Lithium raw materials specialist, Dad and Mining Engineer
Perth WA
Joined February 2012
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Ken Brinsden retweeted
[ICYMI] @PMET_Resources' President & CEO Ken Brinsden and COO Frederic Mercier-Langevin hosted a conference call with investors to discuss the outcomes of the Enhanced CV5 Lithium-Tantalum Feasibility Study.
🔗 Watch the replay here: ow.ly/8mj55105G43
$PMT
Ken Brinsden retweeted
Why go underground first?
Ken Brinsden returns to discuss @PMET_Resources' updated feasibility study: higher grades earlier, tantalum credits and broadly unchanged stage-one CAPEX.
Plus, why he’s moving to executive chair - and what comes next.
Watch below 👇
(00:00) PMET Feasibility Update
(02:37) Why PMET Is Mining Underground First
(05:15) Higher Grades Offset Underground Capital Costs
(07:22) How PMET Recovers High-Grade Tantalum
(09:45) Tantalum Demand and the Cost Advantage
(12:59) Cesium and Further Cost-Saving Opportunities
(15:35) Why PMET Chose a Smaller Plant
(18:21) Why Ken Is Changing Roles
(21:08) $PMET’s Next Drilling and Permitting Catalysts
Ken Brinsden retweeted
@PMET_Resources delivers an enhanced CV5 Lithium-Tantalum Feasibility Study for its Shaakichiuwaanaan lithium project in Canada, revealing an improved development scenario with lower operating costs and stronger economics.
ow.ly/ISL55105EpP
$PMT #lithium #caesium
Ken Brinsden retweeted
STRONGER ECONOMICS.
• After-tax NPV₈%: C$5.1B
• After-tax IRR: 40.4%
• Payback: 2.7 years
• AISC: C$657/t (US$480/t), down 18%
A major improvement in CV5's projected cost competitiveness.
Remains potentially one of the world's biggest spodumene producer at ~800ktpa SC5.5
Ken Brinsden retweeted
A SMARTER MINE PLAN.
Phase 1 now targets high-grade underground Nova Zone material first.
• Up to ~560 ktpa SC5.5 in the first 3 production years
• Simplified DMS-only processing
• Lower initial execution and seasonality risks
Plant commissioning targeted from late 2029.
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.
