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In this episode, we speak with Ken Brinsden, who is the CEO and Managing Director at Patriot Battery Metals, who are a hard-rock lithium exploration company focused on advancing its district-scale 100% owned Corvette Property located in the James Bay region of Quebec. Ken is a mining engineer from the Western Australia School of Mines with over 25 years of experience in surface and underground mines and has been involved in the development of Atlas Iron Limited and more recently, discovering the world's largest hard rock lithium deposit for Pilbara Minerals in Western Australia. Ken gives an overview of the company and the resources they have discovered with the excellent geology around the Quebec region. He discusses the current lithium market and the positive outlook of the sector he believes is around the corner. A must listen to all in the Lithium space. KEY TAKEAWAYS The Corvette project in Quebec benefits from a favourable infrastructure, including proximity to Hydro-Quebec's dams and distribution networks, which will support the development of the mine. Quebec's mining industry, with a history dating back to the 1840s, provides a strong foundation for the development of mining projects like Corvette, with a skilled workforce and supportive regulatory environment. The lithium market, despite recent price fluctuations, shows promise for growth, especially with the increasing demand for lithium-ion batteries in electric vehicles and energy storage solutions. Patriot Battery Metals is focused on delivering an upgraded resource, completing feasibility studies, and obtaining environmental approvals to commence construction at Corvette in the next three to three and a half years. BEST MOMENTS "The life of mine is shy of 22 years, currently at 800,000 tons per annum of spodumene production, which would make it the second biggest mine in the world currently." "I think the growth in China is material. Their moves to dominate the lithium-ion battery industry are very, very significant. And I cannot see them slowing down." "There's a lot of positives around lithium for the future. So obviously don't be disheartened with the price of lithium at the moment." VALUABLE RESOURCES Mail: rob@mining-international.org LinkedIn: https://www.linkedin.com/in/rob-tyson-3a26a68/ X: https://twitter.com/MiningRobTyson YouTube: https://www.youtube.com/c/DigDeepTheMiningPodcast Web: http://www.mining-international.org Website: www.patriotbatterymetals.com Twitter/X: https://twitter.com/Patriot_Battery LinkedIn: https://www.linkedin.com/company/patriot-battery-metals/ ABOUT THE HOST Rob Tyson is the Founder and Director of Mining International Ltd, a leading global recruitment and headhunting consultancy based in the UK specialising in all areas of mining across the globe from first-world to third-world countries from Africa, Europe, the Middle East, Asia, and Australia. We source, headhunt, and discover new and top talent through a targeted approach and search methodology and have a proven track record in sourcing and positioning exceptional candidates into our clients' organisations in any mining discipline or level. Mining International provides a transparent, informative, and trusted consultancy service to our candidates and clients to help them develop their careers and business goals and objectives in this ever-changing marketplace. CONTACT METHOD rob@mining-international.org https://www.linkedin.com/in/rob-tyson-3a26a68/ Podcast Description Rob Tyson is an established recruiter in the mining and quarrying sector and decided to produce the “Dig Deep” The Mining Podcast to provide valuable and informative content around the mining industry. He has a passion and desire to promote the industry and the podcast aims to offer the mining community an insight into people's experiences and careers covering any mining discipline, giving the listeners helpful advice and guidance on industry topics.
