0 hr 55 min 33 sec
Event Replay Chat
epstein.peter4
Jan 7 2026
These other companies AND Nevada Lithium Resources will (over time) figure out how to exploit these secondary materials. Even if recovery rates are < 50%, the incremental value on 3M tonnes of tiny concentrations of REEs being processed per yr is very substantial
canda20me
Jan 7 2026
With adding Ree processing could this trigger more rigorous environmental impact studies, potentially delaying the project's?
epstein.peter4
Jan 7 2026
The REEs + Cesium / Rubidium is 100% icing on the Lithium / boron cake. Wow -- I had no idea that boron prices have doubled... Excellent.
epstein.peter4
Jan 7 2026
Some investors fear the bore hole mining risk. Is this a deal breaker risk, or if you throw more money at bore hole mining will it almost certainly work? If REEs, Li, boron, cesium, rubidium are payable, you could very easily afford to throw more money at bore hole mining (if necessary).
Bro
Jan 7 2026
Does the new findings strengthen Bonnie Claire’s attractiveness to U.S.-based battery supply chain partners or government-backed buyers?
epstein.peter4
Jan 7 2026
With the uptick in lithium prices from $9-$10k to $19k/tonne in just a matter of months have you been getting more calls from potential strategic investors?
canda20me
Jan 7 2026
Have you had talks with Jonathan Evans or other suitable buyers about partnerships or acquisition of the Bonnie Claire Project?
epstein.peter4
Jan 7 2026
Has the doubling in the boron price attracted any new interest from boron industry players?
Bro
Jan 7 2026
Does this multi-commodity profile increase the likelihood of an acquisition or strategic takeout?
epstein.peter4
Jan 7 2026
Could oil/gas service companies be helpful with emerging bore hole mining methods? Besides 1 or a few uranium companies in Canada, is anyone else using bore hole mining? A lot of development in BHM could/should happen over the next 5 years
canda20me
Jan 7 2026
The US government has been looking to take stake in companies like the DOE deal with LAC. Is this something that Nevada Lithium Resources would consider to get those DOE grants?
jacques
Jan 7 2026
Do you have an idea about the amount or percentage of REE containing dirt that will be extracted?
epstein.peter4
Jan 7 2026
REEs are famous for being tied together and very difficult to separate efficiently. But we have 5+ years of numerous companies working on this challenge. We don't need the answer today or next year we have time. Solutions are coming.
jmyilalys
Jan 7 2026
excellent summary
epstein.peter4
Jan 7 2026
By the way, I speak with dozens of mgmt. teams. The reported interest of the U.S. gov't in critical materials & REEs is real, and there's a perceived urgency. Companies with more irons in the fire, (Li, boron, cesium, rubidium, REEs) have more chances to land gov't grants
epstein.peter4
Jan 7 2026
NVLH has more chances now with the U.S. gov't, but no assurances. And, as Stephen says, it will take considerable time to get across the finish line.
Bro
Jan 7 2026
What are the next two concrete milestones investors should watch to validate the boron opportunity? What does success look like for shareholders over the next 12 months, and how does boron change that trajectory?
epstein.peter4
Jan 7 2026
Listeners should note that Direct Lithium Extraction (DLE) methods are [in my opinion] as risky or more than Bore Hole Mining risk. I strongly believe that. If everything else checks out, BHM will not be the factor that sinks a multi-billion dollar, critically important mining project!
canda20me
Jan 7 2026
TY
Ronnie Silva
Jan 8 2026
Boron is like Flourspar, it is used in and needed for various products..Glass and Ceramics, Detergents and Cleaners, Electronics, Fire Retardants, Metallurgy (stele, copper) Nuclear Applications, Semiconductors, Health and Medical Uses >>Antiseptic and Antimicrobial, and Boron plays a role in calcium, magnesium, and vitamin D metabolism and is linked to improved bone density and the reduction of osteoarthritis symptoms.

Nevada Lithium Announces Rare Earth Elements Within Bonnie Claire

Description
Join Stephen Rentschler as he provides further commentary on the latest announcement regarding rare earth elements within the Bonnie Claire lithium project. Following the update, he will be available for questions.