Keith Phillips @PLLKeith Twitter profile

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Keith Phillips

@PLLKeith

2 years

Lithium prices at all-time highs. $80,000 hydroxide and $7,350/t for spodumene concentrate. With demand expected by many to outstrip supply for the next several years, perhaps these 'current prices' are the best forecast for the future? @PiedmontLithium

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Keith Phillips

@PLLKeith

8 months

@elonmusk @paulg Lithium is common in the earth's crust, but most mining projects take 10+ years to come into production. The world will be short lithium in both raw and refined form for at least the next decade...

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Keith Phillips

@PLLKeith

1 year

So true. EV demand remains strong. Lithium supply will struggle to keep up. Prices remain at very strong levels. Equities discounting a terrible environment. I don’t see it. DYOR

Worth More Dead

@Worthmore_dead

1 year

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Keith Phillips

@PLLKeith

2 years

Big week. Monday in NYC with @YahooFinance & @Nasdaq . Wednesday grand opening of new HQ in Belmont NC. Thursday we unveil the site for #LHP2 . Continued progress at #NAL with @SayonaMining and looking forward to Ewoyaa from partner @AtlanticLithium . Buckle up! @PiedmontLithium

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Keith Phillips

@PLLKeith

1 year

Per JPMorgan research, January EV sales in the US are at all time highs (red dot) - demand destruction?

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Keith Phillips

@PLLKeith

2 years

@SayonaMining Congrats to all at @SayonaMining on this huge accomplishment. Onward and upward!

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Keith Phillips

@PLLKeith

3 years

Nice announcement and great pic, clearly depicting that this is North America's most advanced lithium project. @PiedmontLithium is proud to be partnering with @SayonaMining

SayonaMining

@SayonaMining

3 years

#ASX announcement: Sayona eyes potential NAL resource increase $SYA $SYAXF #lithium #Quebec #EV #ESG #cleantech #cleanenergy

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Keith Phillips

@PLLKeith

2 years

Heard the @PiedmontLithium team had a great visit with our partners at @SayonaMining . Looking forward to re-start of North American Lithium in 2023 - optimistic that spod. con. prices will remain 'higher for longer!' #PLL #SYA #NAL

🔋CHASING BATTERIES🔋🇿🇦SC6🔋

@PetersenShukri

2 years

@SayonaMining @PiedmontLithium $SYA production 2023!

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Keith Phillips

@PLLKeith

2 years

@LithiumIonBull @PiedmontLithium @SayonaMining Great night with @SayonaMining 's leadership team and analysts/investors from the $NAL site tour. Full speed ahead. First production expected in H1 2023 - North America's most advanced lithium project!

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Keith Phillips

@PLLKeith

10 months

Very pleased with @AtlanticLithium 's DFS for Ewoyaa. A world-class project with annual production up 33% from PFS and capex up commensurately. Timing well-suited for planned supply to @PiedmontLithium 's Tennessee Lithium Hydroxide project.

Atlantic Lithium

@AtlanticLithium

10 months

Atlantic Lithium is developing the Ewoyaa Lithium Project on track to become Ghana's first Lithium producing mine. Watch the full video: #ALL #A11 $A11 $ALLIF #Lithium #Ghana #Mining

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Keith Phillips

@PLLKeith

1 year

Every other large African lithium project is controlled by the Chinese. Ewoyaa can be an important component of the US supply chain. $PLL $A11

Patrick Brindle

@Patrick_at_PLL

1 year

A pleasure to be back in Africa, meeting w/ Ghanaian Minister of Lands & Natural Resources Samuel Abu Jinapor & #USAmbPalmer . Appreciate the opp. to discuss & coordinate on our investment in the Ewoyaa #Lithium Project. $PLL

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Keith Phillips

@PLLKeith

1 year

IMO @RodneyHooper13 is one of the most thoughtful commentators on the lithium space. A seasoned veteran spending 100% of his time on battery metals and diving deeper than most analysts.

Rodney Hooper

@RodneyHooper13

1 year

My take on the GS forecast 1) #Lithium production doesn't = battery-grade (BG) supply 2) #RKEquity BG demand is 40kt > than GS forecast in 2022 = actual restocking of *BG* in 2022 is *much* lower than GS number 3) 2023 & beyond inventory build will grow as EV sales ⬆️(not shrink)

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Keith Phillips

@PLLKeith

1 year

Productive meetings this week in #DC with senior staff at @WhiteHouse @StateDept @ENERGY @EPA . Impressive group of people dedicated to ensuring the nation's #energysecurity and @PiedmontLithium is focused on doing our share. #Lithium

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Keith Phillips

@PLLKeith

2 years

Location, location, location. @AtlanticLithium @PiedmontLithium

Solo

@indasolo

2 years

African #lithium projects and trucking distance to the nearest port.

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Keith Phillips

@PLLKeith

2 years

EV penetration way ahead of most forecasts. The U.S. is lagging but should be the fastest-growing major market going forward.

Hannah Ritchie

@_HannahRitchie

2 years

Globally, nearly one-in-ten (9%) new cars sold in 2021 were electric. In 2020, this was 4%. In 2019, it was 2%.

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Keith Phillips

@PLLKeith

2 years

@PiedmontLithium @SayonaMining Thrilled to be partnering with @SayonaMining to bring the first major new lithium production to North America in decades. $PLL $SYAXF

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Keith Phillips

@PLLKeith

2 years

@seanmmitchell smoother, quieter, faster, and FAR less to own and operate than ICEs

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Keith Phillips

@PLLKeith

1 year

Lithium M&A just getting started.

