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Reg Spencer

Mining Analyst at Canaccord Genuity

Reg Spencer is a Mining Analyst at Canaccord Genuity, specializing in the metals and mining sector with a focus on lithium, gold, and rare earths. He covers companies such as Sayona Mining, Brazilian Rare Earths, Kingsgate Consolidated, Iluka Resources, Orezone Gold, Resolute Mining, Perseus Mining, and Ramelius Resources, achieving a 51% success rate on 289 ratings and an average return of +9.30% per rating according to TipRanks, where he holds a 4.80-star ranking; his most profitable call was a Buy on Piedmont Lithium yielding +800%. Spencer has built his career in mining analysis, with prior experience at Evolution Capital and Berenberg, and is based in Sydney, Australia, holding a Bachelor of Business degree.

Reg Spencer's questions to Elevra Lithium (ELVR) leadership

Question · H1 2026

Reg Spencer from Canaccord Genuity asked about the implications of Rio Tinto's investment in Bécancour for Elevra Lithium's medium to long-term offtake and product marketing strategy, and if there had been any discussions with Rio Tinto. He also sought an update on the status of the Whabouchi project.

Answer

Christian Cortes (CFO) noted that Rio Tinto's Bécancour facility is estimated for 2028 production, limiting short-term opportunities, but acknowledged potential for future feedstock supply. He added that Elevra had no insight into the status of Whabouchi or Galaxy assets, expecting Rio Tinto to provide updates later in the year.

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Question · H1 2026

Reg Spencer from Canaccord Genuity asked about the implications of Rio Tinto's investment in Bécancour for Elevra Lithium's medium to long-term offtake and product marketing strategy, including any discussions with Rio Tinto. He also sought an update on the status of the Whabouchi project.

Answer

CFO Christian Cortes noted that Rio Tinto's Bécancour facility is projected for first production in 2028, suggesting no immediate supply opportunities, but acknowledged potential long-term feedstock supply discussions. He also indicated no specific insight into the current status of Rio Tinto's Whabouchi or Galaxy upstream assets, expecting further details from Rio Tinto later in the year.

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