Lithium Royalty Corp. (OTCQX:LITRF) Q4 2024 Earnings Conference Call March 18, 2025 9:00 AM ET Company Participants Jonida Zaganjori - VP-IR Ernie Ortiz - President and CEO Dominique Barker - CFO and Head-Sustainability Conference Call Participants Patrick Cunningham - Citi David Deckelbaum - TD Cowen Mohamed Sidibe - National Bank Shannon Gill - Cormark Securities Operator Good morning, ladies and gentlemen. Welcome to the Lithium Royalty Corp.'s Fourth Quarter 2024 Results Conference Call.
Lithium Argentina AG (NYSE:LAR ) Q4 2024 Earnings Conference Call March 18, 2025 10:00 AM ET Company Participants Kelly O'Brien - Vice President, Investor Relations & ESG Sam Pigott - President & Chief Executive Officer Conference Call Participants David Deckelbaum - TD Cowen Corinne Blanchard - Deutsche Bank Shannon Gill - Cormark Securities Mohamed Sidibe - National Bank Operator Hello, and thank you for standing by. My name is Regina, and I will be your conference operator today.
Atlantic Lithium Ltd (AIM:ALL, OTCQX:ALLIF, ASX:A11) said it is 'engaging with various funding providers' for its Ewoyaa Lithium Project after passing key milestones in the permitting process. The company now holds all the approvals needed to begin construction, including a Mine Operating Permit from Ghana's Minerals Commission.
TNR Gold Kirill Klip talked with Proactive about the company's latest developments, including a key milestone in its transition to a cash-flow-generating royalty business. Klip highlighted that TNR Gold holds royalties on significant projects, including the Los Azules Copper project and the Mariana Lithium project in Argentina.
Sociedad Química y Minera de Chile is rated a Buy due to projected growth in the EV market, driving future lithium demand and revenue. Partnership with Codelco in 2031 is set to lower 20-25% of SQM's lithium revenue, which currently accounts for 43% of the company's profits. SQM is expanding lithium production, particularly in Chile, to meet rising demand, with diversified operations in Australia and China for stability.
RIO completes the acquisition of Arcadium Lithium, positioning it as the world's third largest lithium supplier.
Century Lithium Corp. (TSX-V:LCE, OTCQX:CYDVF) chief financial officer Braam Jonker joined Proactive to discuss the latest developments at the company's Angel Island lithium project in Nevada. The company has completed an optimization study, highlighting how the company expects to reduce capital expenditure (CapEx) by up to 25% during Phase 1 of the project.
TNR Gold Corp (TSX-V:TNR, OTC:TRRXF) executive chairman Kirill Klip talked with Proactive about the latest developments at Ganfeng's Mariana lithium project in Argentina. With production now underway, TNR Gold is set to start receiving royalty cash payments, marking a significant shift for the company.
China lithium carbonate spot prices and spodumene spot prices were generally flat the past month. Lithium market news - Fastmarkets projects an oversupply of just 10,000 tonnes in 2025, and swinging to a 1,500-tonne deficit in 2026. Junior lithium miner company news - Atlas Lithium's Plant is en route to Brazil, expected to arrive on March 2. Galan Lithium's Mineral Resources grow to 9.5 Mt LCE.
Century Lithium Corp. (TSX-V:LCE, OTCQX:CYDVF) has taken another step towards enhancing the economics of its Angel Island lithium project, a move welcomed by analysts at Noble Capital Markets. The initial internal optimization study identified cost reductions of up to 25% or $395.2 million from Phase 1 capital expenditures which total $1.58 billion.
Nevada Lithium Resources Inc (CSE:NVLH, OTCQB:NVLHF) said initial results from metallurgical testing at its Bonnie Claire lithium project show high lithium recoveries and potential for additional boric acid production. The test work is aimed at refining a conceptual acid-leach circuit for the Nevada-based project.
Sigma Lithium's Brazilian projects are capital-efficient, targeting 250,000 tonnes by 2025, with first positive earnings expected that year due to cost discipline. SGML produces eco-friendly Triple Zero Green Lithium, making it attractive to EV manufacturers; cost savings have reduced CIF cash costs by 22%. Lithium prices are stabilizing, with experts predicting a long-term uptrend; SGML's management has effectively secured higher prices, ensuring stable revenues.