Howard Klein

@LithiumIonBull

1 year

Congrats ⁦ @LiventCorp ⁩ & ⁦ @Allkemltd ⁩ on a very smart merger $LTHM conference call in 45 mins, 8AM EST

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Keith Phillips

@PLLKeith

1 year

The USA is boomtown for EVs and batteries. @PiedmontLithium is very happy to be building world-class lithium projects in Tennessee and North Carolina. #USA

Blan Holman

@BlanHolman

1 year

Look at the number of clean economy $B’s being dropped in the Southeast. Need to spread some into MS and LA — but damn.

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Keith Phillips

@PLLKeith

2 years

@SayonaMining building an elite team at #NAL . 2023 can't come fast enough!

SayonaMining

@SayonaMining

2 years

A big welcome to our new NAL plant manager, Jean Roy #Quebec #lithium $SYA $SYAXF Thank you for joining the team. ✨ #lelithiumdici #équipelithium

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Keith Phillips

@PLLKeith

2 years

@HBARCurious @SayonaMining @gazbro091 @Cdn_Mining_Jrnl Offtakes are over rated. Nothing easier to sell this decade than lithium produced in North America. Massive shortages coming

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Keith Phillips

@PLLKeith

2 years

Great for @SigmaLithium and many others. @PiedmontLithium used $1,200 for Carolina Lithium; @AtlanticLithium used $900 for Ewoyaa; @SayonaMining used $1,242 for NAL. #higherforlonger

Jamie Flegg

@jamieflegg

2 years

Another increase in the price of lithium spodumene concentrate. At $6,750/t, spot price is now >3x the price assumption used in @SigmaLithium recent technical report which demonstrated NPV8 of $5.1B

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Keith Phillips

@PLLKeith

2 years

Haha love the quote from Chris Ellison - "If you own rock in the ground, you're God" - @PiedmontLithium owns a lot of #rockintheground , directly in North Carolina and via JVs in Quebec and Ghana with partners @SayonaMining and @AtlanticLithium . #ItsAllAboutTheResource

Howard Klein

@LithiumIonBull

2 years

*NEW VIDEO @LithiumIonRocks * Back to School. Easy Money. ✅Chris Ellison @MRLMinRes colorful commentary ✅Big news & political support @PiedmontLithium #NorthCarolina & #Tennessee ✅ #Lithium price outlook and more! $PLL $MIN Video👉 Teaser👇

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Keith Phillips

@PLLKeith

1 year

$PLL welcomes #LGChem as a shareholder in @PiedmontLithium . We’re pleased to partner w/ #LGChem to supply #lithium produced in North America that will meet the requirements of the #IRA . We look forward to working together as #NAL comes online.

Piedmont Lithium and LG Chem Sign Equity Investment and Binding Offtake Agreements - Piedmont...

LG Chem investing $75 million to acquire Piedmont Lithium common shares Piedmont to supply LG Chem with 200,000 metric tons of spodumene concentrate over four years Agreements illustrate the benefits...

piedmontlithium.com

Piedmont Lithium

@PiedmontLithium

1 year

#LGChem signs $75 MM equity investment in $PLL & binding offtake for 200,000 MT of spodumene concentrate from #NAL . The agreements illustrate the #IRA benefits with NA critical minerals supporting the development of a U.S. #battery supply chain.

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Keith Phillips

@PLLKeith

1 year

An exciting day for $PLL & $SYA as #NAL successfully restarts production, adding a major new source of spodumene concentrate to the market. Commissioning completed on time & on budget w/first commercial shipments targeted for Q3. #Lithium #EnergySecurity

Sayona Mining and Piedmont Lithium Announce Successful Restart of North American Lithium - Piedmont...

Commissioning of Quebec project was completed on time and on budget Commercial operations commenced with deliveries to Port of Quebec City ongoing First commercial shipments to customers targeted for...

piedmontlithium.com

Piedmont Lithium

@PiedmontLithium

1 year

Commissioning of #NAL completed on time & on budget, marking successful restart of spod. con. production & a key milestone for $PLL & $SYA. Deliveries to Port of Quebec City ongoing w/first commercial shipments to customers targeted for Q3. #Lithium

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Keith Phillips

@PLLKeith

8 months

Outstanding news. Well done, and congratulations!

Atlantic Lithium

@AtlanticLithium

8 months

We are pleased to announce that the Minerals Income Investment Fund of Ghana has agreed to invest US$32.9m in Atlantic Lithium to support the development of the Ewoyaa Lithium Project. Full announcement: #ALL #A11 $A11 $ALLIF #Lithium #Ghana #Mining

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Keith Phillips

@PLLKeith

2 years

These auctions by are the antidote to the perceived opacity of pricing in lithium markets. A public service by @PilbaraMinerals

Haplo

@HC_Haplo

2 years

$PLS Results of BMX Auction: ~US$7,012/dmt (SC6.0, CIF China basis).

