Alice

Japanese Australian 🇯🇵 🇦🇺 Exploration Geologist based in WA.

[Alice @Aliceingeoland]

@bhavdip143 Please stop

[Alice @Aliceingeoland]

@EvanCranston @sparkes_dwayne Dwayne’s name constantly comes up in my office an abnormal amount of times. He’s built a cult following which I don’t necessarily think is a good thing. Did he get lithium right this time? Yes. Will he get it right next time? I doubt it.

[Alice @Aliceingeoland]

Hearing rumours out of China that there’s absolutely 0 spodumene available for sale. This is going to be interesting

[Daniel Jimenez Sch @D_Jimenez_Sch]

M&A avtivity in the lithium space is starting and will most likely going to be intense.
With few advanced stage assets and the need to secure feedstock, the resent move by Huayou acquiring a stake at the Ewoyaa project is prove of this.

[Carl Capolingua @CarlCapolingua]

#Lithium Minerals Update 7-May 🔋
>Carbonate 99.5% RMB/t
GFEX Futures 199.06k -0.2%
SMM Spot 190.5k +1.6% ✅

>Spodumene US$/t
SMM Conc. Index 2752 +0.8% ✅
SMM Aus Spot Conc. 2780 +0.9% ✅

>Hydroxide 56.5% RMB/t
SMM Spot 177.5k +1.7% ✅
$MIN $PLS $LTR $ELV $ALB $LAC $LIT $SQM

[Alice @Aliceingeoland]

@Rangoon871 @Contrarian_WA Was a complete stroke of luck also.

[Energy Transition Investor @usuallyYJLee]

$ALB is finally catching up to some of our key #lithium forecasts!
1) BESS 2030: 1200-2000GWh, we've been at 1,500GWh for two years now
2) EV 2030: 38-52% penetration. We're at 45%, with a 60% bull case.
3) 2030 LCE market: 2.8-3.6Mt LCE. Still too low. We are at 4.6Mt but at least they've raised the range.
4) THIS year market 1.8-2.2Mt LCE. Spot on with our 2Mt LCE market forecast.

[Alice @Aliceingeoland]

@bhavdip143 Better than PIM?

[Alice @Aliceingeoland]

As a Japanese female, I’m so proud of aussies for booing that welcome to country nonsense. I wish I had the confidence to boo it also.

[Alice @Aliceingeoland]

@EvanCranston @elonmusk Australia would be his best bet.

[Alice @Aliceingeoland]

@yycnimei @KenBPMET How many more years now?

[Alice @Aliceingeoland]

@MarketsMercanto

[Alice @Aliceingeoland]

Current price of PIM is 4 cents. “Holy shit” is just about right…

[Bhavdip Sanghavi @bhavdip143]

🔥 $PIM – HOLY SHIT THIS PRESENTATION IS INSANE 🔥

Can’t believe I missed this yesterday…
just went through the new Pinnacle Minerals (ASX: $PIM) presentation — and wow.

This isn’t just another explorer — this looks like the next major U.S. critical minerals story on the ASX.

🇺🇸 EIGHT PROJECTS ACROSS THE U.S. – ALL STRATEGICALLY LOCATED

$PIM has just secured 8 projects —

6 in Idaho, 2 in Washington State —

covering Antimony, Gold & Silver in one of the most important critical mineral belts in North America.

The Idaho projects literally surround Perpetua Resources’ $4B Stibnite Mine, and sit along the same structural corridor as Resolution Minerals’ Horse Heaven Project.

Same rocks. Same mineralisation style. Same geological system.

This is tier-1 address ground — and the kind of acquisition that could redefine $PIM’s entire valuation.

🪙 HISTORICAL GOLD PRODUCTION & MODERN POTENTIAL

The Thunder Mountain Gold Project alone is a beast:

💥 Produced >100,000 oz gold between 1986–1992 at Coeur d’Alene’s Lightning Peak operation.

💥 Historic records show grades ranging 0.07 to 1 oz/ton — that’s up to 31 g/t Au equivalent.

💥 Lightning Peak still sits within $PIM ’ s claims, with open-pit restart potential already outlined.

The 1989–1990 mine campaigns delivered 25,000 oz Au + 30,000 oz Ag per year, and the pit had a projected reserve of 70,000 oz gold.
These are real numbers, not just theory.

🧭 ANTIMONY – THE STRATEGIC METAL THAT EVERYONE IS CHASING

Then there’s Antimony — the hidden powerhouse.
$PIM now controls multiple past-producing Sb mines in Idaho and Washington, including Smith Creek, Routson, Logan Creek, Silver Cliff, and Antimony Queen.

