Pre BABE (as a decline) we were at 5c
NAL + BAPE approval we would have to be +5c and how far above that as a re-rate would be determined by commercial terms of any successful NAL bid.
Add a WA goldy to the mix and .....
This Tansim expansion tells me in the bid they had/have a BAPE contingency, to ensure they have options and not an 'eggs in one basket' bid as a concept. Other than that they can always cut anticipated production at Authier, avoid BAPE and blend from Tansim.
As a model, it (the bid and proposed NAL operation) is flexible, scalable and importantly; beneficial to local economy - given the locals are also shareholders.
That they have released this expansion plan pre NAL decision speaks of hitting commitment targets.
Also may explain 'exploration costs' in the quarterly.
I would also anticipate Evercore would have been privy to this Quebec masterplan/hub and expansion to generate sufficient interest. Sitting in out back pocket is AJM.
Go Big or Go Home it seems.
- Forums
- ASX - By Stock
- SYA
- Ann: Sayona Expands Tansim Project amid Quebec Lithium Drive
Ann: Sayona Expands Tansim Project amid Quebec Lithium Drive, page-13
-
- There are more pages in this discussion • 5 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add SYA (ASX) to my watchlist
|
|||||
Last
3.4¢ |
Change
0.001(3.03%) |
Mkt cap ! $349.9M |
Open | High | Low | Value | Volume |
3.3¢ | 3.5¢ | 3.3¢ | $1.368M | 40.39M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
44 | 13154629 | 3.3¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
3.4¢ | 636953 | 2 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
36 | 10435922 | 0.033 |
173 | 43638747 | 0.032 |
62 | 11474584 | 0.031 |
106 | 16698994 | 0.030 |
27 | 7798446 | 0.029 |
Price($) | Vol. | No. |
---|---|---|
0.034 | 336953 | 1 |
0.035 | 10313721 | 31 |
0.036 | 3105996 | 17 |
0.037 | 4025613 | 18 |
0.038 | 3740396 | 17 |
Last trade - 16.10pm 12/07/2024 (20 minute delay) ? |
Featured News
SYA (ASX) Chart |