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Disseminated on behalf of Surge Battery Metals 
(TSXV: NILI | OTCQX: NILIF) |
The Smart Money is Quietly Piling Into This Forgotten Sector |
This entire movement converges on one key Nevada-based explorer. |
Dear Reader, |
In the world of investing, it pays to watch what the "smart money" does, not what it says. |
And right now, some of the biggest and smartest players in the industrial world are making major moves into the beaten-down lithium sector. |
On February 9th, a tiny Nevada-based lithium explorer, Surge Battery Metals (TSXV: NILI | OTCQX: NILIF), announced that a Fortune 500 engineering giant, Fluor Corporation, would be leading the Pre-Feasibility Study (PFS) for its Nevada North Lithium Project. |
Fluor is not just some consulting firm. This is a global powerhouse with over 30,000 employees and a reputation for building some of the world's largest and most complex industrial projects. They build nuclear power plants, massive mines, and sprawling energy facilities. |
When a company like Fluor gets involved, it's a major signal that a project is being seriously evaluated for construction. |
And Fluor isn't the only big player here. |
This PFS is being funded by Evolution Mining, a $19 billion Australian gold mining giant that has partnered with Surge in a joint venture. |
Think about that for a moment. |
A multi-billion-dollar mining major and a Fortune 500 engineering firm are pouring resources into a small company that most investors have never heard of. |
Why? |
Because Surge Battery Metals may control one of the most strategic critical mineral assets in North America. |
Their Nevada North Lithium Project is not just another patch of dirt. According to its Preliminary Economic Assessment (PEA), it's the highest-grade lithium clay resource in the United States. |
Its economics are so robust that its after-tax Net Present Value is estimated at US$9.21 billion, according to the company's PEA—a figure that dwarfs the project's current market valuation. |
See the data behind the $9.21 billion project that has the smart money moving in. |
The involvement of Fluor and Evolution Mining significantly de-risks the path to potential production for Surge. These are experienced builders and operators who have vetted the project and see its world-class potential. |
While most investors were panicking out of lithium stocks during the recent price crash, these giants were positioning themselves for the next wave. |
And the timing could not be more significant. |
Lithium prices have surged over 50% since mid-December, driven by tightening supply out of China and strengthening demand forecasts. Morgan Stanley now projects a global lithium deficit of 80,000 metric tons in 2026. UBS estimates a shortfall of 22,000 tons. After two brutal years of oversupply, the market appears to be turning. |
Now consider how Surge's project compares to its Nevada lithium peers: |
Company | Li Grade (ppm) | After-Tax NPV | Market Cap | Surge Battery Metals | 4,016 | US$9.21B | ~C$20M | Ioneer (Rhyolite Ridge) | ~1,464 | US$1.49B | ~US$350M | Lithium Americas (Thacker Pass) | ~2,540* | US$8.7B | ~US$1.59B |
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Note: Thacker Pass uses a different clay type and extraction method. All figures from company PEAs/DFS filings. |
The disparity between Surge's estimated project economics and its current market capitalization is, in our view, one of the most notable valuation gaps in the entire sector. |
See the full peer comparison and project data here. |
We believe that following the smart money is a proven strategy. And right now, the smart money is pointing directly at Surge Battery Metals. |
Read the official announcement about the Fluor partnership here. |
To your financial freedom, |
Freedom Financial Research |
P.S. Fluor's involvement is a powerful vote of confidence. Just one day after the Surge announcement, it was revealed that Fluor would also be leading the feasibility study for the massive $7.4 billion Donlin Gold project in Alaska. This is the caliber of company now working to advance Surge's asset. See the full details in the corporate presentation. |
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COMPENSATION DISCLOSURE: In connection with this advertising campaign, Freedom Financial Research, LLC has received cash compensation in the amount of one-hundred and fifty thousand dollars ($150,000) on behalf of Surge Battery Metals Inc. (TSXV: NILI | OTCQX: NILIF) for a 30-day marketing agreement starting on February 16, 2026. This compensation is a major conflict of interest in our ability to be unbiased about Surge Battery Metals Inc. Affiliates of Freedom Financial Research, LLC may own shares in Surge Battery Metals Inc. and stand to benefit with changes in the share price. |
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