Jason

For those tracking @ElevraLithium $ELVR $ELV.AX (formerly Piedmont Lithium $PLL now merged with Sayona $SYA) — I watched the full 2.5-hour public information session on Carolina Lithium Project from Feb 19. Here’s my recap (and opinion): 1. Narrative reset? CEO Lucas Dow and Chief Sustainability Officer Monique Parker masterfully represented the company and project, handling 100 (repeat) questions on water, noise, pollution, water, air permit, trucking, water, dirt and dust, and…water 😂. I’ve followed this project for years through bruising community battles, and this was the first time I witnessed genuine back-and-forth, even jovial and joking moments with project opponents. Lucas talked about growing up working class, how mining gave him his first real income out of college — more in year one than his father made driving long haul — and how it let him care for his parents, his wife, and three daughters. He now owns a 300-acre ranch with 100 cattle in Australia and said plainly: “If someone was building a mine or refinery next to my farm, I’d have questions.” That kind of credibility is hard to manufacture. Monique Parker then stepped in and delivered. Technically fluent, permitting-savvy, composed under pressure. Exactly the kind of steady hand a project this complex needs in front of a skeptical public. If this project is successful, may look back at this meeting as a turning point. 2. First time I’ve heard management float the possibility of building the hydroxide conversion plant before the mine, potentially using feedstock from NAL (02:15:50 mark). 3. Lucas noted that while mining and concentration would stay in-house, they’re actively pursuing a partner for hydroxide conversion. The conversion plant is slated to use the @MetsoOfficial hydroxide process — the same technology being deployed at @Tesla Lithium in Corpus Christi and Keliber in Finland. Only a handful of operations globally are using this process 👀. 4. Title V air permitting for the 60,000 tpy hydroxide plant is progressing despite headwinds — state agency turnover and 2024 EPA emissions limit changes have added friction, but management believes they’re approaching the public draft review period. That’s a real, near-term catalyst. 5. Realistic Timeline: Breaking ground in North Carolina is still 2–3 years out. The sequencing is: air permit → rezoning → partner → funding → construction. First product — whether spodumene concentrate or battery-grade hydroxide — is 2031 at the earliest. This is a long game. But the catalysts are real and stacking up. So near-term watch list: ✅ Title V air permit ✅ Conversion plant partnership announcement And given the @MetsoOfficial process overlap and the Corpus Christi connection — Hello $TSLA @Tesla?! $ELVR $ELV.AX - not a recommendation, do your own DD.