SYA 6.90% 3.1¢ sayona mining limited

General Discussion Topics, page-117057

  1. 2,633 Posts.
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    My theory is that Brett was wanting the Rolls Royce of offtakes, which may have been optimistic given the volume of the SYAQ offtake (likely 100ktpa). By Rolls Royce, I mean the following:
    • sale prices linked to market index prices (this is a completely reasonable ask)
    • Tier 1 partner (this is a completely reasonable ask)
    • debt facility to support the future development pipeline
    • plans to partner with downstream refining
    Personally, as long as it's as market price and a Tier 1 partner, I'm less fussed on the other points.
 
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