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Keith Phillips

@PLLKeith

2 years

For the US to secure its #EV future, we must make significant investments to create a domestic supply chain. For the next decade the challenge will be raw #lithium , so I applaud the recent legislation aimed at tackling this issue head on. $PLL #battchat

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Keith Phillips

@PLLKeith

2 years

@seanmmitchell I've had my Tesla Model 3 for almost 4 years - total maintenance spend $56.00 for a tire rotation and cabin air filter - people saying EVs are more expensive struggle with arithmetic

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Keith Phillips

@PLLKeith

9 months

First shipments from #NAL mark a pivotal period for $PLL & $SYA. #PLL has been focused on developing a supply of crucial #lithium resources. Excited to generate revenue & cash flow w/IRA-qualified resources for the #NA #EV & #battery market.

Piedmont Lithium Announces First Commercial Shipments from North American Lithium - Piedmont Lithium

Q3 customer deliveries to generate 2023 revenue and cash flow for Piedmont Lithium BELMONT, North Carolina, August 2, 2023 – Piedmont Lithium (“Piedmont” or the “Company,”) (Nasdaq: PLL; ASX: PLL),...

piedmontlithium.com

Piedmont Lithium

@PiedmontLithium

9 months

$PLL announces first commercial shipments from North American #Lithium , w/Q3 customer deliveries expected to generate 2023 revenue & cash flow for #PLL as company transitions from a developer to a lithium producer. #EnergySecurity

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Keith Phillips

@PLLKeith

2 years

Glad to share some perspective on the #GoldmanSachs report yesterday on @FoxBusiness with @MorningsMaria . Happy to see the bounce back in the lithium market today. $PLL

Piedmont Lithium

@PiedmontLithium

2 years

CEO Keith Philips joined @FoxBusiness today to share his belief that #lithium prices will be historically high for the next decade, and that it will take some time for the supply to catch up to demand due to the growing #EV and #batteries markets. Watch:

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Keith Phillips

@PLLKeith

9 months

Pleased to help advance the Ewoyaa #Lithium Project w/our partners at @AtlanticLithium . $PLL’s support furthers our strategy to secure feedstock for #LiOH conversion in #Tennessee . #EnergySecurity

Piedmont Lithium Plans Development Funding for Ewoyaa - Piedmont Lithium

Company exercises option to acquire 22.5% stake in Atlantic Lithium’s flagship project BELMONT, North Carolina, August 17, 2023 – Piedmont Lithium (“Piedmont” or the “Company”) (Nasdaq: PLL; ASX: P...

piedmontlithium.com

Piedmont Lithium

@PiedmontLithium

9 months

$PLL plans development funding for Ewoyaa, exercising option to increase stake in @AtlanticLithium ’s flagship op. & furthering strategy to secure feedstock for #TN #Lithium . Staged investment agreement to earn 50% interest in $ALL’s Ghana portfolio.

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Keith Phillips

@PLLKeith

2 years

Near term. @SayonaMining @AtlanticLithium @PiedmontLithium

Shaun

@asxmoneymaker

2 years

Any current/near term #lithium producers? $PLS $SYA $AKE $MIN $IGO $ASN $AGY #GL1 $CXO $LTR

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Keith Phillips

@PLLKeith

2 years

@gazbro091 @SayonaMining @Cdn_Mining_Jrnl 119Mt … in the best located … most advanced … lithium project in Quebed. If the market wasn’t impressed they aren’t paying attention

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Keith Phillips

@PLLKeith

2 years

Congratulations to the folks at @LiventCorp and @AlbemarleCorp for their outstanding quarters. These two industry leaders are closely watched, and their guidance for the remainder of 2022 is further evidence that the #lithiumdecade is truly underway.

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Keith Phillips

@PLLKeith

1 year

. @PiedmontLithium is working on stacking up milestones in Q2: #NAL spod DFS, Tennessee #Lithium DFS, #NAL carbonate PFS, and #Ewoyaa DFS, with permitting progressing for #Ewoyaa , #TennesseeLithium & #CarolinaLithium . Q3 = #NAL first shipments = $PLL revenue generation.

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Keith Phillips

@PLLKeith

1 year

Congrats to the Sayona Quebec team - onward to first production! @SayonaMining @PiedmontLithium

SayonaMining

@SayonaMining

1 year

#ASX announcement: Final permit awarded for NAL restart $SYA $SYAXF #lithium #Quebec #EV #ESG #cleantech #cleanenergy

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Keith Phillips

@PLLKeith

2 years

Indeed great news for near term spodumene producers including #NorthAmericanLithium targeting first production by @SayonaMining and @PiedmontLithium in H1 2023

Tremendo

@cjwilson63

2 years

The sky is the limit for near term lithium producers. $PLS is the hard rock barometer and will pull up the share prices of @PiedmontLithium and @SayonaMining $PLS 27th largest Aus Coy by mkt cap. Potential to go into top 20! Unbelievable!

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Keith Phillips

@PLLKeith

1 month

NAL is the single-biggest lithium producer in North America, full stop. Ramp-up continuing. @SayonaMining @PiedmontLithium

sachzev

@sachzaus

1 month

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

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Keith Phillips

@PLLKeith

1 year

$SYA confirms positive DFS for our jointly-owned #NAL & an increased resource at its 60%-owned Moblan. @PiedmontLithium is pleased with our position as @SayonaMining ’s largest shareholder & as a partner in the Abitibi Hub #lithium projects. $PLL

Piedmont Lithium Partner Sayona Announces Positive NAL DFS And Increased Resource at Moblan -...

