Good to see that BOTH Macquarie and Morningstar ....the M&m's of the world of stock calls , have followed me in line with their 9 and 9.1 cents valuation calls. As I believe I was again FIRST with these calls....
The thing about these prices though is that it leaves an enormous amount of upside on th ' surprise side ' of elements which are NOT currently factored in and could be likely occurrences in 2024.
And that's about all I will say on that for now ( until I return in January ) ., except that I have met , spoken with , and seen many business people from many different business who operate in the Lithium ecosystem supply chain - and if I'm right about my thesis then 2024 potentially will be an exceptional year for Sayona.
And everyone has their own reasons for their BUY , HOLD , or SELL strategies when it comes to Investing , and HC should never be held out as your sole source of news or valid information. Just look at that whole speculative nonsense surrounding the Amos plant. YES they may have been talking at one stage , but for those who actually looked at the relationships further , it was NEVER going to eventuate based on the current history and recent current ownership transfer of that mill.
And people talk about pumping and point blame at others , but I personally had a shite tonne of information prepared on that very subject based on historical records and precedence of previous past deals on paper mills , yet never actually posted this information on this forum. Information which has still yet to find its way into any speculative analysis on this forum. I hinted a couple of times , but never actually posted the in depth content. And to give you all that information in retrospect now , you would have only had to investigate the history behind the pulp mill located in Label-sur-Quevillon to tie those little hints in my post I dropped into the forum on at least 2 occasions.
So I've actually been there and seen that now....albeit covered in a blanket of snow now. And that location had they or Nemaska even considered it in the early days would have been an ideal location in hindsight given what we now know about this region and its wider spodumene prospectivity. And its interesting when you talk with these people , but the new owners of this particular mill represent around 25% of the total employment in this Chibougamau region. So 1 in 4.
But certain people on this forum definitely need to get themselves a reality check when it comes to blaming others ....., or at least blaming the right posters for their ill timed investment. Because , for the record , it should already be a well known fact that I mentioned selling a large chunk of my holdings at 25.5 cents in mid March this year. At that time , I clearly went bearish on the stock with my comments regarding the Directors Options , delayed Moblan results as well as others and got ridiculed like others for having these attitudes. To the extent even that I clearly even went off the forum for more than 30 days while others continued to pump these silly findings of Amos as well as the DFS come technical study yadda yadda .
Prior to this , I even share the essence of an email conversation and transmittal with one of my brokers in regards this stock and had it removed by someone as being ' unsubstantiated information ' . Had posters had only listened to this , they would have saved themselves considerable angst in the fall off . Heck even if they had taken Goldman's more serious rather than ridicule the trained and in the know experts of industry rather than certain Hot Copper posters who reckoned they knew it all with their pages and pages of the same rhetoric repeated over and over again , they would be miles and miles in front.
The shared comments coming from Lynch about ' everything being alright ' and that KP wasn't driving the train and didn't even have a seat , and that it was the other BOD members who wanted the cap raise ......., only to see himself out the door in a little over 6 weeks later. I have information , analysis , and body language from previous market releases which paint an entirely different picture of what and why things went down the way they did , but that's a whole different conjecture I will save for even another day after I post in January , as you will then see how this picture intertwines and connects from there.
But it wasn't until after this that certain posters then went off on another deflection of sorts with the whole ' Witch Hunt ' on the remaining BOD. But if you look back on a post I made back in late June - Early July , you' see it was predicted then that there would be BOD turmoil comes September and when the resolutions would come to the market. So my point here is that this wasn't NEW information and yet so so much time was wasted on it on this very forum while more important work , analysis and research was needing to be done elsewhere ...., on other subjects ........and still does.
And I think from there , the obvious turmoil in July and August was then hijacked by that whole trip to Canada BS.......the pages and pages of story telling narrative which told you virtually nothing and was nothing more than a grand standing distraction of ' feel good ' factor while the stock price itself continued to collapse underneath it.
Then there is the BOT spin which he'll tell you he predicted long before anyone else.
This too is nonsense because , BOT NEVER actually posted these predictions when the stock price was 39...., or 36.5 or 36 . He didn't even post anything when its was 30 or 26.....or even 23. Because the fact is that ALL of his posts came well after that when the trend had already been cemented and identified by others earlier than that. BOT was never their to tell all the ramifications of the FLOW Through raise , and has been completely wrong about the Geopolitical landscape and the DOW hitting all time highs day after day after day with no predicted recession in sight whatsoever and at least not in the immediate future anyway. So he came late when the trend was already intact , and his macro view has been more wrong than right and has obviously missed out on the 30 - 45% about face turnaround in the more recent SP performance.
So its whether you took action to lock in a bit of profit for what its worth based on other sentiments or whether you preferred to report their posts and steadfastly dismiss their change in sentiments as well as those provided by the so called Industry experts...., whether you love them or hate them. Because they were right in the end and so was one of my Brokers.
So these posters who like to play the blame game are definitely from a timing point of view looking way way off the correct posters.
Irrespective of all these points and looking more to the here and now . I find it very interesting that the SYAXF's end up trading ' Level ' on the reasonable volume of some 650 odd thousand shares . And especially on the very LAST trading day before the US Christmas holiday on Monday only when other North American operators and heavyweights were up 3 & 4% over consecutive trading days.
And you'd be hard , because you'd be hard pressed to find another instance throughout the last 12 months of volatility where the OTC cousin traded unchanged across 2 trading sessions.
On that final note , I can only say that the Quebec people are absolutely lovely. Very engaging and positive on their future and where they're at at the present moment....., and am so blessed to have been able to spend some of my time in their lovely snow covered Province with their pretty lights and European feel about their cities and villages.
God Bless everyone and their families this Christmas , and especially those who are suffering and or are destitute for no fault of their own sometime but bad timing and or lack of time or patience in sorting themselves out. Never stop trying is all I can really add in comfort of difficult situations and experiences in this business.
And PS , for those who actually pay attention to what people contribute , I have NEVER posted rocket emoji's in any of my posts .....EVER.
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