General Discussion Topics, page-82803

I haven't been posting much lately.....so this is a long one....
I have a lot going on and other battles to face.

I have been detaching myself from this daily grind with the SP, and I must say, it has been quite liberating....it has been very similar from November 2021 to March 2022

Buying the bottom early on, but now....No buying, no selling.....nothing....and with these low volumes, maybe a lot of investors are thinking the same way.

The blatant BS that goes on day in day out is ludicrous and at times humorous, with twist of frustration and a touch of disappointment.

However, a few little details have piqued my interest this week, as well as some differences in TA.

RIO

We all know about RIO using our spod for testing at their demonstration plant at Rio Tinto Iron and Titanium (RTIT)

For most of us, this was another one of those little pieces in the puzzle that could lead somewhere, maybe.......

It seems now, this story is gaining traction, with some industry 'experts' now tipping we are leading the pack as a future TO/JV

prospect, as published in the fin review.

Infrastructure largely in place, fully permitted, ideal location and A VERY LOW MC.....

When you combine that with comments Brett made in the AGM, (Thanks to @JytteHilden for staying on Anthony's back and getting the AGM posted)seems this speculative rumour, may have some legs to it.

The comments being 'I expect a lot of company consolidation in the lithium sector in 2023'. and "There are some very, very large companies concentrating their focus on North America', so it would not surprise me in the least, if we they have been speaking to RIO, and we hear of some sort of JV tie up in the near future.

While we were all focused on Korea, which will still probably eventuate, was RIO going unnoticed?

One of the most interesting points to take out of all this, combined with the recent rhetoric around the lithium sector, is-

'Why does the lithium sector contract, every time there is a negative projection published about it? Bubble bursting, alternative battery technology, excessive supply, demand shrinkage....they are trying every negative spin in the book to spook the market. And the sad part of it is, the market accepts it and sells down. Why????

Manipulation and Collusion, on a grand scale....'

Particularly when you consider-

1. Banks/Institutions publish negative reports, then buy up big.
2. Banks/Institutions attempted clandestine accumulation
3. Auto makers massive, all-in investment...
4. Battery manufacturers massive, all-in investment...
5. Chemical manufacturers massive all-in investment...
6. Governments worldwide handing out billions of dollars and accelerating permitting...
7. Geopolitical sanctions against China, to secure domestic supply
8. Miners and processors scrambling to get projects online asap
9. Experts projecting continued favourable conditions until at least 2030
10. And now, BIG MINING, namely RIO and BHP looking to go on a spending spree in lithium

This long term once in a generation realignment and investment, simply would not happen on this scale, if there was a viable alternative to lithium on the horizon.

ACTIONS, and putting your money, BIG MONEY, where your mouth is, speak LOUDER than any junk GS report!!!

So, for me, this is part of the final validation that lithium is here to stay in a big way, and will remain in deficit and be around long enough for us to prosper and retire...Notwithstanding the big miners recent attempts at entering the lithium sector, they have the finances, pull and connections, to TO/JV with nearly anyone already in this space.
Jadar may still happen for RIO. A friend of mine who works there told me today, they are still throwing money at the Serbian government, as its construction ready......they just need the permits. Something we ALREADY HAVE, which I hope you are not underestimating the value of.

These big, deep pocketed miners, typically only consider LONG TERM 20+ year investments....which says something...and may even be involved in the manipulation of the sector, to their benefit. Maybe.....

Expect some big announcements up to MAY 2023, mostly within Q1 '23, which will include-

1. NAL/Authier DFS
2. NAL carbonate PFS
3. Moblan results
4. Moblan/Northern hub PFS
5. The big Daddy- PRODUCTION and revenue generation
6. Offtake decision before March/April, the SC6 has to go somewhere and I think it will be a JV decision for ALL of NAL's output.

So, this loop we are stuck in, in my opinion, is the final push down before our long awaited rerate. Hopefully it subsides soon.

This seems to be common across most of the Lithium sector.

Soon, the market will wake up and realise, these unfounded reports are manipulative garbage and will be proven wrong with sustained lithium prices over the next few months and years. There will come a point when these guys try this tactic, it will just be ridiculed. You can only cry wolf so many times.

We move up down and sideways mostly together, and were ALL affected by last Friday's very late green push up...

Specifically, SYA fundamentals and latest announcements have been sold down, AND NOT PRICED IN.

As for TA, since we have been in the 200, short term, it basically doesn't apply.

They have their predetermined range for us. The shorters will make money, and the instos will accumulate. One big happy family.

TA

Dojis, cups, handles........currently in the short term, it points to nothing.....the chart is not playing by the rules...

We don't even seem to follow the ASX green or red days, and to a broader extent, the US markets.

We go up, down and around, when they want us to.
We want this cash cow to stay in the 200, push the price up....now we have secured it...short it back down.....completely choreographed!

A very controlled range, which we should eventually break to the upside

There are however a few old school, longer term fundamental points in the TA, which may point to change.

The most obvious is this accumulation phase we are in.
Low volumes and sold within a mostly declining, very controlled range.

They will keep this going until they have accumulated their fill, and feel as though they have scammed the poor retailer as much as they can.

20 seemed to be key support, which the shorters have been working toward toppling.

This, finally happened on Friday.

The interesting part is how the share price responded.

Did it completely capitulate after breaking support? Trapped in a downward, stop loss triggering spiral of death?

No...

It bounced hard off 19.5, and ended up finishing at 21.5, nearly 5% for the day.

A silver lining if you will.

So, is this the capitulation the shorters want to see, before they exit? Push it as far as you can, then head off to the next target.
Another targeted highly held retail stock?

One of the posters mentioned this is what they look for before moving on. 18 has been thrown around a few times, but as they are running out of time, is 19,5 close enough?

It took a lot of time, trades and effort to bust through 20....that interest must be adding up for the pips they are getting now.

They will be closing positions pre-Christmas, which is the traditional time to clean up their plays before the break.

Have they already begun the orderly exit to some extent???

Or will they continue the relentless pursuit of a lower SP???

This week will be telling....

So, hopefully a couple of things going our way, in this last week to Christmas.

This can't last forever, and sooner or later, the fundamentals will pull us through.

Now, I was just going to post this and jumped onto the thread to have a look.

It's been a great day in Melbourne and I was out with the family enjoying the sunshine....about bloody time!!!

WOW....what the hell happened???

The coordinated insto manipulators would be loving this....divide and conquer.

From my perspective, we are all here because we believe in this stock, and the future of Sayona.

I too, like a lot of us have been a holder from around the 1-2c range, way before NAL.

I have learnt soooooo much during this journey....about markets and institutions, the ASX and the S&P, and of course the darker side of coordinated shorting and manipulation.

I am appreciative to ALL, even the downies who open my optimistic eyes to the negative possibilities that I don't even consider, or refuse to believe.

So, I started taking a keener interest in giving back and posting my thoughts and analysis. Its honest, and I get it wrong more than I like......but I post anyway.

From what I can tell, there are some great people on this forum.....some brilliant and real salt of the earth people.

Some are great at TA, some at FA, some at the nuances of finance and institutions, some in mining, some engineers, medical accountants, lawyers, retail and hospitality..you name it.

We are all different and all have our strengths and weaknesses....and I feel we all have something to contribute.

So, in the traditional spirit of Christmas, of sharing and prosperity, let's keep it together, watch out and be kind to one another and move into this New Year together.

2023 will be a huge year for Sayona, and I would very much like to continue this journey with all of you, because-

WE AINT SEEN NOTHING YET!!!!

MERRY CHRISTMAS EVERYONE!!!

KALA XPISTOUGENA!!!