We rip into today's show with uranium news, touching on the market dynamics as well as news from Paladin (PDN) and Boss Energy (BOE).MinRes's (MIN) quarterly naturally caught our attention so went through the highlights before jumping into a bunch of the ASX gold plays, including St Barbara (SBM), Regis Resources (RRL), West African Resources (WAF), Calidus (CAI) and Spartan (SPR). To round off, we mentioned the announcement that Ken Brinsden is taking the reins at Patriot (PMT) and some thoughts on Arafura's (ARU) quarterly. All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Thank you to our Podcast Partners: InvestorHub – The go-to Digital Platform shaking up the Investor Relations industryEmail rhori@investorhub.com for more information DSI Underground - Supplier of Ground Support Products to the Mining and Tunnelling industries Terra Capital – Specialist investment manager in the natural resources sector McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts Futureproof Consulting – Specialist mining-industry sustainability consultants providing ESG solutions for miners of all sizes, stages and commodities Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more KCA Site Services – Underground mining machine hire for IT's, normet's, trucks and more Brooks Airways – Perth's leading charter flight operators K-Drill – Safe, reliable, and productive surface RC drilling Buy your Money of Mine MERCH here Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Subscribe to our weekly newsletter HOOTEROO HERALD Follow Money of Mine on YouTube Follow Money of Mine on Twitter Follow Money of Mine on LinkedIn Follow Money of Mine on Instagram TIMESTAMPS(0:00:00)Introduction(0:01:25)Wolf of Wall St(0:03:46)A Farming journey(0:07:03)Hot Uranium news for ASX(0:25:55)Min Res quarterly call(0:33:46)Gold Quarterlies(0:52:49)Ken Brinsden stepping up at PMET(0:53:27)Arafura update
INDEX: 2:09 - Exploring the Dichotomy of Bids for Western Australian Spodumene Assets and Chinese Interest in Atlas Lithium 4:03 - Pilbara Minerals' Shorted Stock Status Despite Pristine Balance Sheet and China's Guangzhou Futures' Downward Trend 5:23 - Lithium Market Dilemma: Demand or Supply Issue? Goldman Sachs' Forecast Misses the Mark. 6:36 - Reflecting on China's Role in the Lithium Market: Volatility, Short-Term Thinking, and Novel Supply Sources 12:02 - Diversifying Supply Chains: Initiatives in Western Australia, Korea, and Beyond to Reduce Reliance on China 16:52 - Western Carmakers Face Existential Threat: 10-Year Lag Behind Chinese Competition Forces Urgent Supply Chain Reshaping 18:47 - Political Dilemma: GM's $10 Billion Buyback Amid EV Boom Raises Questions About Future Investments 20:47 - Lithium's Fate: A Cyclical Downturn or a Potential 10-Year Disinterest, Drawing Parallels with Iron Ore's History 22:03 - Unveiling the Magnetite Story: How China's Aggressive Moves in Iron Ore Parallel Current Concerns in Lithium Markets 27:25 - Ken Brinsden's Move to Patriot: Identifying World-Class Mine Potential Similar to Pilgangoora in the Lithium Industry 30:20 - Chris and Gina's M&A Agenda: Thwarting Foreign Players and Stealthy Canadian Asset Stakes Unveiled 37:48 - The Future of Lithium: Will it Follow the Path of Iron Ore with a Duopoly, or Embrace a More Diverse Landscape? 43:41 - The Shifting Dynamics of Spodumene Value: From 30% to Near 100%, What It Means for the Lithium Supply Chain 52:29 - Strategic Vision Unveiled: The Intersection of Mine Capacity and Chemical Capacity in Patriot's Future Plans 56:23 - Decoding Global Spodumene Markets: Evaluating the Viability of Spodumene Transport Globally 1:01:25 - Unveiling the Dilemma of Lithium Prospects: Rarity of Credible Exploration Projects Puts Companies in a Quandary 1:05:44 - Quebec's Project Development Timeline Mirrors Western Australia: Is Corvette Well-Positioned Despite Similar Two-and-a-Half-Year Projection? 1:09:17 - Lepidolite's Place on the Cost Curve: Assessing the Viability and Profitability of Different Lithium Sources. 1:14:30 - Lithium Price Floors Under Scrutiny: Are OEMs Truly Comfortable with $25-30 per Tonne, or Are High Teens More Realistic? 1:18:41 - Deja Vu to 2018: How Long Will the Lithium Boom Last? 1:23:16 - Market Dynamics and Short Interest: Will the $2 Billion Stock Buyback Pose a Challenge for the Lithium Industry? 1:26:10 - Industry Outlook: Betting on Higher Stock Prices in the Coming Six Months, with China as the Market's "Monkey Wrench." #lithium #Tesla #electricvehicles _________________________________________________ Thank you to our Patrons for supporting the channel. Register your email at https://www.rkequity.com and follow Rodney and me on Twitter (@lithiumionbull @RodneyHooper13) and on LinkedIn. Please also subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content. And finally, if you find value in our content, please consider joining us on Patreon at https://www.patreon.com/rockstockchannel _________________________________________________ DISCLAIMER NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH Rodney and Howard are not financial advisors nor broker-dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do 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