Belmont, North Carolina, April 18, 2023 – Piedmont Lithium Inc. (“Piedmont” or the “Company”) (Nasdaq:PLL; ASX:PLL), a leading global developer of lithium resources, today announced that the Compan...

piedmontlithium.com

Piedmont Lithium

@PiedmontLithium

1 year

$PLL partner $SYA announces DFS for North American #Lithium , confirming positive economics in advance of first commercial shipments, & an increased resource at its 60%-owned Moblan, making the project one of NA’s most significant spodumene ore bodies.

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Keith Phillips

@PLLKeith

1 year

They 'delayed' things by one year - they are forecasting an SC6 price of $800(!) in 2024...that is 14 months away...and would be a 90% fall from current spot pricing. DYOR but I suspect we'll see another 'delay' from GS sometime in 2023. #lithium #strongerforlonger

Simon Moores

@sdmoores

1 year

Goldman Sachs Nov 2022: Lithium’s delayed decline A change in tune and analysis since the June misjudgement, which moves lithium in their models from surplus into 84,000 tonne deficit.

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Keith Phillips

@PLLKeith

4 years

Great slide from @PilbaraMinerals using data from @benchmarkmin to demonstrate the strong future demand for lithium hydroxide.

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Keith Phillips

@PLLKeith

1 year

Comments re. the onshoring of critical material supply are spot on from @SenatorMitt . @PiedmontLithium is here to help.

Senator Mitt Romney

@SenatorRomney

1 year

The critical minerals required for batteries & solar panels largely come from China because we’re not mining enough here at home. We cannot afford for the CCP to be the global leader in energy production—we need a strategy for how we will lead the world in the new energy economy.

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Keith Phillips

@PLLKeith

17 days

Good to see Fastmarkets spodumene prices ticking higher.

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Keith Phillips

@PLLKeith

2 years

A huge week. Great job by the team. Now off to Asia to update prospective customers. @PiedmontLithium

Piedmont Lithium

@PiedmontLithium

2 years

It's electric! In the past week @PiedmontLithium : • Rang the @NasdaqExchange Closing bell • Opened our headquarters in Belmont, NC • Announced Tennessee Lithium project in Etowah, TN We are 3 steps closer in our efforts to become a leading producer of #lithium hydroxide.

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Keith Phillips

@PLLKeith

8 months

Great being at #ADU2023 in Perth with the team at @AtlanticLithium and senior representatives of the Ghanaian government and Sovereign Wealth Fund. @PiedmontLithium is thrilled to be partnered with you.

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Keith Phillips

@PLLKeith

2 years

@buzookka @YahooFinance @Nasdaq @SayonaMining @AtlanticLithium @PiedmontLithium Brett and team are doing great. @SayonaMining stock up 30x in last two years

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Keith Phillips

@PLLKeith

2 years

The U.S. government is putting investment dollars behind its policies to support #EnergyInependence and national security, and we are grateful to be selected to help spur critical, domestic development of the #EV battery supply chain. #lithium #EnergySecurity $PLL

Piedmont Lithium

@PiedmontLithium

2 years

@POTUS announced today that $PLL has been selected for a $141.7M grant to produce battery-grade #lithium at our planned Tennessee Lithium project and support America’s #EnergyIndependence .

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Keith Phillips

@PLLKeith

2 years

And a 3rd project by 2025, albeit not fully funded. LHP-2 (lithium hydroxide plant 2), soon to be rechristened to reflect its location in the southeast USA. This will be the largest lithium plant ever built in North America, with more to follow. @PiedmontLithium #LHP2

Howard Klein

@LithiumIonBull

2 years

Plain vaniLLa #shortsqueeze on #InflationReductionAct VERY FEW #lithium developers can produce by 2025 & are fully funded. $PLL has TWO such projects @SayonaMining @AtlanticLithium . #relativevalue to $SGML $CXO.AX #spodumenesoftware #HigherLove Not advice DYOR

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Keith Phillips

@PLLKeith

2 years

Common sense from Reg, as usual

Jason

@JasonInAU

2 years

Canaccord, we trust. @SayonaMining $SYA $SYAXF

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Keith Phillips

@PLLKeith

2 years

Always great to speak with the @washingtonpost to discuss #PiedmontLithium and the need to invest in #lithium extraction to ensure domestic supply chain resilience and that the United States is a leader in the #EV revolution. $PLL

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Keith Phillips

@PLLKeith

6 months

TY @KellyCNBC for the opp. to highlight $PLL’s strong gross margins in a challenging #lithium price environment. Investments in high quality assets & low-cost upstream producers combined w/ world-class downstream projects = good assets, good locations, & good cost positions.

The Exchange

@CNBCTheExchange

6 months

Lithium producer @PiedmontLithium became a revenue-generating company in Q3, despite lithium prices dropping 43% in the quarter. CEO Keith Phillips says he is bullish on the metal despite slowing EV demand, calling adoption an "unstoppable trend."

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Keith Phillips

@PLLKeith

2 years

Great outcome for PLS and the entire spodumene sector. Very pleased to have exposure to over 500,000tpy SC6 supply via #CarolinaLithium and JVs with @SayonaMining and @AtlanticLithium #strongerforlonger @PiedmontLithium

Peter Hannah

@PHmetals

2 years

Latest @PilbaraMinerals #spodumene auction has closed today with a highest bid of $6,988/t - SC5.5 basis, Fob Port Hedland, Oct 20th to Nov 20th delivery. Up 10% from previous $6,350 on Aug 3. $PLS #lithium

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Keith Phillips

@PLLKeith

2 years

When they start with a 2022 estimate of $2,235 you know they are far off. I'll take the over.

