Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Ride the Tiger with CD -- Ignore unavailable to you. Want to Upgrade?

To: ogi who wrote (310591)	7/27/2025 11:32:48 AM
From: Claude Cormier	1 Recommendation Recommended By ogi Read Replies (1) \| Respond to of 312313

I am not familiar but I will take a look. Ask also JPThoma1, he is the expert when it comes to Quebec

To: ogi who wrote (310591)	7/27/2025 12:04:23 PM
From: Claude Cormier	Read Replies (1) \| Respond to of 312313

That looks like a very big deposit they are finding at Cisco, well located too. One caveat is that they are within the Cree community of Nemaska. I don't know what is the mood there at the moment after the story of Nemaska Lithium in Wabouchi. At the moment the problem in the lithium industry is the price of lithium spodumene which is currently around USD 810 $. Spodumen deposits are not economic at that price. I am very convinced that the lows are in place and that prices will at least double in the next year or two. Demand for lithium is soaring thanks for BESS all over the world. EV Sales are growing fast in Asia. They are moderate in Europe and steady in the USA where growth of 11.4% was observed in Q1-2025, despite Trump actions. PMET could be a unique situation as well as others who will discover Cesium in their Lithium deposits. The question is: Is there a market for Cesium.

To: ogi who wrote (310591)	7/27/2025 12:23:28 PM
From: Claude Cormier	Read Replies (1) \| Respond to of 312313

BTW, the fact that they can get $1 per share on that flow-trough pp and that they raised it from $20 to $21 suggests that demand could be strong reflecting the potential for a huge deposit.

To: ogi who wrote (310591)	7/27/2025 1:04:36 PM
From: jpthoma1	3 Recommendations Recommended By LoneClone ogi ralfph Read Replies (1) \| Respond to of 312313

As I said many times on «Le Coin des Prospecteurs», there is spodumene nearly everywhere in Eeyou Istchee. Billions and billions of tonnes of spodumene pegmatites You can find in the government data base ( SIGÉOM \| Système d'information géominière \| Home) the location of all the granitic belts that contains spodumene. They are numerous. So finding a deposit is very easy. More than a dozen have already been discovered in the last two years. Now, is there an economic way of extracting and shipping the concentrate out of the area? That's the question. Building a mine in Eeyou Istchee is very costly. So to finance such a development, you have to find buyers for your concentrate. For the moment, only a few projects have serious buyers for their concentrate..