Why Is Brian Paes-Braga Backing Surge's Nevada North?
Why is Brian Paes-Braga backing Surge Battery Metals’ Nevada North lithium project? Howard Klein sits down with Brian, strategic investor in Surge Battery Metals (TSXV: NILI) and CEO of The Metals Royalty Company (NASDAQ: TMCR), to discuss Nevada North’s recently released Pre-Feasibility Study (PFS), outlining a 42-year mine life and nearly $10 billion in after-tax NPV. Brian explains why he’s returning to lithium eight years after Lithium X, what could close the gap between Surge’s market valuation and its project NPV, and why he believes the market is underestimating future lithium demand. The conversation also covers The Metals Company (NASDAQ: TMC), deep-sea mining, U.S. critical mineral independence, and the investment case for mining royalties. Surge's PFS Announcement:https://surgebatterymetals.com/news/surge-announces-positive-pre-feasibility-study-at-nevada-north-after-tax-npv8-of-us-9.81-billion-after-tax-irr-of-23.6-and-operating-cost-of-us-4-719-tonne-lithium-carbonate Follow Brian Paes-Braga:LinkedIn - https://www.linkedin.com/in/brianpaesbraga/X - https://x.com/bpaesbraga Follow Surge Battery Metals:LinkedIn (Company) - https://www.linkedin.com/company/surge-battery-metals-inc/X (Company) - https://x.com/SurgeBattery Follow The Metals Royalty Company:LinkedIn (Company) - https://www.linkedin.com/company/the-metals-royalty-co/X (Company) - https://x.com/metalsroyaltyco Follow The Metals Company:LinkedIn (Company) - https://www.linkedin.com/company/the-metals-company/X (Company) - https://x.com/themetalsco ___ Chapters (00:00) Brian's Big Bets On Critical Minerals(03:58) Why Brian Returned To Lithium(07:46) Why North American Mining Assets Win(10:22) Lithium X2 Targets US Investors(14:06) What Could Close Surge's Valuation Gap(19:51) Tesla Semis Could Boost Battery Demand(22:43) Why Seafloor Nodules Attracted Brian(24:53) US Mining Permits And Steel Investment(26:59) TMC vs. TMCR: Different Investment Opportunities Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs:https://rkequity.com/ Questions:[email protected] 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/RodneyHooper13Ben: https://x.com/benjihammond _________________________________________________ DISCLAIMER NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH. Howard, Matt, and Rodney are not financial advisors or broker-dealers. This video is provided for informational purposes only and should not be considered investment or financial advice. Please conduct your own independent research and read the disclaimer at the end of the video or on RK Equity’s website: https://www.rkequity.com Intro and outro audio credit: Jamie Klein
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