Haplo

@HC_Haplo

2 years

Lithium spodumene to ease to US$1,800 by 2024: Office of the Chief Economist

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Keith Phillips

@PLLKeith

6 months

Excellent drill results at $PLL’s jointly owned #NAL w/ some intercepts at thicker & higher grades than previously encountered, underscoring the importance of the project – North #America ’s largest operating #lithium mine. $SYA #EnergySecurity

High-Grade North American Lithium Drill Results Show Potential for Mineral Resource Upgrade -...

Download a PDF Copy BELMONT, North Carolina, November 2, 2023 – Piedmont Lithium (“Piedmont” or the “Company”) (Nasdaq: PLL; ASX: PLL), a leading global supplier of lithium resources critical to the...

piedmontlithium.com

Piedmont Lithium

@PiedmontLithium

6 months

Initial drill results at $PLL’s jointly owned #NAL identified multiple, thick, high-grade spodumene-bearing pegmatites, showing potential for #mineral resource upgrade & #mine life extension at North America’s largest operating #lithium mine. $SYA

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Keith Phillips

@PLLKeith

8 months

Significant news for @PiedmontLithium with receipt of $31.6 million partial prepayment for our first $PLL shipment of #lithium concentrate from #NAL . Cash position strong; NAL ramp up going well; full 2023 offtake allocation of 56,500 dmt expected. #PLL

Piedmont Lithium Receives Partial Prepayment For Inaugural Shipment Under NAL Offtake Agreement -...

Download a PDF Copy BELMONT, North Carolina, August 29, 2023 – Piedmont Lithium (“Piedmont” or the “Company”) (Nasdaq: PLL; ASX: PLL), a leading global supplier of lithium resources critical to the...

piedmontlithium.com

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Keith Phillips

@PLLKeith

2 years

THAT is the $64,000 question. Hayden is a first-rate analyst, but basic economics suggests growing deficits should lead to higher prices. Furthermore, the idea that we'll return to equilibrium by 2030 seems wishful thinking.

Split Fusion

@splitf

2 years

@LithiumIonBull Is there a reason that as the deficit gets greater the price starts coming down?

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Keith Phillips

@PLLKeith

2 years

$PLS is a great ambassador for all things spodumene. They have a great future as an independent industry leader, but if I were Rio Tinto or BHP or Glencore or Anglo I would be all over that business!

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Keith Phillips

@PLLKeith

1 year

Welcome to Tennessee @LGChemESS

Tennessean

@Tennessean

1 year

Tennessee Gov. Bill Lee: "What we’re announcing today will change the lives of Tennesseans" LG Chem plans to spend $3 billion to develop a cathode materials plant for electric vehicle batteries.

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Keith Phillips

@PLLKeith

2 years

higher for longer - control of mineral resources will be key for the next decade

Howard Klein

@LithiumIonBull

2 years

>$7,000 #spodumene Get used to it #softwaremargins #moneyprinting #lithium 🐂 👍 $PLS.AX

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Keith Phillips

@PLLKeith

1 year

Great to go back to AUS & speak w/ @SmallCapsASX . $PLL started with a vision in '16. We are entering '23 with revenue around the corner, 4 projects in development & #Nasdaq : $PLL & #ASX : $PLL listings. Bullish and ready for near term #lithium production.

Piedmont Lithium nears first spodumene from North American Lithium...

Piedmont Lithium (ASX: PLL) (NASDAQ: PLL) president and chief executive officer Keith Phillips joins Small Caps to discuss the latest progress made at the co...

www.youtube.com

Piedmont Lithium

@PiedmontLithium

1 year

CEO @PLLKeith on @SmallCapsASX shares his bullish #lithium outlook and $PLL’s plans to help supply the growing demand for this critical #battery metal. First production and commercial shipments are expected in the near term at #NAL .

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Keith Phillips

@PLLKeith

8 months

Great news for $PLL and our partner @AtlanticLithium as @MineralsFundGH agrees to invest in #Ewoyaa . Thank you, MIIF, for your support as an equity partner in this important #lithium development & core project in @PiedmontLithium ’s global portfolio.

Ghana Sovereign Wealth Fund to Invest in Ewoyaa Project - Piedmont Lithium

Download a PDF Copy BELMONT, North Carolina, September 11, 2023 – Piedmont Lithium (“Piedmont” or the “Company”) (Nasdaq: PLL; ASX: PLL), a leading global supplier of lithium resources critical to...

piedmontlithium.com

Piedmont Lithium

@PiedmontLithium

8 months

$PLL Announcement: @MineralsFundGH to invest in #Ewoyaa – an endorsement of the hard-rock #lithium project w/ investment & ongoing contributions by MIIF to reduce CAPEX equally for #PLL & #ALL as mining lease discussions continue to advance.

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Keith Phillips

@PLLKeith

2 years

Howard thank you for all your support over the years. We wouldn't be here without you!

