sell side. @SayonaMining is one of the best #Lithium suppliers for the #EV revolution & is the ONLY #Producer in @invest_canada #DYOR
Macquarie #Lithium 🐂 Could be a good year of the dragon this month... NOTE: the HIGHEST cost in the table RMB161,000 (USD22,000) is Aus spod to non-integrated China converters: e.g. $PLS three recent off-take deals with Ganfeng, Yahua, Chengxin 6 days till $ALB auction…
Interesting to see the disconnect in USA vs. ASX spodumene equities commencing late-January. Spodumene prices recovering, Aussie equities tracking, US equities not so much!
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