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Ann: PLL: Piedmont and Sayona Announce Merged Co.Name and Board, page-99

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ProCapitalism

5,852 Posts.

1933

17/04/25

10:32

Post #: 78725979
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Originally posted by ProCapitalism: ↑

No, but they've all crashed.

Ever considered that LTR might still be overvalued?

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Originally posted by ProCapitalism: ↑

@Yowie21 I mean, you've basically admitted to me you have no understanding of the economic viability of any lithium projects. So, you've randomly picked two lithium companies being LTR & SYA, then stated they should have a similar MC.

How do you know LTR shouldn't have a MC of $200m or $300m?

LTR might be an overhyped dog?

Remember LTM? It had income producing assets worldwide, from brine to hard rock. It also had lithium convertors & partnerships with car makers. Its MC was well on its way below $1B. It could be at $500m today without the intervention from RIO.

Plus, I don't know why you've thrown IGO in that basket, it's not a pure lithium producer. It also mines nickel, copper & other commodities.

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Originally posted by ProCapitalism: ↑

@Yowie21

As a matter of fact, the short positions on LTR continue to climb, even as the SP falls. So, the shorts believe it's still overvalued & could fall further.

ShortMan - Short position graph for LTR

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Originally posted by ProCapitalism: ↑

LTM was heading toward $2 a share before RIO came along. I should know, I was holding the stock.

So, you're only justification for LTR & SYA to have the same valuation is because and in your words they're "both ASX listed stocks that started within a year of one another."

Do you have any insights on LTR & SYA around the following?

Figures on shipped tonnage?
Expansion plans?
Grades being mined? Will they rise or fall over the coming months?
Production costs. Will they rise or fall?
Debt levels.

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Originally posted by ProCapitalism: ↑

Deflection, as usual.

So, you don't know.

You don't know about grades.
You don't know about production costs.
You don't know anything about expansion plans.
You don't know how much spod has/will be shipped.
You don't know about debt levels, interest costs & repayments.

Yet you believe both companies should have the same valuation because "they both started production at the same time." Wow, just wow. You know what? Perhaps they could have the same valuation, but SYA won't rise, LTR could fall. Who knows, I'm no expert either.

That's why I'm the "grasshopper" remember? If I'm "grasshopper" then you must be "Master." All knowing & powerful, won't you teach me your ways oh wise one.

SAYONA MINING LIMITED (ASX:SYA) - General Discussion Topics, 78535129, page-147873 - HotCopper | ASX Share Prices, Stock Market & Share Trading Forum

Given you calculate valuations of ASX listed companies based on when they started production, then I assume you pick the fastest cars based on colour. Right? Red cars go faster?

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Originally posted by ProCapitalism: ↑

"1. Completion of the merge simplifies the investment case via an easier understanding of the economics.

2. Installation of investment grade management improves the confidence of fund managers to get involved.

3. Any positive movements in spod price improves project fin metrics.

Most other Li players only have the third element to rely on which is out of thier control."

So, I have some questions to your statements above.

1. Instos or sophs are so stupid they can't pick up two individual papers from two sperate projects then run a few calculations, because the projects are separated by two different companies? How do these people shower themselves at night?

2. What qualifications should Mangement have to make them "investment grade?" Everyone was praising them when this went to 30+ cents, they couldn't put a foot wrong. Now the SP is at 1.7 cents they're no longer "investment grade."

3. A high Li price helps, but what if the grades fall? A high Li price doesn't help if the amount of lithium you're pulling out of the ground falls. As we all know, you know absolutely nothing about grades.

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Originally posted by ProCapitalism: ↑

You're a non holder of other companies & that doesn't stop you from posting in those forums. So, you're allowed to post on other forums, but I can't? That doesn't seem fair!

If you're free to stick your nose into other forums then so am I.

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Originally posted by ProCapitalism: ↑

"I bang on a bit about the LTR/SYA comparison but would also like to highlight the respective AGMs. All questions at the SYA AGM were from retail while many questions at the LTR AGM came from fundies, why weren't the fundies at the SYA AGM?"

Perhaps LTR management are tighter lipped around operations? Forcing "fundies" to ask all the questions.

Meanwhile, SYA are more open & disclose the relevant information when asked? Instos & "fundies" would already have all the information they need.

Who knows, just speculation.

Maybe the "lizard people" don't want SYA to succeed? There's that Anunnaki base out there in WA, remember?

Look, I've been holding back information that's relevant here & I feel I need to disclose it. I can't live a lie anymore. There's a secret war going on, right before your very eyes. It transcends dimensions & time. It involves interdimensional creatures that evolved from humans, in the distant future, on another planet in another universe. You don't have the correct tools to defend yourself so you should even be on the battlefield. Those creatures sent me here, to talk to you & unplug you from the Matrix. Listen, SYA is the key to the war & must be stopped to prevent the eradication of all life on this planet. Hence why, instos don't touch this thing. They don't want to be dragged into a war they can't fight. It's got nothing to do with the BOD, they take their orders from the "hollow earth people."

There I said it, whoa, god that feels good to finally get that off my chest.

Now, do you take the blue or red pill?

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Originally posted by ProCapitalism: ↑

You want the red pill?

The mine where SYA get's it spod from sits above a rip in the fabric of spacetime. If SYA digs any deeper in the mine a giant wormhole will open up unleashing massive energy forces beyond the comprehension of humanity. There are interdimensional creatures out there trying to get that wormhole, to harness that power for themselves, so they can continue to grow throughout the multiverse. There are forces trying to stop them. SYA just sits in the middle, just trying to make some cash. That's what @Yowie21 doesn't understand, the BOD are just the scapegoats, there are forces out there beyond your imagination.

The "lizard people" do their best to suppress information about the war. If people knew all life on earth could end in an instant, then society would breakdown overnight.

It's all very complicated & I've said too much. I'm probably on a government watchlist now. If I don't post again, you'll know why.

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Originally posted by Yowie21: ↑

Didnt say anything about not posting, asked why you are so butt hurt.

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What qualifications do management need to make them "investment grade?" Please don't say they all have to study uni at the same time.

Why do shorts continue to take a position in LTR? What does that tell you about the valuation of LTR?

SYA Price at posting: 1.7¢ Sentiment: None Disclosure: Not Held
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