Battery & Base Metals Outlook 2023

Investor webinar replay

Meeting Overview The meeting focused on the outlook for battery and bait metals in 2023, featuring insights from industry leaders on the current state and future trends of nickel, copper, and lithium. Panelists discussed the economic implications of these metals and shared their perspectives on supply and demand dynamics. Key Discussion Points - Introduction of panelists and their respective companies focusing on nickel, copper, and lithium. - Discussion on the economic indicators associated with copper, referred to as "Dr. Copper." - Analysis of lithium's price corrections and the sustainability of current market prices. - Insights into the factors that determine the quality of mining companies, including management strength and project viability. - The importance of infrastructure and production speed in meeting future lithium demand. Decisions Made - No explicit decisions recorded. Action Items & Next Steps - [Unassigned] : Follow up on macro questions from the audience regarding...

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[Speaker identities could not be resolved; generic labels used] [00:07] Speaker 1: Hello everyone, and welcome to today's [00:10] Speaker 1: Battery and Bait Metals outlook for 2023 live panel hosted by 6. I'm pleased to introduce our 3 panelists for today. Mark Jarvis, CEO of Giga Metals, Barry O'Shea, CFO of Highland Copper and Bram Droinker, CFO of Century Lithium. [00:25] Speaker 1: Today's discussion will be on the outlook for 2023 and beyond for metals, which Some say will shape the world's future. [00:32] Speaker 1: If you have any macro questions, please ask them in the Q&A chat on the right-hand side of your screen. If you have any company-specific [00:39] Speaker 1: questions, please let us know which company you're directing your question to in the chat, but we will not be answering any company-specific [00:46] Speaker 1: questions today unless it ties into the macro in some sense. That being said, if you do have a company specific question, we will be sure to get you in touch with the respective management teams to have them answered. [00:58] Speaker 1: So gentlemen, why don't we start off by going around and sharing what commodity you're focusing on and what jurisdictions [01:04] Speaker 1: you're operating from. And we'll start with you, Mark. [01:07] Speaker 2: Well we've got a giant deposit [01:10] Speaker 2: of Nickel and Cobalt and Sulfides, [01:15] Speaker 2: 99% of which is in Kentlandite [01:17] Speaker 2: in North Central British Columbia. [01:21] Speaker 2: And bouncing that to pre-feasibility, [01:24] Speaker 2: we expect a report out in June. [01:27] Speaker 2: And we're working with our partner, [01:31] Speaker 2: Mitsubishi [01:32] Speaker 2: Corp. [01:34] Speaker 2: On preparing that. [01:36] Speaker 1: Thank you. And you, Bram, [01:38] Sp...