Keith Phillips

714 posts

Keith Phillips banner
Keith Phillips

Keith Phillips

@keithdphillips

Katılım Temmuz 2012
2.6K Takip Edilen2.6K Takipçiler
Keith Phillips
Keith Phillips@keithdphillips·
@LenHochberg Played 2 Irish Open pro-ams. Once with a major champ who had no interest in being there - a total drip. The next year drew Greg Norman, who was phenomenal; he read every putt and clubbed us on every approach. A joy to be with; he understood his role and made the day special.
English
0
0
3
160
Len Hochberg ⛳
Len Hochberg ⛳@LenHochberg·
⛳️ Quick Jordan Spieth story. I like to walk with pro-am groups on Wednesdays at Riviera. You see things that are different, things few people ever get to see. Some golfers view it as a necessary evil, part of the job. But they'd rather not be there. Few years ago, I walked with Spieth and the three amateurs. He would spend a couple of hours with them and then never see them ever again. But he made sure to know all their names, remember their names, compliment them by name, maybe from across the fairway - "Hey, Jim, great shot!" Spieth had one more day to prepare for a big tournament but he was making sure his three amateur partners had an experience they'd never forget. Even on TV, you can just tell that this is the kind of person Spieth is. THAT is why Spieth is still a fan favorite and a star, even though he's not the player he once was.
English
62
52
2.1K
149.6K
Keith Phillips
Keith Phillips@keithdphillips·
@BroadLuis You are missing @Q2Metals - maiden MRE coming next few weeks. World-class drill intercepts in a favorable location in Quebec.
English
1
0
2
376
LBroad
LBroad@BroadLuis·
Long-term relative strength study of the 25 largest lithium companies: The conclusion isn’t that the sector is broadly strong. The more interesting conclusion is that internal leadership is starting to emerge before the sector reflects it clearly. The large names like ALB or SQM are not leading. The strongest relative profiles are showing up in emerging producers and advanced developers. That’s something we often see at the beginning of commodity cycles, when smart money starts positioning where it sees the most beta and upside. At the same time, several of those leaders are currently in pullbacks near important technical levels, which looks more like a correction within a rebuilding structure than a structural breakdown. There’s another key detail: the ETF isn’t leading either. That usually means the lithium space is still a stock-picker’s market, not a passive exposure trade. In my view, this study points to a very specific idea: Lithium may not be in the expansion phase yet, but it could be building the leadership that typically precedes it. And when that happens, the sector often still looks weak… right before it stops being weak. #Lithium #Commodities #Mining #EnergyTransition #Materials #Investing
LBroad tweet media
English
4
10
72
9K
Keith Phillips retweetledi
Q2 Metals - Cisco Lithium Project
Q2 Metals - Cisco Lithium Project@Q2Metals·
⛏️🏢Another @the_PDAC is in the books! 👥32,155 attendees, countless investors at the booth, and a week of great meetings. Thank you to everyone who took the time to connect and learn more about Q2 Metals and the Cisco Lithium Project. $QTWO $QTWO.V $QUEXF #PDAC2026
Q2 Metals - Cisco Lithium Project tweet mediaQ2 Metals - Cisco Lithium Project tweet mediaQ2 Metals - Cisco Lithium Project tweet mediaQ2 Metals - Cisco Lithium Project tweet media
English
0
7
25
766
Keith Phillips retweetledi
Q2 Metals - Cisco Lithium Project
Q2 Metals - Cisco Lithium Project@Q2Metals·
❗️In two days, the Q2 Metals team will be attending #PDAC2026 (@the_PDAC). Come meet the team and learn about the Cisco Lithium Project. 📍Investor Exchange: Booth 2726 $QTWO $QTWO.V $QUEXF
Q2 Metals - Cisco Lithium Project tweet media
English
1
4
28
717
Keith Phillips
Keith Phillips@keithdphillips·
I agree...and $QTWO.V's #Cisco project will be ready
Chris Meder@EVCurveFuturist

