Yeah Tembec LVL ( Laminated Veneer Lumber ) Plant is also in Amos as well.
But this potential Plant originally built in 1982 is absolutely humongous which I believe produced 190 odd thousand tpa of newsprint paper products. And you just have to look at the surrounding acreage in the 360 pics which are available at its web address.
I agree that there will be a lot of sophisticated ' Material Handling ' equipment which may or may not come complete with the Buildings etc. Most certainly any internal overhead cranes would come with as well as any boom and Jib cranage and conveyors as well as internal / external portal or gantry lifting equipment.
But the property's vastness and remoteness with good intermediary access to Authier - NAL , as well as perhaps Moblan and the St Lawrence ports could be considered a potentially lucky find.
It's not a NEW concept though as others have suggested , because SOQUEM in their EIS Q&A with Guo Ao were always throwing around destinations names like Lebel-sur-Quevillon as well as Chapais and Chibougamau. So it should really not be that much of a surprise really since the BOD had these approximate options for Hydroxide plant in many of their previous investor slide presentations .....along with obviously Becancour etc....
The Bigger issue or question here for me is that if it's good enough for PLL to be talking Hydroxide options with LG when its potential 3 Hydroxide plants are literally years off being completed - ie haven't even started , then it should ALSO be good enough for Sayona to be organising a similar potential offtake option for its potentially nearer completed conversion facilities.
I mean I guess anyone can talk ' potential ' offtakes options for yet to be produced Hydroxide from a yet to be proven or bult hydroxide plant when you don't even have the spod yet.
So perhaps this is why Sayona is taking just that little bit longer to ' Hatch ' out its own ' COMBINED ' spod offtake with potential future options for converted products.
Because if you're ONLY talking spod offtake , you'd definitely have to be careful in selecting the number of years duration until you're actually producing Carbonate or Hydroxide. So obviously much more involved in what Sayona perhaps wants to engineer for its own ' Multi Product ' offtakes and when Options for Chemical may or may not kick in.
But the essence here is the ' Comparison ' between Sayona and PLL. If one can do it when it's not even their mined spod , then it should be more than doable in signing off-takes when you're actually the one getting the minerals out of the ground.
So overall should be a good sign that some sort of deal will be sooner than later...and after the Market is allowed enough time for the benefits of Piedmont's announcement to sink in and be accredited , and then Sayona's turn next.
Bottom line here is that NOBODY who has done any research into this Company would be selling at these levels , but most likely accumulating more in establishing a larger position if they can.
(20min delay)