Will Q2 Metals Cisco PEA Hit $4.7B NPV?

Will Q2 Metals Cisco PEA Hit $4.7B NPV?

Author: rockstockchannel August 25, 2026 Duration: 18:08
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 _________________________________________________ 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

Tune into Rock Stock Channel for a clear-eyed look at the investment landscape being reshaped by our electrified future. Hosts Howard, Rodney, and Matt steer conversations away from surface-level hype, focusing instead on the foundational materials that make this transition possible. Each episode connects you directly with the people on the ground-major project developers and seasoned analysts-who break down the realities and complexities of sourcing critical minerals. Their in-depth discussions delve into the markets for lithium, battery metals, and rare earths, while also exploring a wider range of specialty commodities essential to modern technology. This isn't about fleeting stock tips; it's about understanding the entire supply chain, from geological challenges to geopolitical factors, that defines the critical minerals thematic. For anyone interested in the tangible business of building a sustainable economy, this podcast offers essential context and expert insight you won't find in mainstream financial commentary. Listen to Rock Stock Channel to ground your perspective in the expertise of those defining the new resource economy.
Author: Language: English Episodes: 50

Rock Stock Channel
Podcast Episodes
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