SYA 3.85% 2.7¢ sayona mining limited

General Discussion Topics, page-59148

  1. 1,850 Posts.
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    A quick comparison with a current producer, Alkem...
    https://hotcopper.com.au/data/attachments/4450/4450540-4be57ae684f92c33db51a58434c05a81.jpg
    Allkem (April 2022 strategy presentation)

    Revenue- $192m for 6 months, 384 for 12months
    AU$8.55 billion MC
    167 debt, 453 cash= US$286 net position

    Sayona 2023 probable, in production.
    revenue 2023- US$484 million (50% PLL, 50% market/ 168tonne sc6)
    Current cash= 210million, 0 debt = $210 million net position

    Market Cap ???? Probable-AU$ 6- 9billion

    I don't know of any current lithium producer with under a AU$6bill market cap.

    This is all possible within the next 9 -18 months

    So, a 5.6x to 8.4x from 13c= 72.8 to 109.2c SP, with no further dilution.

    All you need to do is hold and be patient....

 
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