Piedmont Lithium Inc.

Ticker

PLL

Website

Sector

Energy

Tearsheet

Why Invest

One of the only integrated mining and chemical processors of lithium hydroxide in the United States to serve the fast-growing EV market/supply chain One of, if not the lowest production cost curve in an industry where demand far exceeds operational supply and is being reflected in product pricing and potential EBITDA margins. Highly sustainable and environmentally responsible operating profile and processing-including commercially viable by-products that further offset production costs Beyond simply processing hydroxide, have access and economic upside exposure via investment an ownership in multiple mineral resource assets that will produce spodumene concentrate from hard rock, the method preferred by most OEMs. This hedging strategy delivers economic benefit and locks-up supply. Strategic location in Southeastern United States near high concentration of new OEM EV Production and Battery Plants which has a positive impact on transportation costs, business continuity and continuity of supply, reducing reliance on China.
  

  1. One of the only integrated mining and chemical processors of lithium hydroxide in the United States to serve the fast-growing EV market/supply chain. Very low debt, expecting to flip to positive FCF this year

  2. EV penetration for lithium by 2040 is 70%+

  3. Intend to build 2 lithium hydroxide plants, biggest producer in US

  4. 2bn feasibility after-tax NPV

  5. Over 500,000 tons of spodumene concentrate puts PLL at 7th or 8th largest producer in the world

  6. Preliminary economic assessment report incoming soon