SYA 3.13% 3.1¢ sayona mining limited

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  1. 4,434 Posts.
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    1. I think the who you know and the linkage you are after is in Evercore not PLL. They have a pretty nice setup right? They get to go into everyone's house and have a look around, then they play match-maker. Probably more pay-to-play than who you know, but Evercore does seem to get big deals for their clients so that doesn't suck for Sayona.

    2. Have a look here https://batteryjuniors.com/project-comparison/ - Tesla only has a small battery operation in Fremont California and will have a larger one in Terra-Austin - they would look for local sources, preferable something that could be to their door step within 24 hours. The purple dots are the ones that would be in production in the next few years. The blue dots still have a way to go and the pink dots are just getting started. In my previous post I stated that PLL would need a hard rock miner because that is what their plant is set up for. Most of the ones on this map are either brine, or clay. Tesla would probably have a preference depending on the end use for whatever they were producing but likely will be able to use any lithium source so long as it is it meets their specs.

    3. Hard to beat hydro, but I'm sure the brine operators would probably say they are the best,. Its really how you spin it.
 
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