Ken Brinsden retweeted
We would like to thank @LithiumIonBull and @matt_fernley for hosting our CEO @KenBPMET for an interview on the @RKEquityRocks ! It was a great overview of the project history, and the upcoming study updates coming in Q4 2026.
$PMET.TO $PMT $PMT.AX
youtu.be/8O1_dORrEls?si=c2OW…
Thank to the RockStock team. Great to be with you. Lithium legend is a stretch!
Ken Brinsden helped take Pilbara Minerals from A$200M to a multi-billion-dollar lithium producer.
Now he sees even greater potential at @PMET_Resources.
We discuss his lithium outlook, project economics, and the potential upside from cesium and tantalum.
(00:00:00) Ken Brinsden and $PMET: Who and Why
(00:06:51) Why Ken Left Retirement for PMET
(00:12:11) Why Ken Is Still a Lithium Bull
(00:16:41) Shaakichiuwaanaan's Scale and Giant Crystals
(00:20:51) Is Haul Distance Really a Problem?
(00:26:01) Cheap Hydro-Québec Power Advantage
(00:29:14) Going Underground First at Nova Zone
(00:35:17) Tantalum Co-Product Edge Over Australia
(00:42:00) The World's Largest Cesium Discovery
(00:45:33) Where Quebec Permitting Stands
(00:48:39) Why the Market Undervalues PMET
(00:52:19) Financing Shaakichiuwaanaan: Strategics and Governments
(00:56:45) Recutting the Lithium Supply Chain
(01:01:14) Can Quebec Make Carbonate Competitively?
Ken Brinsden retweeted
WHY DOES CAESIUM SCALE MATTER?
Caesium formate is used in high-pressure, high-temperature offshore drilling.
Limited global supply has constrained wider adoption.
Shaakichiuwaanaan could help diversify supply and enable new markets, supporting greater energy security.
Ken Brinsden retweeted
CAESIUM: Bigger AND higher grade.
Contained Cs₂O: +55% to 110,600 tonnes
Resource grade: +31%
Resource tonnage: +18%
Indicated: 1.84 Mt @ 4.40% Cs₂O
Inferred: 0.98 Mt @ 3.00% Cs₂O
Includes the newly estimated Helios Zone at CV13.
Ken Brinsden retweeted
PMET has signed an LOI with the City of Matagami to advance planned spodumene concentrate transshipment from truck to rail.
Another tangible step in building the logistics chain needed to move Shaakichiuwaanaan concentrate to market ahead of FID.
Full Release here: pmet.ca/news/pmet-signs-lett…
$PMET.TO $PMT $PMT.AX
Ken Brinsden retweeted
Shaakichiuwaanaan has the geology — and the infrastructure.
Recent site visit attendees had the chance to see first-hand the many key advantages of Shaakichiuwaanaan. To name a few:
⚡ Proximity to LG4 hydro power
🛣️ 21 km site access road connecting to the regional road/rail network
🏕️ Camp already built
⛏️ World-class scale and grade across lithium, caesium and tantalum
@KenBPMET walks through some of the key advantages of the Project.
$PMET.TO $PMT $PMT.AX
Ken Brinsden retweeted
Thank you to everyone who made the trip — and especially to our site team for hosting us safely and sharing their work.
Shaakichiuwaanaan combines world-class geology with existing and proximal infrastructure in one of the world’s leading mining jurisdictions.
More work ahead, but a memorable visit. Stay tuned for more snippets of this site visit in the coming weeks...
Ken Brinsden retweeted
It would not be a Shaaki visit without visiting the core shack and seeing some stunning pieces, like hole CV25-1023 at the CV13-Vega zone, which had returned 31.2 m at 2.07% Li₂O, including 1.1 m at 7.32% Li₂O, and 18.2 m at 7.13% Cs₂O, including 3.0 m at 23.63% Cs₂O.
Ken Brinsden retweeted
The investors had the opportunity to walk both CV5 and CV13, taking in the size and scale of the property. As a reminder, CV5 is almost 5 kms long, and CV13 more than 3km! At CV13, guests were also able to see the Berry Pick program in action.
🤖 Made with AI
Ken Brinsden retweeted
After the Sunday evening, the Monday visit brought the Shaakichiuwaanaan story to life:
• LG4 hydroelectric infrastructure
• CV5 + CV13 outcrops
• Core shack and drill core
• Camp and site infrastructure
• Some exceptional spodumene and pollucite mineralization
Scale is much easier to appreciate when you see it on the ground.
Ken Brinsden retweeted
PMET has successfully completed Phase 2 caesium testwork with @KochTechnology
KTS demonstrated a processing route that could simplify and reduce the cost of producing multiple high-purity caesium chemicals from Shaakichiuwaanaan pollucite concentrate.
Next step with KTS: proof-of-concept + marketable samples.
The Li-Cs-Ta PEA remains targeted for Q4 2026 and is expected to provide the first economic evaluation of the caesium credit.
$PMET.TO $PMT.AX $PMT
Ken Brinsden retweeted
PMET was very happy to recently host some of the team members of @KochTechnology at our Shaakichiuwaanaan Project, to visit our camp, walk the outcrops and look at some of the CV13 pollucite-rich core samples (see PMET's news release dated February 3rd, 2026 which contains the assay results for these samples). This is part of our collaboration with them on the testing of value-added caesium chemicals processing and exploring both commercial and supply chain pathways aimed at maximizing the discovery's value.
$PMET.TO $PMT.AX
Ken Brinsden retweeted
If you don't currently own #lithium stocks, this might be the most important video you watch this year!
youtube.com/watch?v=gcYbkj-k…


























