Good call, to be honest i am similar to Superior Stock, what i have found is that the Sayona "story" is complex compared to other Li peers (eg LNT, CXO, PLS), Even when you want to get your hands dirty its not easy to follow the nuances of the business. There are so more many aspects to the business than just getting the spog out of the ground. Past acquisitions, BAPE, other players/ partners all result in a complex story that may put investors off without a clear narrative (and this is with an "average" investor mindset, rather than ex-geo/ industry background).
Anyway merry Christmas, enjoyed the analysis and commentary- bring on 2022!
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