Howard Klein

@LithiumIonBull

2 years

THANK YOU ⁦ @PiedmontLithium ⁩ for fantastic celebration & shared memories. Been a great journey from $10m to $1B over 6 yrs & a joy to watch #lithium outsider @PLLKeith ⁩ build an ‘A Team’ poised to rock from ⁦$PLS.AX $MIN.AX⁩ song sheet Growin’ Up… $PLL

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Keith Phillips

@PLLKeith

2 years

Great piece from @LithiumIonBull , @RodneyHooper13 and @mattfernley

Howard Klein

@LithiumIonBull

2 years

*NEW VODCAST* E49: How High Can #Lithium Prices Go? With Matt Fernley @ReviewBattery Full Video 👉 Teaser👇

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Keith Phillips

@PLLKeith

2 years

Great results. Fantastic work by the whole team at @AtlanticLithium

Atlantic Lithium

@AtlanticLithium

2 years

Atlantic Lithium - Exploration Update High-Grade and Broad Drill Intersections Ewoyaa Lithium Project Ghana, West Africa #ALL $ALLIF #Lithium #Ghana

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Keith Phillips

@PLLKeith

18 days

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

Piedmont Lithium Receives Mining Permit Approval for Carolina Lithium - Piedmont Lithium

Download a PDF Copy BELMONT, North Carolina, April 15, 2024 – Piedmont Lithium (“Piedmont” or the “Company”) (Nasdaq: PLL; ASX: PLL), a leading North American supplier of lithium products critical to...

piedmontlithium.com

Piedmont Lithium

@PiedmontLithium

19 days

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.

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Keith Phillips

@PLLKeith

4 years

@JonErlichman EVs are cool, but returning a rocket from space is next dimension.

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Keith Phillips

@PLLKeith

1 year

‘Rivers of lithium cash’

Quintup Capital

@QuintupCapital

1 year

Wow! Exciting possibilities!! “Sniffs of Patriot and Liontown in Pilbara M&A chatter” $PLS $LTR $PMT

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Keith Phillips

@PLLKeith

1 year

@paola_rojas Well done. I don't think GS and CS intentions are sinister...I just think they are have drawn the wrong conclusions from market signals. No one can be certain, but I suspect most 'supply' will be delayed and 'demand' will continue to exceed expectations, ergo #strongerforlonger

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Keith Phillips

@PLLKeith

2 months

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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Keith Phillips

@PLLKeith

1 year

Precisely. CATL’s discounted battery prices should drive cell and EV demand higher, resulting in more lithium demand, resulting in … DYOR

Peter Hannah

@PHmetals

1 year

#CATL has not broken the 1st law of thermodynamics. No new #lithium has been created or destroyed with its 200 yuan/t pass-through deals.

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Keith Phillips

@PLLKeith

6 months

Q3 2023 has been transformational – $PLL has transitioned from a developer to a #lithium supplier & generated our first #revenue w/an exciting development pipeline, strong balance sheet & disciplined funding approach. Huge milestones w/Q3 earnings release.

Piedmont Lithium Reports Third Quarter 2023 Results - Piedmont Lithium

Download a PDF Copy Inaugural Revenue and Profit Recorded on Commencement of Lithium Concentrate Shipments BELMONT, North Carolina, November 7, 2023 – Piedmont Lithium (“Piedmont” or the “Company”)...

piedmontlithium.com

Piedmont Lithium

@PiedmontLithium

6 months

$PLL records inaugural #revenue & profit on commencement of #lithium concentrate shipments in Q3 2023 results, achieving strong gross margins & positive earnings per share, despite a difficult lithium price environment. #PLL

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Keith Phillips

@PLLKeith

11 months

Congratulations $PLL COO @Patrick_at_PLL on joining the Board of @AtlanticLithium . I look forward to our trip to #Ghana next week. #Ewoyaa #Lithium $A11 @PiedmontLithium

Piedmont Lithium

@PiedmontLithium

11 months

$PLL COO @Patrick_at_PLL is appointed to the @AtlanticLithium Board, strengthening our partnership w/$A11 & adding key global #mining & mineral leadership expertise to further support the targeted dev. of Ghana’s first #lithium mine. #Ewoyaa

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Keith Phillips

@PLLKeith

2 years

@sdmoores @benchmarkmin For the record, at a dinner I shared with him in November 2019, @sdmoores predicted prices would exceed $40,000 at the next peak. A bold prediction at the time, my guess is there are higher highs still to come

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Keith Phillips

@PLLKeith

6 months

Great to speak again w/David Westin on @Bloomberg TV on $PLL’s first earnings milestone & the #lithium #battery landscape. China is the biggest #EV market by far, but the U.S. is taking on a much more imp. role – critical for our #NA #lithium production plans.

Bloomberg TV

@BloombergTV

6 months

Piedmont Lithium President and CEO Keith Phillips discusses lithium prices and the future demand for electric vehicles. Watch "Wall Street Week" Fridays at 6p ET

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Keith Phillips

@PLLKeith

2 years

More great results from @AtlanticLithium Congrats to the whole team as #ALL . Looking forward to your listing on the @ASX

Piedmont Lithium

@PiedmontLithium

2 years

Exciting news from our valued partners @AtlanticLithium who revealed positive drilling results from their flagship Ewoyaa lithium project. #ALL is striving to deliver Ghana’s first #lithium mine which will serve a critical role in the #EV revolution.

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Keith Phillips

@PLLKeith

1 year

@JasonMaximus1 Agree...question is 'who will ship SC6 first?' - $CXO or $SYA at the #NAL plant. @PiedmontLithium happy to be partnered with @SayonaMining

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Keith Phillips

@PLLKeith

2 years

100% @KenBPilbara . For the next several years, 'it's all about the resource'

Ken Brinsden

@KenBPatriot

2 years

@D_Jimenez_Sch @PilbaraMinerals If the chemicals price goes up, so does the spod price. Any margin available is flowing upstream, because it’s the raw materials that are in short supply, not the conversion capacity. That’s the beauty in Pilbara’s business today.

