SYA 4.35% 2.2¢ sayona mining limited

General Discussion Topics, page-59471

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    Since we're covering off the more ' holistic ' transformation of Quebec and the mining in the underexplored Nord here is a Podcast in English which I reckon best summarizes what's going on in Quebec.

    Put out by the Norther Miner , you can skip the Geopolitical goings on in Europe etc.... by jumping to the 10:08 minute mark where he starts to get into the Quebec angle.

    So after that brief intro on what's coming up in the podcast re: Quebec , you can jump over the segment of CEO spotlight on Blue Sky Uranium based in Argentina if you want and go straight to around the 38:58 minute marke where the whole segment with the Quebec Panel commences including our very own previous Resources Quebec and I.Q subsidiarSenior Director of Investments Amyot Choquette as well as the President and CEO of SOQUEM and lastly the Associate Deputy Nathalie Camden .

    I particularly like where Amyot states that Quebec Walks the Talk " in terms of investing in Companies in the critical battery materials value chain space....and that SOQUEM is ' Partnering ' with these types of Companies etc...etc...

    And obviously SOQUEM when the President speaks are the ' Go To ' organisation in Quebec when it comes to exploration , mapping , and potential resource prospectivity and development. And so not a bad partnership to be in alignment with ,with respect to Moblan , the Lac Albert ' adjoining ' acquisition , and the entire prospectivity and potential of Sayona's Northern HUB.

    https://hotcopper.com.au/data/attachments/4454/4454867-fa2e4a9dd8a299325e28d4e4316ba63c.jpg





    I think it's pretty clear though from this Podcast that Quebec has absolutely ZERO intentions of seeing its Battery Minerals and the extraction thereof going anywhere else but to Quebec Industries which are posturing around the downstream supply chain of EV battery precursors.

    So on that note , I see buckleys chance and none of any long standing ' leakage ' of spodumene concentrate out of Quebec...just as I see even less chance of so called ' Penalties ' being exacted upon Sayona's off-take agreement with Piedmont in the same manner as was communicated as the ' Penalties ' Quebec had mentioned in its NAL sale agreement .

    In fact I see absolutely NO reference to so called ' Penalties ' from the terms of the off-take agreement NOT being met because all I see is the hierarchical volume ' waiver ' which was also contingent on a date being Mutually agreed between July 2023 and July 2024. Do we even know what date has actually since been agreed upon? Because if its say March, April , May , or June 2024 , there would be ALMOST nil spodumene concentrate delivered or entitled to Piedmont if we were even remotely close to producing Lithium Chemicals by way of Carbonate from our ' Near ' completed and previously producing NAL plant.

    So for me , the Off-take which was signed months before a ' Known ' outcome in the NAL transaction could have been confirmed and even more months before a definitive and adjusted LOM could have been accurately ascertained or calculated ...becomes almost a mute and defunct legal interpretation of purpose.

 
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