Surge Battery Metals (TSXV: NILI) Chairman Graham Harris and lithium expert Iain Scarr join Howard Klein and Matt Fernley to break down the Nevada North pre-feasibility study.

They discuss Nevada North’s grade, recovery, operating costs, second-mover advantage behind Thacker Pass, technical risks, project financing and what still needs to be proven before construction.

Could Nevada North become the next major US lithium project?

PFS Announcement: https://surgebatterymetals.com/news/surge-announces-positive-pre-feasibility-study-at-nevada-north-after-tax-npv8-of-us-9.81-billion-after-tax-irr-of-23.6-and-operating-cost-of-us-4-719-tonne-lithium-carbonate

Follow Surge Battery Metals: LinkedIn (Graham Harris) - https://www.linkedin.com/in/graham-harris-bb904057/ LinkedIn (Iain Scarr) - https://www.linkedin.com/in/iain-scarr-3aa3721/ LinkedIn (Company) - https://www.linkedin.com/company/surge-battery-metals-inc/ X (Company) - https://x.com/SurgeBattery

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Chapters

(00:00) Nevada North PFS Sets The Stakes (04:11) Why Phase One CapEx Fell (05:18) US Lithium Demand Supports Scale (06:59) Recovery Gains Face Scale-Up Test (12:39) Sulphur Costs Show Limited Sensitivity (15:08) Solid-Liquid Separation Is Key Risk (16:16) High-Grade Clay Narrows Cost Gap (21:50) Thacker Pass Creates Second-Mover Advantage (23:19) Strategic Capital Opens Funding Path (24:56) Experienced Team Supports Execution

Links

Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs: https://rkequity.com/

Questions: rockstockchannel@rkequity.com

Patreon: https://www.patreon.com/rockstockchannel

Podcast Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq

Follow us on X (Twitter): Howard: https://x.com/LithiumIonBull Matt: https://x.com/matt_fernley Rodney: https://x.com/RodneyHooper13 Ben: https://x.com/benjihammond

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DISCLAIMER

NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH.

Howard, Matt, and Rodney are not financial advisors or broker-dealers. This video is provided for informational purposes only and should not be considered investment or financial advice. Please conduct your own independent research and read the disclaimer at the end of the video or on RK Equity’s website: https://www.rkequity.com

Intro and outro audio credit: Jamie Klein

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Does Surge's PFS Validate the Thacker Pass Second-Mover Thesis?