PHOS First Phosphate Corp. Loading... : Investor Sentiment and Bull/Bear Views
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23:51
Sep 28
Sep 28
First Phosphate builds North American LFP supply
First Phosphate is developing an integrated North American LFP battery supply chain anchored by its igneous phosphate deposit in Saguenay, Quebec, just 50-70 km from a deep-sea port. The deposit has 200Mt inferred and 50Mt indicated resources, enough for 350 GWh of LFP batteries for 23 years, and the project economics show $2.1B NPV, 37.1% IRR, 2.9-year payback, ~$500M capex, and 900ktpa production. It has no debt or royalties, 200-400kt of European offtake, government support, feasibility targeted for end-2026, permitting in early 2027, and production by 2029. Management owns ~25% and is paid in stock, and the stock trades at ~4% of NPV.
HIGH
About PHOS Investor Commentary
Across the available history and selected sources, Buzzberg tracks PHOS (First Phosphate Corp.) across 1 sources: 1 bullish vs 0 bearish calls from 1 authors. Historical directional balance: 100% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 1 total trade idea tracked. Latest voices: John Passalacqua.