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Stock Master Flash @StckMasterFlash on x 2903 followers
Created: 2025-05-23 23:05:58 UTC
International Investment Forum Presentation Summary - @FirstPhosphate is Powering the LFP Future $PHOS.c $FRSPF
During the IIF, $PHOS detailed developing a vertically integrated LFP battery supply chain centred on high-purity igneous phosphate in Quebec:
Unlike sedimentary phosphate used in fertilizers, $PHOS' igneous phosphate is ideal for producing purified phosphoric acid — critical for LFP (lithium iron phosphate) battery cathodes.
⭐️Strategic Relevance⭐️ ➡️LFP batteries now make up nearly XX% of global battery demand, driven by sectors beyond EVs: energy storage, AI data centers, robotics, mobility aids, and industrial automation.
➡️PHOS' deposit could support XXX GWh/year of LFP battery capacity, equivalent to powering X million vehicles annually for XX years in North America.
⭐️Project and Economics⭐️ ✅Bégin-Lamarche Deposit: XXX km wide open-pit, 2.1B USD NPV with a 2.8-year payback at $500M capex.
✅Full vertical integration plan: mine → purified phosphoric acid → LFP cathode active material (CAM).
✅Processing partnership with Prayon (Belgium) and GKN Hoeganaes (iron powder).
✅Offtake agreements secured with European buyers and U.S.-based American Battery Factory.
⭐️Location and Logistics⭐️ ➡️Located X hours north of Quebec City, close to existing Rio Tinto hydro and rail infrastructure.
➡️70 km from deep-sea Port Saguenay—site of phosphoric acid production and CAM conversion.
➡️The area benefits from a skilled industrial workforce and strong government support.
⭐️Political Tailwinds⭐️ ✅Quebec’s phosphate reserves were publicly recognized during Canada’s 2025 federal election debate.
✅Broad political alignment supports strategic critical minerals, non-U.S. exports, and clean-tech buildout.
✅Well-positioned as the only North American company focused solely on LFP supply chain.
⭐️Execution Strategy⭐️ ➡️Feasibility study underway with targeted completion by 2027, construction in 2027–2029, and commercial production by 2029.
➡️Aggressive yet disciplined pace with tight capital structure (board/management own 33%).
➡️Currently conducting a tightly held private placement, exploring non-dilutive financing via government and strategic partners.
⭐️Partnerships⭐️ ✅Prayon: 70+ years in phosphoric acid production.
✅GKN Hoeganaes: Global leader in iron powder.
✅American Battery Factory (Nevada): Up to XXXXXX tons/year LFP CAM offtake.
✅Full Indigenous collaboration with equity ownership and development involvement.
$PHOS is positioning itself as a cornerstone of the North American LFP battery economy, leveraging rare igneous phosphate geology, strong global partnerships, political tailwinds, and established infrastructure to create a uniquely de-risked path to full vertical integration.
Emphasizing a long-term focus on real business execution over short-term hype, the company’s CEO summed it up simply: “We’re here to execute, and now we have the wind at our backs.”
More info:
XXX engagements
Related Topics $phos $frspf $phosc investment