General Discussion Topics, page-34955

Thank you @drsaboune for posting the slides

Here are a few things I noted from the slides.

Sorry for the fuzzy screen grabs but I guess we are not working from the originals.


While the above is true you, when calculating economic impact to Sayona you have to take into account the 25% of the abitibi hub project goes to PLL and we are only 60% owners in the the Moblan mine, so these numbers would need to be considered. I.e. 220 X .75 = 165 and 200 X .6 = 120.

In this slide we knew about the NAL refinery and we knew about the Becancour refinery, but this was the first time I have seen a 3rd refinery in Quebec. Also I am trying to understand the dashed lines arrows vs the solid line arrows.


Ford and BlueOvalSK mentioned here, but no sign of Tesla. Just think it is worth noting.



My assumption all along has been that supply catches up with demand starting in 2027, this slide depicts the exact opposite.


I knew hydro power was an advantage, but this shows how much of an advantage it is. I will also note that some of the competitors will be using Solar instead of paying grid pricing, so this could be a bit deceiving.



They are clearly wanting to move to a Tier 1 provider.


And look at the recent news. Jadar just got scrapped ...



Lastly - I still continue to be confused about this - Several of our competitors are building plants from scratch. In almost every case they project a 24 month timeline from breaking ground to first production. Sayona is projecting 3 years for a plant that already exists and needs a few updates... I just don't get it!!!