Nowhere near enough #lithium to satisfy my true bull case — I’ll share it soon. Been saying it since 2020: through the mania, the #lithium winter & this consolidation. Cycles shift. Scarcity doesn’t. #LFP #Bettrification $PLS $LTR $RIO $QTWO #WR1 $PMT $INR #WC8 $VUL $SGML $MIN When I say “nowhere near enough,” I’m not talking about next quarter’s pricing. I’m talking structural demand. If EV adoption keeps compounding globally, if developing nations leapfrog straight into electrification instead of building fossil infrastructure, and if grid storage moves from hundreds of GWh to multi-TWh annually — lithium demand doesn’t grow linearly. It accelerates. The bull — or as I’ll call it, My Beast Case — assumes: • EVs become the default, not the alternative • 80–100 kWh packs become standard, not “long range” • Storage duration deepens to stabilise high-VRE grids • AI + data centre electrification adds incremental load • Emerging markets skip oil dependency • We rush headfirst into the bettrification of EVERYTHING Even with new supply — hard rock expansions, brine restarts, DLE scaling — bringing tonnes to market is slow, capital-intensive, politically complex, and physically constrained. Permitting isn’t exponential. Demand can be. The market keeps debating short-term oversupply. That’s weather. I’m looking at climate. If electrification compounds the way cost curves suggest it will, today’s debates about “too much lithium” will look like rounding errors in hindsight. Cycles shake out weak hands. Structural scarcity rewards patience. 🔋

English
0
2
14
1.1K
Keith Phillips retweetledi
Q2 Metals - Cisco Lithium Project
Q2 Metals - Cisco Lithium Project@Q2Metals·
The Cisco Lithium Project story in four numbers. ✅ 31,961 m drilled so far ✅ 74 drill holes so far ✅ Exploration Target estimate range 215-329 mt ✅ Exploration Target grade range 1 - 1.38% $QTWO $QUEXF $QTWO.V #Lithium *Exploration Target is conceptual in nature
English
0
9
33
1.3K
Keith Phillips
Keith Phillips@keithdphillips·
Thrilled to be taking on this role. #Cisco is a world-class spodumene deposit and the team at @Q2Metals is doing a great job advancing the project. Excited to see the maiden resource to be announced in the next several weeks.
Q2 Metals - Cisco Lithium Project@Q2Metals

🚨NEWS: Q2 Metals Appoints Keith Phillips as Executive Chair of the Board of Directors $QTWO $QTWO.V $QUEXF #Lithium 📰Read the full press release here 👇: q2metals.com/news/q2-metals…

English
3
4
26
2.3K
Keith Phillips
Keith Phillips@keithdphillips·
@globalithium c'mon Joe you know it's hard to go downstream (Kemerton, Kwinana)have to wish @Tesla well. I love the teams at @LithiumAmericas and @StandardLithium but both are years away from production at scale so let's cheer for North American spodumene to hydroxide!
Joe Lowry@globallithium

Sorry - as much as I respect Elon this project was very late and does zip for US energy independence no matter what Chamath says. Thacker Pass & the Smackover make much more sense but of course if the “All In” guys bless it, it must be true….

English
2
1
14
980
Keith Phillips
Keith Phillips@keithdphillips·
@elonmusk Best wishes - the USA needs that plant to succeed...and multiply!
English
1
1
6
202
Grok
Grok@grok·
Fair point—companies like LAC, PLL, and SLI are pre-production, so their projected earnings growth relies on anticipated 2026 operations. Analyst estimates (e.g., from Yahoo Finance) factor in those timelines, but real outcomes could differ. Updated list prioritizing producers: 1. ALB, 2. SQM, 3. SGML, 4. ALTM, 5. LAAC.
English
1
0
0
60
Rock Bottom Entries
Rock Bottom Entries@RockBtmEntries·
Lithium prices rebounded SO fast that even FS-stage stocks modeled at ~$24k/ton (spot now ~$20k) trade at just 1–2% of NPV. This disconnect cannot last. This space is set to print 10-baggers within months, not years, as the market is forced to reprice reality. $LIT
Rock Bottom Entries tweet media
English
26
46
435
108.1K
Keith Phillips
Keith Phillips@keithdphillips·
My two favorite lithium stocks are @ElevraLithium , the producer with the most operating leverage, and @Q2Metals - Q2 recently announced the greatest spodumene intercept ever recorded and should announce a maiden resource in the first quarter. DYOR.
Rock Bottom Entries@RockBtmEntries