Following Liontown's rejection of $3.5bn acquisition bid from Albemarle, Howard and Rodney discuss what to expect next from M&A in WA. PLUS check out our selection of not-to-be-missed highlights from Canada Rocks, our first ever (100% virtual) conference - which took place on March 21. #lithium #Tesla #electricvehicles Index: 0:00 - 05:01 A word on Liontown's rejection of Albemarle bid and introducing the Greatest Hits! 05:02 - 08:25 Key takeaways from Howard Klein's Welcome Address 08:26 - 11:13 Ken Brinsden's Fireside Chat: "You're outwardly disagreeing with Elon Musk!" 11:14 - 14:27 Sayona's exciting production milestones 14:28 - 16:49 Piedmont's audacious production ambition and Sayona partnership 16:50 - 20:07 Patriot on CV-5's large scale and larger possibilities 20:08 - 21:54 Winsome's upcoming news flow and drilling results? 21:55 - 25:38 Critical Element's opportune target price & a look towards the future spot price 25:39 - 27:36 Sarah Maryssael of Livent on the energy transition and significance of Quebec's lithium production 27:37 - 29:57 Allkem on James Bay's approval and project merits 29:58 - 32:20 Frontier's runway to 100m tonnes 32:21 - 34:38 Should Albemarle or Pilbara buy Sigma to preserve the spodumene duopoly? 34:39 - 44:09 Lithium Americas: A valuation analysis. Much more M&A activity to come? *THANK YOU to everyone who joined us at Canada Rocks, and to our Patrons for supporting the channel.* If you like this video, please click the 'like' button and please also comment so we can improve our content going forward. Register your email at www.rkequity.com and follow Rodney and me on Twitter (@lithiumionbull @RodneyHooper13) and on LinkedIn. Please also subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content. And finally, if you find value in our content, please consider joining us on Patreon at www.patreon.com/rockstockchannel ----- DISCLAIMER NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH Rodney and Howard are not financial advisors nor broker dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do your own independent research and read the disclaimer at the end of the video or on RK Equity's website www.rkequity.com Intro and outro audio credit: Jamie Klein
As CEO of Pilbara Minerals for over six and a half years Ken Brinsden (@KenBPilbara on Twitter) had a long list of accomplishments. We discuss the past, present, and future in this episode. Topics: Lithium: unreasonable expectations on an immature industry The new price paradigm The creation and future of the Battery Metals Exchange (BMX) “Rearranging” margins in the supply chain End user naivete The significance of the Altura acquisition The importance of the team Newcomers with mid-stream production aspirations Innovation in mining is inevitable Why the future for Pilbara isn't spodumene Staying motivated ESG Lepidolite and the Goldman Sachs “Report” Grooming a successor What's next? Rapid fire
In December's Recharge Matt Fernley and Cormac O'Laoire round up all November's news, including EV sales and production, the BNEF battery survey and outlook for battery prices, Umicore's and Johnson Matthey's travails in cathode materials and the outlook for graphite. This month's interview is with Ken Brinsden, MD of ASX-listed lithium producer Pilbara Minerals. In a far-reaching interview Ken discusses the state of lithium inventories, the move towards spot pricing and his company's impact on that, the benefits of going downstream and Pilbara's plans for expansion.
Ken Brinsden, Managing Director of swing spodumene supplier Pilbara Minerals covers Pilbara's operations, downstream initiatives with a particular focus on spodumene price discovery and transparency from the company's pioneering BMX trading platform. Since Pilbara's astute consolidation and mothballing of its neighbor Altura Mining 9 months ago, lithium chemical and spodumene pricing have tripled resulting in a six-fold increase in PLS shares. 0:00 - 1:28 Introduction 1:29 - 6:12 What was the final Altura purchase price? How is the POSCO JV progressing and Pilbara's broader strategy? 6:13 - 8:53 POSCO technology 8:54 - 9:50 BMX trading platform and where spodumene prices are going 9:51 - 12:50 Contract pricing is lagging spot prices, how do producers reduce price volatility for spodumene concentrate? 12:51 - 15:40 The potential for longer dated futures contracts for spodumene producers 15:41 - 16:55 The benefit of having a clearinghouse for financial stability and what Ken sees as a long-term price for spodumene prices 16:56 - 19:03 Could new instruments such as the BMX platform and futures remove or reduce the risk of trading with China - the dominant buyer 19:04 - 22:00 Is BMX platform for spodumene like iron ore transition to spot pricing in 2010? 22:01 - 25:36 How many tier 1 qualified Chinese converters are there? 25:37 - 27:03 Speculation on spodumene via BMX 27:04 - 29:17 Could Wodgina spoil the party? 29:18 - 32:00 Cost inflation in WA and the impact on cash costs 32:01 - 34:44 Where are the major iron ore players in WA? Why aren't they in lithium? 34:45 - 39:36 Where are the risks to the bull thesis? NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH ----- If you like this video, please click the 'like' button and please also comment so we can improve our content going forward. And please register your email at www.rkequity.com and follow Rodney and me on Twitter (@lithiumionbull @RodneyHooper13) and on LinkedIn. Please also subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content. And finally, if you find value in our content, please consider joining us on Patreon at patreon.com/rockstockchannel Intro and outro audio credit: Jamie Klein DISCLAIMER RK Equity is an advisory firm run by Howard Klein and Rodney Hooper. We are exclusively focused on raising awareness about companies producing or developing the next generation critical raw materials that are powering Tesla's EV Battery Energy Transition, including lithium, nickel, graphite, rare earths and other technology metals. We also track the growing number of EV Battery themed stocks going public through Special Purpose Acquisition Companies. Our clients include developers of greenfield raw materials projects as well as large strategic investors, and investment managers seeking to allocate capital to this rapidly growing sector. Rodney and Howard are not financial advisors or broker dealers and nothing you hear in this video is investment advice. Please do your own research and read the disclaimer at the end of this video or on our website.