Many of these were major suppliers of U.S. wartime antimony — used in defence alloys, semiconductors, and energy storage.

And here’s the key:

China currently dominates over 85% of global Antimony supply — and the U.S. is scrambling for domestic sources.

$PIM’s projects sit right inside the Idaho Batholith belt, the same region that powered U.S. Antimony production through the 20th century.

With Washington’s Antimony Queen and Justice Mine also having long mining histories and existing infrastructure, the upside here is huge.

⚙️ LIGHTNING PEAK MINE RESTART POTENTIAL

The presentation confirmed that Lightning Peak Open Pit (inside PIM’s claims) was once part of Coeur d’Alene’s heap-leach operation — producing strong grades comparable to nearby Stibnite.

In 1989, it produced 17,000 oz gold + 22,000 oz silver; in 1990, 25,000 oz gold + 30,000 oz silver from just half a million tons of ore.

The pit has strong expansion potential, and it’s all within Pinnacle’s landholding.

This is the kind of de-risked, historic asset that can be revived quickly with modern exploration.

🌎 IDAHO – THE NEW HOTBED FOR CRITICAL MINERALS

Idaho is ranked #7 in the U.S. for mining investment by the Fraser Institute —

now backed by the SPEED Act (2025) to fast-track permitting and project development.

This is exactly where the U.S. Government wants new domestic Antimony and Gold supply to come from.
It’s no coincidence that Perpetua’s Stibnite Project just got a major U.S. Department of Defense funding boost — and $PIM now controls the surrounding ground.

🧠 WASHINGTON PROJECTS – ANTIMONY, GOLD, AND SILVER LEGACY

The Antimony Queen Project (since 1906) produced ~1,000 tons of stibnite ore and several hundred tons of antimony oxide.

2025 LiDAR imagery confirmed multiple historic adits and workings across the 5 km² project area.
Meanwhile, Justice Mine, part of the historic Rockefeller-backed Monte Cristo district, produced 34,000 tons of ore from gold-silver-antimony veins just 78 miles from Seattle.

These are not grassroots assets — they’re proven historic producers with access, infrastructure, and geological data ready for modern exploration.

💥 STRATEGICALLY POSITIONED – BETWEEN TWO MAJOR MINES

The map says it all:

$PIM’s Idaho assets sit right between Perpetua’s $4B Stibnite Mine and Resolution Minerals’ Horse Heaven Project ($80M mcap).

This corridor hosts identical host rocks, alteration zones, and “roof pendant” mineralisation, with massive upside for new discoveries.

That’s the same structural trend responsible for one of the largest antimony-gold systems in North America.
You don’t get ground this strategic every day.

🚀 MY TAKE

I genuinely can’t believe I missed this presentation yesterday — it’s next-level stuff.

$PIM is not a small speculative story anymore — it’s turning into a serious U.S. critical minerals player with a portfolio that rivals multi-hundred-million-cap peers.

Antimony, gold, silver, proven production history, U.S. assets, and timing that couldn’t be better given the global geopolitical climate.

8 projects..... 3 key commodities, and one clear trajectory.

💥 This is as good as it gets for a U.S. critical minerals setup on the ASX.

DYOR. Not financial advice.

[Alice @Aliceingeoland]

@BollingerBanter @ausstockchick

[Alice @Aliceingeoland]

@CarlCapolingua Don’t really see how you “nailed it”. You didn’t say its going above

[Alice @Aliceingeoland]

@bhavdip143 Is it better than PIM

[Alice @Aliceingeoland]

Is there enough room for both @moneyofminepod and @mattmichaelOG? Surely one will absorb the other?

[Alice @Aliceingeoland]

Be careful investing in gold stocks during this high, especially non-producers. Gold has sent more people broke than any other commodity. Remember, it’s always better to buy during a commodity low rather than a commodity high. Be careful…

[Alice @Aliceingeoland]

@yycnimei @moneyofminepod @TRAVmoneyofmine @RealRickRule Agree. Enough with the macro experts. Stock specifics and technical chats plz

[Alice @Aliceingeoland]

I think I’m starting to prefer @mattmichaelOG LEVRD show a tad more than the @moneyofminepod. Both good podcasts don’t get me wrong but enjoying the technical conversations @mattmichaelOG is having about specific stocks rather then macro trends.

[Alice @Aliceingeoland]

@bhavdip143 PIM?