General Discussion Topics, page-142927

Just going by that list alone it seems as though SYA has some catching up to do. Some might argue that SYA has a lower grade, but look at PLS. Some might say the PLL offtake is the reason, but in the current low price environment it isn't a problem and infact is actually better for SYA than the remaining spod that attracts high transport costs to China.

So what is the reason for SYA being so undervalued compared to those others? Is it because we have no offtake for the remaining spod and have to pay high transport costs? Is it because we don't have a higher cash reserve? Is it the high number of SOI? Is it management? Is it the PLL offtake even though it currently isn't a problem? Is it a combination of some or all of those reasons, because most of those reasons are fixable to a degree? Is it something else that I haven't mentioned?