EPISODE · Apr 6, 2026 · 18 MIN
Why PMET Could Be One of North America’s Biggest Lithium Re-Rating Stories
from Kitco MINING · host Kitco MEDIA
A major permitting milestone, a strategic partner in Volkswagen, and a possible valuation re-rating. PMET Resources CEO Ken Brinsden joins Kitco Mining to break down the company’s newly filed ESIA for the Shaakichiuwaanaan project in Quebec, the path toward mine authorization, and why investors are paying closer attention to the story.Jeremy Szafron and Brinsden discuss the 2025 feasibility study, lithium price sensitivity, the potential impact of tantalum and caesium by-products, cost pressures, financing, and the key milestones that could shape how the market values PMET from here.This video is sponsored by PMET Resources.00:00 The PMET Re-Rating Case00:20 ESIA Filing Explained02:24 What Happens Next in Permitting03:54 How Higher Lithium Prices Change the Math05:45 Why Volkswagen’s Stake Matters07:20 Tantalum and Cesium Upside09:23 The Advantage of Simple Processing11:17 Managing Costs and Inflation13:03 Why Bigger Can Be Better15:43 What Investors Should Watch Next17:28 Wrap-Up and Subscribe#lithium #mining #miningstocks #investing #stocks #criticalminerals #quebec #kitcomining__________________________________________________________________Kitco Mining is dedicated to reporting on the mining industry. Our mandate is to be the top resource for all mining information and news, offering a clear perspective on where the industry is going through breaking news coverage, mining trends, and in-depth reporting, presented with precious, rare earth, base metals, and industry stock prices.Get important precious and base metal updates while on the go with the Kitco Gold LIVE! app - https://applications.kitco.comStay connected with usX - https://x.com/KitcoMiningInstagram - https://www.instagram.com/kitcominingLinkedIn - https://www.linkedin.com/company/kitco-miningFacebook - https://www.facebook.com/KitcoMiningConnect with the Kitco Mining anchorsPaul Harris - https://x.com/paulharrisgold For more in-depth mining coverage, visit us here - https://www.kitco.com/miningDisclaimer: Videos are not trading advice, and the views expressed may not reflect those of Kitco Metals Inc.Disclaimer: The views expressed in this podcast are those of the author and may not reflect those of Kitco Metals Inc. The author has made every effort to ensure accuracy of information provided; however, neither Kitco Metals Inc. nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in commodities, securities or other financial instruments. Kitco Metals Inc. and the author of this podcast do not accept culpability for losses and/ or damages arising from the use of this publication.
What this episode covers
A major permitting milestone, a strategic partner in Volkswagen, and a possible valuation re-rating. PMET Resources CEO Ken Brinsden joins Kitco Mining to break down the company’s newly filed ESIA for the Shaakichiuwaanaan project in Quebec, the path toward mine authorization, and why investors are paying closer attention to the story. Jeremy Szafron and Brinsden discuss the 2025 feasibility study, lithium price sensitivity, the potential impact of tantalum and caesium by-products, cost pres...
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Why PMET Could Be One of North America’s Biggest Lithium Re-Rating Stories
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