Boom boom boom!
Had some time to have a better look through.
My highlights
- More geologists
- Second drill rig soon and potentially third drill rig later
- Metallurgical test work in progress with world experts
- Scoping study and pre-feasibility are progressing well
- New licence applications being negotiated in Thailand
- Several other expansion targets in the South East Asia region to be brought into PAM's portfolio in 2022
- Near term approval of Reung Kiet expansion and later on Kata Thong
- 10,000tpa lithium chemical for 10 years is just the start and likely much higher
- Lepidolite with the highest purity and lowest cost lithium carbonate/hydroxide
- World class team assembled for feasibility and metallurgical work
- Highly supportive Thailand EV manufacturing hub strategy to be the largest manufacturer in the region
- Focusing only on down stream high profit/value add products
- Tightly held by smart money with no hype/fluff
- Near zero to zero carbon footprint with added premium on final products
- Very low cost environment
- Good infrastructure with hydro power for clean energy, 30 minutes from Phuket, power lines running next to project, train lines to Malaysia, Thailand and extends up to China
- Potential monopoly in South East Asia
Patience required