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Keith Phillips

@PLLKeith

2 years

Great to see major trading houses entering the #lithium space. Lithium markets are evolving rapidly and increased pricing transparency will benefit all, including developers like @PiedmontLithium

Bloomberg

@business

2 years

Commodity traders seeking new markets to profit from are turning their attention to lithium, as surging demand shakes up the way the battery metal is bought and sold

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Keith Phillips

@PLLKeith

8 months

A great conversation w/ Jess Holland of @SmallCapsASX about $PLL as an #American #lithium business w/ a global portfolio strategically focused on supplying the #US #battery & #EV supply chains. Thank you, Jess, for the opportunity. #PLL #BattChat

Piedmont Lithium's strategy for US dominance and revolutionising...

Piedmont Lithium (ASX: PLL) (NASDAQ: PLL) president and chief executive officer Keith Phillips joins Small Caps to discuss the latest progress made at the co...

www.youtube.com

Piedmont Lithium

@PiedmontLithium

8 months

“We’re an #American company w/[a portfolio that includes] a producing #spodumene mine & a pipeline of spodumene & downstream projects to come,” $PLL CEO @PLLKeith tells @SmallCapsASX on our jointly owned #NAL & global portfolio to supply #lithium resources.

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Keith Phillips

@PLLKeith

1 year

great dinner with the crew! @AtlanticLithium @PiedmontLithium @LithiumIonBull

Howard Klein

@LithiumIonBull

1 year

Any resource upside @AtlanticLithium @KolffLen ? En route to dinner with the BOSS @PLLKeith @PiedmontLithium @ALLTheChairman @AmandaHarsas $A11.AX $ALL.L $ALLIF $PLL

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Keith Phillips

@PLLKeith

2 years

Agree $PLS have been an industry leader with their #BMX auctions bringing much needed transparency to lithium markets. #StrongerforLonger

Lithium Boom

@lithiumboom

2 years

@lotiongang1 @MarketIndexAU @agroasx $PLS have been single-handedly creating the open market price for well over a year now with the #BMXAuction which has proved to be the marker for spot pricing.

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Keith Phillips

@PLLKeith

9 months

$PLL now holds all material permits required to commence construction of #Tennessee #Lithium , targeted for 2024. As U.S. #LiOH demand soars, this plant will be key in the domestic effort to reduce reliance on foreign nations for #lithium processing.

Piedmont Lithium’s Tennessee Project Receives Final Permit Required to Advance to Construction -...

Tennessee Lithium to provide IRA-qualified lithium hydroxide to growing U.S. market BELMONT, North Carolina, July 27, 2023 – Piedmont Lithium (“Piedmont” or the “Company”) (Nasdaq: PLL; ASX: PLL),...

piedmontlithium.com

Piedmont Lithium

@PiedmontLithium

9 months

$PLL’s #Tennessee Lithium project receives final material permit required to advance to construction, marking an important step in #PLL ’s efforts to provide #IRA qualified #lithium hydroxide to the growing U.S. #EV & #battery market. #USEnergySecurity

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Keith Phillips

@PLLKeith

1 year

Always a pleasure speaking with @BNNBloomberg . Thank you @JacquelineBNNB for the opp. to share $PLL’s plans for first prod. at #NAL , our supply to #EV leader @Tesla & other activities underway to contribute to the U.S. #EV #battery supply chain.

Everyone in the battery supply chain is anxious for supplies of lithium from North America: CEO

Keith Phillips, president and CEO at Piedmont Lithium, joins BNN Bloomberg to discuss an amended deal with Tesla to supply the automaker with lithium from North America, including Quebec-produced...

www.bnnbloomberg.ca

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Keith Phillips

@PLLKeith

2 years

Great thread @sdmoores

Simon Moores

@sdmoores

2 years

Benchmark Lithium prices - Battery Grade, EXW China @benchmarkmin Nov 2018 $11,875 Nov 2019 $7,950 Nov 2020 $6,100 Today $30,025 Structural shortage is set to hit in 2022. Lithium carbonate prices are at all time highs but easy to see them soar above $40k in 2022

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Keith Phillips

@PLLKeith

1 year

Thank you, James Connor and @BloorStreetCap , for the opportunity share how $PLL is charging ahead to become a leading producer of #lithium hydroxide for the NA #battery supply chain. #EV #EnergySecurity

Piedmont Lithium

@PiedmontLithium

1 year

CEO @PLLKeith at @BloorStreetCap 's Virtual EV/Battery Metals Conf. discusses the future of #NAL , domestic #CarolinaLithium & #TennesseeLithium projects, how the #IRA could benefit $PLL and the industry, & more:

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Keith Phillips

@PLLKeith

3 years

@Toro_AIM Ewoyaa is a special asset with great upside. @PiedmontLithium is proud to be partnered in Ghana with the strong team at @aim_irr

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Keith Phillips

@PLLKeith

2 months

Continued good results at #Ewoyaa . Great job by the team at @AtlanticLithium

Atlantic Lithium

@AtlanticLithium

2 months

The Company is pleased to announce the final results from drilling completed at the Ewoyaa Lithium Project in 2023, which are from the new Dog-Leg target outside of the current MRE, which includes a highlight intersection of 69m at 1.25% Li2O from 45m. Full announcement here:…

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Keith Phillips

@PLLKeith

2 months

Great to see PLS transacting in the auction market again, and good to see some positive pricing momentum. #LeveragetoLithiumPrices

Rodney Hooper

@RodneyHooper13

2 months

Pre auction sale of SC5.5 by @PilbaraMinerals at US$1,200/t SC6 ($1,106/t SC5.5). Pre auction price in line with domestic China spot price for the same grade. Good for the buyer as futures on the GFEX are in contango. Dec 24 carbonate futures are trading at around $16,900/t so…

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Keith Phillips

@PLLKeith

1 year

2/2 The right way to interpret the conflicting actions between (say) GS research and GS asset mgt is that the asset mgt folks disagree with their firm's research. This. Happens. All. The. Time. and it is entirely legit and frankly supports the bullish view...

