Pan Asia Metals Limited (ASX: PAM) An Economical Lithium Story in Thailand.

Coffee with Samso Episode 144 with Paul Lock, Executive Chairman and Managing Director of Pan Asia Metals Limited (ASX: PAM) is all about the next steps in making the Lithium story in Thailand a reality.

 

The company has been transformed since we last spoke in May 2021. The market capitalisation of the company has tripled since that first Coffee with Samso. The story of a company with aspirations to become a lithium producer within a stones throw form major automotive manufacturers is now at a reality stage of the journey.

 

Pan Asia Metals are now on the verge of announcing their maiden Mineral Resource Estimate which will highlight the true potential of the company. Pan Asia Metals is now establishing itself into a mature lithium player on the ASX.

 

Our market is on our doorstep: The Eastern Economic Corridor in Thailand - where there's a big push in LIBs and EVs. Thailand is the 4th largest auto producer in Asia and the largest in SE Asia has a very comprehensive EV and battery policy because they want to retain their market position.

Some viewers who look at this story may feel a large jurisdiction issue however, Paul Lock make a some supportive narratives which explains why he is so confident on making this story work for his shareholders.

 

In the past, there was no real demand on lithium, so there were no focus on cost structures. Now with an increasing demand there's been an increasing focus on extracting more for less - cost structures look better. That's what's happening in China.

 

As the market is consolidating itself with the recent turbulent movements, it is another argument in finding the right company with management that has the right strategy.

 

The reason we are in SE Asia is because we want to be competitive and want to be nearby our consumers. It's all about being low on cost curve so can write out the market cycle in long term.

Generally investors are looking at short-term price cycles, we build a long term price cycles project because its got to be bankable.

 

Pan Asia Metals is all about creating a business that has low cost of operations, low CAPEX and a viable business. Take time and watch Paul deliver his thoughts on the Pan Asia Metal story.

 

Chapters:

 

00:00 Start

00:20 Introduction

00:58 Paul introduces Pan Asia Metals Limited

02:17 Location of PAM projects.

02:46 Reasons why PAM is in Thailand.

03:48 Thailand ministry delegation going to project area.

04:17 Deliverables. How has the market responded to your business strategy?

07:11 What are the issues for the project?

10:16 Has the mica lithium processing discussion settled?

11:55 Mica lithium minerals are now part of the Lithium family.

13:51 Everything is market driven.

14:23 The Lithium Narrative - Lots of Lithium in the ground but Processing is the bottleneck.

16:35 Which path is PAM taking to be a producer ?

18:50 Future of the lithium space in battery

20:27 Can PAM be played out as they are a small company.

23:16 Jurisdiction risk investing outside of Australia?

28:39 Countering the Jurisdiction question.

28:58 Complying with ESG makes things work.

29:40 Good business principals drive process.

30:34 News flow

32:32 Why is PAM flying under the radar?

34:42 Why PAM?

36:32 Conclusion