From @FeneckConsult Link to interview:  youtu.be/crjjduQLpl0 John introduces CEO at 10:33 John and Don summarize at 48:54 ...Don: "The company has very string niche here. It is hard to see how First Phosphate doesnt succeed from here." John at 50:36 on the LFP Battery market..."there is a lot of demand, and not a lot of non-Chinese supply." Highlights: First Phosphate (PHOS on NASDAQ and in Canada, FRSPF on OTC) checks a lot of boxes in terms of what we look for in a critical minerals stock. John's cost basis is 1.41 USD and FRSPF is last trade 1.86 USD, hitting 2.00 USD today (all time high): -Most investors have no clue as to how valuable igneous phosphate can be. -95% of LFP Battery production comes from China (meaning the US and Canada will likely get zero). China has this market cornered. -Management completely aligned ...CEO Passalacqua takes 100% of compensation in stock, which is rare. -Offtake ...multiple agreements have been signed already, so investors can feel more comfortable. According to management, there are only 2 other public companies that have North American igneous phosphate like First Phosphate, in a meaningful way. They are: Arianne Phosphate (DRRSF, DAN) - micro cap with a good looking chart that we have been tracking. Their website states that around 25% of shares are held by management and larger institutions. DRRSF hit .4134 USD earlier in 2026, so with very strong chart support .17-.19 USD, the stock appears to be a decent risk/reward here at last trade .2410 USD. Agnico Eagle (AEM) - we own a lot of this through GDX