Keith Phillips
@PLLKeith
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Joined July 2012
Great for MP and potentially great for all US critical minerals projects!.
So proud 🇺🇸. MP Materials Announces a Transformational Public-Private Partnership with the U.S. Department of Defense. – Multibillion-dollar DoD commitment.– New “10X” magnet facility to be constructed.– 10-year price floor + offtake agreements.– DoD positioned to become MP’s
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Good to hear a constructive voice in a sea of negativity. $PLL and $SYA offer great leverage to a future recovery in lithium pricing.
🔥NEW VIDEO🔥 @LithiumIonBull and @RodneyHooper13 welcome back @usuallyYJLee of Arcane Capital Advisors for a timely deep dive into his outlier bullish thesis on lithium demand. 🔑 Key Themes:. 1. Demand Surprise Incoming?. YJ is forecasting global lithium demand of 1.6 million
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RT @PiedmontLithium: Big news overnight. $PLL and $SYA to merge. Joint call at 8:30 AM ET. Details in press release. .
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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.
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.
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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. .
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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.
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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
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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
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
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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.
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
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#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.
$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.
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More positive drill results at our jointly owned #NAL – the only #lithium mine in North America producing #IRA-qualified spodumene concentrate. $PLL
Additional high-grade drill results at our jointly owned #NAL demonstrate the potential for a significant upgrade to the mineral resource estimate. #lithium $PLL
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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
New & expanded high-grade #lithium zones identified at #NAL, indicating the potential for a significant mineral resource upgrade & possible mine life extension. $PLL
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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.
.@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."
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RT @chansalyker: For those interested in @Tesla & @PiedmontLithium Lithium Hydroxide Plant and flowsheet from @MetsoOfficial , check out t….
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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.
$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.
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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.
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#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
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