Jamie Flegg

mining executive | part-time chef

[Pierre Poilievre @PierrePoilievre]

A new Conservative government will set up a one stop shop that will have one environmental review for one project with a one year maximum wait time.

Get government out of the way. Bring home Canadian resource production & powerful paycheques for our people.

Vote Canada First. Vote for Change. Vote Conservative: https://t.co/US1RijuSLi

[tobi lutke @tobi]

Exactly right. The only reason why Canada isn’t one of the most prosperous countries in the world is because we choose not to be.

[Jamie Flegg @jamieflegg]

@YellowLabLife Man does this ever resonate.

[Jamie Flegg @jamieflegg]

@JodyDahrouge Guessing it’s spelling vs metric.

[Jamie Flegg @jamieflegg]

Thrilled to have been elected to the Board of @CometLithium! Strategic land package of hard rock lithium exploration in Quebec with an awesome team led by @vincentmetcalfe who just recently took the helm. Summer exploration program starts now!

https://t.co/WEEQ0lXi4J

[Comet Lithium Corp. (TSXV: CLIC) @CometLithium]

Comet to Commence Intensive Field Program at Flagship Liberty Property

https://t.co/mRe5tGmk23

TSXV: $CLIC | FSE: $8QY | https://t.co/ecZDdhoBkv

#lithium #mining #Quebec #TSXV #LibertyProperty #JamesBay #TroilusEast

[Jamie Flegg @jamieflegg]

@YellowLabLife @davidfickling “PERHAPS the issue is there simply are not enough projects that make sense to build at $4 copper so…we either need major exploration success or higher copper prices OR miners must be given a materially lower cost of capital”

👆this. All of the above.

[Comet Lithium Corp. (TSXV: CLIC) @CometLithium]

Goose Hunting ending in #JamesBay.

Phase 1 Exploration program at #Liberty is ready to start!

@CometLithium & @DahrougeGeo teams are ready to go!

#Trieste Lithium Belt
#District in the making

[Paul McKinlay @pmmckinlay]

Getting the gardiner construction accelerated. Free Toronto from the 24/7 gridlock. Whether the proposed details of below are the perfect recipe I have no clue, but SOMETHING needs done.

Sign the petition: Petition: Taking Traffic Congestion Seriously! https://t.co/hRKCfjr0P7

[Dwayne Sparkes @sparkes_dwayne]

I'm still sticking to my guns that we are going to struggle to get enough lithium to support the growth of EVs and batteries.

Here's a bit of a different take that i had whilst sipping my morning coffee. I think future lithium discoveries are going to decrease significantly, more than people are anticipating. Here are my thoughts:

The easy deposits have been found and that's just enough to meet current supply/demand predictions for the short term (i still don't think lepidolite is a real long term solution).

Almost all of the discoveries that have been made within Australia have been off known pegmatites that were mapped decades ago. In fact, I've got an old book that essentially had all of these pegmatites mapped. KV, Yinnetharra, Tabba Tabba, etc. were all mapped many years ago. When the lithium boom happened, prospectors essentially pegged all of these pegmatites and tested them for lithium. Using the well known association between lithium with tin and tantalum, you could track down spodumene by using old tin and tantalum deposits. They all outcropped to surface also. The majority of these pegmatites that were mapped many years ago have now been pegged and tested.

So the easy stuff is gone. The 100 years worth of mapping WA's pegmatites has led the current wave of discoveries. What next? Going forward, we are going to need a higher rate of discoveries given the rate the EV and battery market is growing, but this time, they are going to need to come from undercover (no outcrop). They will be much harder to find. How many discoveries have been made undercover so far? Maybe 1 if you count $TG6's deposit.

I do believe hard rock lithium undercover is difficult to find. Firstly, pegmatites have no magnetic signature. Geophysics may help find faults, but they won't help you much in targeting pegmatites directly. In terms of geochemistry, lithium is extremely mobile in soils meaning it doesn't stick around making geochemistry complex. You need to target soil for pathfinders Rb, Ta, Sn, etc. given they are less mobile In soil. As far as I'm aware, zero discoveries have been made off drilling pathfinders in soil. Given the current price of Lithium, it would be difficult for companies to warrant drilling soils with just elevated pathfinders IMO. Using the K/Rb ratio to determine the fractionation of soil is good but questionable in my opinion. It's still an effective tool, but it works best when it's just done on feldspar crystals. Your soil is going to be made up of a combination of quartz, feldspar, host rock, etc. hence your ratio will end up diluted, making things more complex.

Obviously there will always be rare cases like Andover where an outcrop of pegmatite was stumbled across, but it will be rare IMO. 100 years of mapping WA pegmatites has allowed us to keep up with current supply demand. Not sure how we will continue to make these discoveries to meet demand going forwards given the rapid rate of growth in EV/batteries we are seeing!

Thanks for reading!

[Jamie Flegg @jamieflegg]

@YukonBrandon 🫡

[Comet Lithium Corp. (TSXV: CLIC) @CometLithium]

#Trieste Lithium Belt

Wowzer.

👏

[Comet Lithium Corp. (TSXV: CLIC) @CometLithium]

Looking forward to bringing @jamieflegg and Mitch Wasel on the Board of Comet.

Tremendous experience on the #Lithium, M&A, Capital Markets and exploration fronts!

$CLIC

#LibertyLithium
#TroilusEast

[Jamie Flegg @jamieflegg]

Give these guys a follow @josdelaplante @vincentmetcalfe @EvolveRoyalties. Some of the best in the biz, will be exciting to see what they build next.

[Vincent Metcalfe @vincentmetcalfe]

A new chapter begins ⏱️ !

Watch out! @josdelaplante will be leading the charge!

@EvolveRoyalties

#Copper #Lithium
#Energytransition
#Streaming

[Yellow Lab Life Capital @YellowLabLife]

If you are Canada based and what to break into the metals & mining finance industry whether just research or with ambitions of going to the buyside one day

Working for Dalton Baretto at Canaccord as his associate is some of the best training you can get

The koala rates him very highly among sellside analysts, especially in North America

And he is looking to hire an associate right now

https://t.co/MuL8xPSg4u

[Jamie Flegg @jamieflegg]

@TharsisQuad Click the link that was just sent via the mailing list. You may need to be logged into zoom.

[Junior Mining Network @JrMiningNetwork]

Sigma Lithium Ships 30,000 Tonnes Of Battery Grade Lithium And By-products; Achieves Net Zero Carbon, Operating Profitability And Premium Pricing - Junior Mining Network $SGML https://t.co/xGfGfqXRdR

[Jamie Flegg @jamieflegg]

@TharsisQuad @SigmaLithium Lots going on as always. Excited to announce first shipment this morning of our concentrate and tailings. Next shipment coming soon. Cash flow commenced!

https://t.co/OAZ17JdFpr

[Joe Lowry @globallithium]

Sigma enters the ranks of #lithium producers. $SGML becomes the first significant hard rock producer in South America. https://t.co/UeJIuCWeVj

[Jamie Flegg @jamieflegg]

We did it ✅

https://t.co/bCaTWGh3DX