E53: Precious Lithium Battery Metals - Sibanye Stillwater

Podcast Index

0:00 - 0:46 Howard's introduction
0:47 - 7:45 Neal describes his background in the mining industry and when Sibanye started assessing the battery metals space
7:46 - 9:45 What is the impact of COVID on the EV thematic and Russia invading Ukraine?
9:46 - 11:02 Are ESG considerations important or is it more about getting the job done?
11:03 - 17:02 Can you give us some insight into what drove Sibanye's investments into Keliber and ioneer?
17:03 - 18:00 Based on Sibanye's objectives surely Canada must rank highly on your list as an investment jurisdiction?
18:01 - 21:02 Is it fair to say lithium and nickel are your preferred battery metals and would you consider downstream exposure?
21:03 - 22:20 Is Sibanye agnostic on the lithium processing flowsheet or do you have a preference for hard rock given the company's background?
22:21 -  23:56 What of Africa? Does Sibanye consider Africa an investment opportunity?
23:57 - 24:50 What revenue/EBITDA spread is Sibanye targeting from its individual sectors, particularly battery metals?
24:51 - 29:29 ioneer - What attracted Sibanye to ioneer and what of the buckwheat permitting issue?
29:30 - 31:16 To what extent is Sibanye assisting ioneer in getting permitted or financed?
31:17 - 33:23 How important was the relationship with James in getting comfortable with partnering with ioneer?
33:24 - 35:26 What happened with the Appian deal?
35:27 - 36:53 How much capital will Sibanye deploy into the battery metals space?
36:54 - 38:40 What's your read on the US making permitting easier?
38:41 - Howard's closing comments