Lithium prices rebounded SO fast that even FS-stage stocks modeled at ~$24k/ton (spot now ~$20k) trade at just 1–2% of NPV. This disconnect cannot last. This space is set to print 10-baggers within months, not years, as the market is forced to reprice reality. $LIT

English
3
4
35
4.2K
Grok
Grok@grok·
Based on analyst estimates from sources like Yahoo Finance (as of Jan 9, 2026), top lithium stocks ranked by projected 2026 earnings growth (some uncertain due to limited data): 1. SGML - 400%, $13.30 2. ALB - 249%, $158.31 3. SQM - 73%, $74.21 4. LAC - 62%, $5.53 5. ALTM - 22%, $5.84 6. PLL - 25%, $7.25 7. SLI - 15%, $5.25 8. LAAC - turnaround est. 260%, $5.49 9. RIO - n/a, $67.50 10. GNENF - n/a, $3.50 Prices are approximate; verify latest.
English
2
0
13
1.1K
Keith Phillips
Keith Phillips@keithdphillips·
Another spectacular intercept at #Cisco. @CG_Driven describing as 'best ever reported spodumene intercept'. Great job by the team at @Q2Metals and excited about the upcoming maiden resource. #Cisco has a great combination of scale, grade, and location.
Q2 Metals - Cisco Lithium Project@Q2Metals

💥NEWS: Q2 Metals Intercepts 457.4 metres of 1.65% Li2O in Drill Hole 44 at the Cisco Lithium Project. $QTWO $QTWO.V $QUEXF #Lithium Read the full press release here: q2metals.com/news/q2-metals…

English
0
2
11
2.1K
Keith Phillips
Keith Phillips@keithdphillips·
I think demand will outstrip both of your projections and the next price peak will be WAY higher...not sure it will be 2026, however.
Theo Soumyaraj@TSoumyaraj

🔥📈 CANACCORD GOES BULLISH ON LITHIUM… AGAIN! ⚡️🔋 (Second revision within 3 months) But here’s my take 👇😎 Canaccord now sees: 🔹 BESS = 23% of lithium demand 🤯 🔹 EVs = 62% 🚗⚡ 🔹 Shrinking surpluses + Chinese lepidolite offline 🔹 Demand +8% p.a. to 3.1Mt by 2035 (👉 110% above 2025) 🔹 Prices to peak in 2027: $25,000/t chemicals & $2,250/t SC6 🚀💰 🔹 Market deficits in 2027–28 (4–5%) 🗣️ MY VIEW: Canaccord is STILL conservative! 😤 I see demand hitting > 3Mt by 2030, not 2035 🔥 Deficit? ⚠️ 2026, NOT 2027, supply won’t keep up. Price spike? 📈 $25,000/t in 2026, a year earlier than Canaccord think. The lithium squeeze isn’t coming, It’s already forming. ⛽️💥 #Lithium #EVs #BESS #EnergyStorage #Canaccord #LithiumBull $LKE $LLKKF #Argentina #ALB #ELV #PLS #A11 #BatteryMetals #MiningStocks #Commodities #CleanEnergy #CriticalMinerals #Investing #Markets #LithiumDemand #LithiumDeficit #LithiumPrice 🚀🔋

English
2
2
28
3K
Keith Phillips
Keith Phillips@keithdphillips·
Ewoyaa should be one of the first projects built in this coming bull market. Best located lithium project in Africa @AtlanticLithium @ElevraLithium
𝙏𝙊𝙍𝙊@Toro_AIM

With spodumene auctions above $1200 the only thing holding #ALL Atlantic Lithium back is their mining lease ratification (at committee stage right now). <10.5p to buy with a target of 20p - 30p on ratification which could happen as soon as next week. Ratification also unlocks funding negotiations, offtakes and a significant government $ investment. As always, do your own research!

English
5
5
34
4.5K

Keşfet

@LenHochberg @BroadLuis @Q2Metals @the_PDAC @LithiumIonBull @matt_fernley @RodneyHooper13 @RKEquityRocks