Stock Tip Thursday…
$FRSPF ( 0.0% ) /$PHOS.CN - THE NORTH AMERICAN BATTERY SUPPLY CHAIN PLAY YOU NEED TO KNOW ABOUT
News
Tesla just inked a $4.3 BILLION deal with LG Energy for LFP batteries.
The largest EV maker on the planet is going all-in on LFP technology. And where do you think all that phosphate is going to come from?
This is exactly why First Phosphate ($FRSPF/$PHOS) should be on your radar right now.
WHY THIS MATTERS NOW
While everyone’s eyes are glued to the shiny objects like AI & Quantum (most of which is complete buzz word bullshit), the smarter money is moving into the phosphate space.
First Phosphate isn’t just another junior miner. They’re positioned as a fully integrated North American phosphate producer specifically for the LFP battery supply chain.
The kicker? They have the highest purity phosphate deposits in North America, possibly the world. We’re talking Medillin cartel type purity.
SKIN IN THE GAME LIKE YOU’VE NEVER SEEN
I’ve seen hundreds of junior resource companies, and this isn't your standard take a salary and fuck off management team.
Management receives 80% of compensation in stock
Board of directors is paid 100% in stock
They also hammer shares in the open market.
They’re betting their paychecks on the company’s success, not T-Bones and Malbec.
GOVERNMENT BACKING
The Canadian government isn’t just aware of First Phosphate ($FRSPF/$PHOS), they’re actively supporting it. Multiple Canadian political leaders are posting about the company on LinkedIn.
This matters because:
Permitting becomes significantly easier
Government funding/grants become more accessible
North American battery supply chain initiatives provide tailwinds
With the new US administration pushing for domestic supply chains, First Phosphate is in the sweet spot.
EUROPEAN DEMAND LOCKED IN
They’ve already secured definitive offtake agreements with European companies for their phosphate. This is crucial because:
It provides revenue visibility
Validates the quality of their product
Creates a foundation for financing the project
Most juniors are still figuring out what commodity they want to shill. First Phosphate ($FRSPF/$PHOS) already has customers lined up for theirs.
THE BOTTOM LINE
First Phosphate isn’t just a shitty ol’ run of the mill mining stock, it’s a North American energy infrastructure play. With Tesla and others pouring billions into LFP battery production, the demand for high-purity phosphate is like shit tickets in March 2020.
Management is all-in with their compensation tied to stock performance. They’ve got government support and customers already lined up. The feasibility study coming up could be a the kick in the ass that put this thing in alternate price dimension.
This is exactly the kind of asymmetric bet that can deliver returns, a company positioned at the intersection of critical minerals, battery tech, and domestic supply chain security.
Thank you
That’s All Folks
Thank you for reading. Like usual. Not financial advice.
We own don’t own stock in First Phosphate but we may buy or sell at any given time. Full disclaimer here.
We did not receive compensation for this article.
Cheers,
