SYA 0.00% 3.4¢ sayona mining limited

Ann: DFS Confirms NAL Value With A$2.2B NPV, page-368

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  1. 3,580 Posts.
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    PLL and SYA cannot be against the plant. It was part of the deal to get NAL. Carbonate plant will likely be the cheapest, fastest route in a situation where capex matters and a clock is running. They have an obligation.
    However I would not be surprised to see them work with the Gov to get an extension to go the Hydroxide route as that makes a lot more sense in the long run as a product from Spodumene, particularly given the geographical location.
 
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