Episode 74 “Forged in the Fire” features Ken Brinsden the CEO of Pilbara Minerals. Ken is one of my favorite all time guests. He is articulate and forthright in an industry known for opacity. We cover several topics in 40 minutes including: Pilbara's recent refinancing, their improved lithium recoveries to the world class level, how Pilbara is dealing with the current challenging market conditions and preparing for the inevitable upturn. Ken gives his thoughts on the ability of the industry to respond to the anticipated steep growth in lithium demand in the coming decade and the opportunities a global lithium ion battery build out represent for the company. I ask Ken to comment on Pilbara's partnership strategy, corporate culture and the growing importance of ESG considerations to those seeking to finance lithium projects. Ken's office in Perth is about as far away from my home base in Charlotte as you can be. The normally reliable Zoom connection was stressed a few times but the majority of the episode is fine from a sound perspective. Thanks to our sponsor - Zelandez
Welcome to April 2020's edition of Recharge by Battery Materials Review. We start with a recap of all the key news items for the month in batteries and battery materials, give a little more detail on our Focus articles and analyse some of the key data points. Our Focus articles in this month's Review are on the Impacts and Opportunities of the Covid pandemic for the battery industry; and also on what battery materials stocks are best to invest in for a recovery Our interview this month is with Ken Brinsden, Managing Director of ASX-listed hard rock lithium miner Pilbara Minerals (ASX:PLS) [08:19]. In a far-reaching interview Ken talks about his company's progress at Pilgangoora, the effects of Covid-19 on the lithium industry, and what differentiates Pilbara Minerals from many other stocks out there.
Joe and Emily are back in Perth to catch up on the latest in WA. The Global Lithium Podcast team sits down with repeat-guest Ken Brinsden and Dale Henderson from Pilbara Minerals. The two begin...
You asked, we answered!! More banter from Rodney & Howard amidst a flurry of news to end Q1 and begin Q2 with a far brighter outlook than looked possible at the start of the year. To help you navigate through 67 minutes of pure #LithiumIonRocks! bliss, here's an index of what you'll hear: Minute 0 - 7:30 - Introduction. Thoughts on Ganfeng/LAC7:30 - 24:30 - Real Vision Talks Lithium Bull. ALB, LTHM, PLL24:30 -33:30 - Ken Brinsden & the Thrilla in The Pilbara. PLS33:30 - 39:30 - Rodney Debunks Fuzzy Demand Math @MorganStanley39:30-41:30 - Developing Brine Projects - NLC, LPI, LAC41:30-43 - VW & European Lithium Sustainability/Security - SAV, BCN, INF43-48 - Dissecting Fellow Lithium Bull from Cormark & Canaccord48-60 - USA Lithium Security of Supply: Hard Rock PLL, INR & the others60-68 - Volkswagen Verbatim. Battery Arms Race Meet Scramble for Lithium @Benchmarkmin @FT Visit and subscribe FOR FREE at libull.com Not Investment Advice. DYOR.
A mining company’s success is not just the ore in the ground but also its social licence to operate. Without this social licence, it is very difficult for a mine to get off the ground.That’s why every mining company needs a “why factor. Ken Brinsden is CEO and Managing Director of one of the most important lithium and tantalum projects, globally, Pilbara Minerals.His passion for mining is contagious, and he reckons we need to spread that passion to the general community.
Joe and Emily are joined by Ken Brinsden, CEO of Pilbara Minerals. They reminisce with the “man from a land down under” about their trip to the Pilbara mine in early 2018, and how quickly...