
← Rock Stock Channel24 Aug · 18 min
Will Q2 Metals Cisco PEA Hit $4.7B NPV?
Q2 Metals (TSXV: QTWO) CEO Alicia Milne and VP Exploration Sage McCallum join Rock Stock Channel (Matt and Howard) to discuss what investors should watch ahead of the upcoming Cisco PEA, including project scale, advanced metallurgy, infrastructure, resource conversion, current drilling and the path from PEA into feasibility.
We also examine Canaccord’s shift from valuing Cisco as an exploration asset to a risked developer NPV framework, and what Q2 still needs to prove as Cisco advances toward development.
Q2 Metals Corporate Presentation:https://q2metals.com/corporate-presentation-file
Follow Q2 Metals:LinkedIn (Alicia Milne): https://www.linkedin.com/in/alicia-milne-145a7369/LinkedIn (Sage McCallum): https://www.linkedin.com/in/sage-mccallum-56b16621/X/Twitter (Company): https://x.com/Q2Metals___
Chapters
(00:00) Cisco’s Next Phase(01:46) Resource Growth Potential(02:52) What Must The PEA Prove?(04:48) Advanced Metallurgical Testing(06:38) Balancing Growth And Development(08:17) Path To Feasibility(09:45) Building The Development Team(11:33) Funding The Next Stage(12:40) Twelve-Month Outlook(13:50) $4.7B NPV Valuation?
Links
Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs:https://rkequity.com/
Questions:rockstockchannel@rkequity.com
Patreon:https://www.patreon.com/rockstockchannel
Podcast Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq
Follow us on X (Twitter):Howard: https://x.com/LithiumIonBullMatt: https://x.com/matt_fernleyRodney: https://x.com/RodneyHooper13