General Discussion Topics, page-97627

But its not being bought is it, Whiskey already used the multiplier based on cost price of the concentrated spod I believe.

i.e. we will be an integrated mine/concentrator/refinery. Therefore we dont need to pay market prices to buy SC6 to then refine as we are the ones mining and concentrating it, unlike PLL or many others buying concentrate to convert to hydroxide/carbonate if that makes sense?

That's why for some time I have been very interested to see our carbonate PFS as it could confirm many points regarding offtake etc but also has potential for a very high NPV and IRR due to direct at cost spod along with the possible comparatively very low capex.


The PFS could be a game changer imo to wake the market up to what Sayona is going to become and help break the shackles off the PLL spod offtake.

If it comes back with a very low capex and high NPV that could be the near term catalyst to finally shift the share price back into gear. Remember SYA is currently being priced in for NAL spod only with the PLL offtake, thats why we're stuck in this range and being played by shorters. Once downstream numbers are confirmed this could changes a lot.