Keith Phillips

@PLLKeith

1 year

GS et. al. are large institutions with different groups playing different roles. Some do research, some do banking, some do investing. I spent 30 years at firms like these on Wall Street - Chinese Walls exist and they are tall! 1/2

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Keith Phillips

@PLLKeith

2 years

@SayonaMining Thank you @SayonaMining great times ahead for both of us and our partnership in the #Abitibi

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Keith Phillips

@PLLKeith

2 years

@_H00PZ_ Interesting. One of the challenges with such a spreadsheet is to capture the 'value' multi-asset companies have...i.e. SYA has 60% of Moblan...PLL has 25% of SYQ and is earning 50% of A11's Ghana portfolio, plus has shares in SYA and A11 that effectively reduce PLL's EV

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Keith Phillips

@PLLKeith

2 years

You had me at '40 times'. By my math that is > 20% CAGR over 20 years. Lithium is different from most other critical minerals in that we are starting from a small base and % growth will be unprecedented. @PiedmontLithium

Jay

@LithiumJW

2 years

Lithium demand is expected to increase by 40 times from today's demand by 2040. I think the current LCE price rise is just the beginning, watch this space Investors! I am buying and holding more of my favorites Lithium stock $LKE @lake_resources

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Keith Phillips

@PLLKeith

2 years

Great work from Hayden and the Macquarie team. I think too conservative in the longer run, but this is the most sensible 5-year forecast I've seen from the sellside. #higherforlonger

Howard Klein

@LithiumIonBull

2 years

Is Macquarie reading my tweets? New forecasts for '23, '24, '25, '26, '27: #Carbonate ($kt) 56, 51, 46, 36, 25 #Hydroxide ($kt) 60, 58, 50, 39.5, 27.5 #Spodumene ($t) 4,525, 4,200, 3,525, 2,725, 1,850 #strongerforlonger #lithium 🐂

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Keith Phillips

@PLLKeith

3 months

TY @YahooFinance . While the #lithium market has been challenging for many developers, the #EV growth fundamentals are strong & we are judiciously & strategically positioning $PLL for the long term & the recovery in the market we anticipate. #PLL

Piedmont Lithium

@PiedmontLithium

3 months

. @PLLKeith on @YahooFinance with @ines_ferre and @allie_canal as he shares how $PLL is strategically positioning for the long term: “[ #EV ] demand grew dramatically last year…another [ #lithium ] supply crunch is a matter of time in my view.”

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Keith Phillips

@PLLKeith

2 years

@Brady1204933030 Agree. The disconnect between lithium equities and lithium prices vs. other commodity equities/prices is acute. The market still learning about lithium, and if lithium prices remain strong then equities should follow. #DYOR

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Keith Phillips

@PLLKeith

2 years

As Neils Bohr said, 'prediction is very difficult, especially about the future.' Kudos to Joe for 'putting it out there' and being the first to respect the laws of economics...showing prices rising in the future in the face of demand growth outstripping supply growth

Joe Lowry

@globallithium

2 years

My latest BQ Lithium Carbonate Price Forecast to 2027 and brief commentary is available at

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Keith Phillips

@PLLKeith

1 year

GS et. al. are large institutions with different groups playing different roles. Some do research, some do banking, some do investing. I spent 30 years at firms like these on Wall Street - Chinese Walls exist and they are tall! 1/2

Keith Phillips

@PLLKeith

1 year

@paola_rojas Well done. I don't think GS and CS intentions are sinister...I just think they are have drawn the wrong conclusions from market signals. No one can be certain, but I suspect most 'supply' will be delayed and 'demand' will continue to exceed expectations, ergo #strongerforlonger

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Keith Phillips

@PLLKeith

2 years

Everyone at @PiedmontLithium is thrilled to welcome Nick, Erin and others to our growing team. We are building a world-class #LiOH business and successful execution will depend on attracting A-players like these.

Piedmont Lithium

@PiedmontLithium

2 years

Excited to announce the $PLL team continues to grow w/ Nick Fouche, a @RioTinto veteran w/ a global resume, joining as Senior VP of Capital Projects, and Erin Sanders @erinsand5 , an #awardwinning comms strategist, joining as VP of Corporate Communications.

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Keith Phillips

@PLLKeith

2 years

Very true. We modeled LHP-2 as a merchant plant. The economics of our spodumene interests in Ghana and Canada are separate and additive … and at $1200 SC6 are potentially substantial!

Chansaly Ker

@chansalyker

2 years

@LithiumIonBull @PiedmontLithium @PLLKeith And $1200per tonne market price @PiedmontLithium used for $ALL.L SC6, significantly above @AtlanticLithium Scoping Study economics. And $PLL project and parent company interest for $ALL.L not part of PEA 🤯 🚀

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