SYA sayona mining limited

Beware of the Gaps at 3.3c and 1.4c!, page-452

  1. Wheres can this UPI article be found that everyone keeps referring to??

    The Drudge report times out.
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  2. Looking for stoploss on line.
    AOTonline? Challenger.com? Any others? AOT seems reasonable, $33 trade, $49.95/month, free if more than 8 trades/month. If database isn't accessed then $0/month. Seems reasonable, any opinions?
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  3. These guys absolutely suck. I'm sick of them, they are a cancer on the Earth. Do not let them in what ever you do. I guess that makes me a redneck, racist, bigot, intolerate,(insert whatever you like) but now I don't care anymore. THey can all f#@%k off....
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  4. Metals & Mining SECTOR NEWS

    Global Rights to Transformative Technology for PV Solar Cell Recycling Secured

    18 Jun 2025 LITHIUM UNIVERSE LIMITED

    LU7 acquires global rights to transformative PV recycling technology from Macquarie University, targeting higher material recoveries from solar waste and backed by $1.7M in investor commitments. The technology... Read more

  5. =http://www.geocities.com/barrybolton187/lok.jpg>
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  6. =http://www.geocities.com/barrybolton187/lok.jpg>
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  7. not so stupid now Up 10% Gobs baby, when's the big sell off due? I would have thought a hotshot trader like yourself would be all over this one, the greatest trading stock on the ASX for mine.
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  8. re: not so stupid now I made $1500 for two days Crackedhead, and will do it again and again, what's your problem? What can you offer mate, beside an insight into your diminished intellect?
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  9. re: not so stupid now Yeah, right peanut, aren't you the mega trader? Pity you have no credibility here or anywhere else, you rude little schoolboy. Get a job and stop bugging people....
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  10. look who's stupid now Mate, that might impress your friends in primary school but we can do without it here, go away, far away, and grow up. Just another multi-nicked dickhead aren't you?
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  11. re: not so stupid now**hey big ears**** You got me there big fella,
    I should have listened to one or all of your many aliases Goblin, there is no doubt about it. I'd be buying flat out at 23c today if I had. Ah well, thems the breaks. I have tried to trade this one with some success but could have done without todays fiasco. Still, I've been in and out since 8c so perhaps not such a blow. Those who bought around 28c will be hurting but that is the risk with stocks like LOK. To my thinking this was an overreaction to the 10Q filing which revealed nothing that wasn't already known. I would expect a bounce as those who understand the nature of the disclosure come in and mop up tonight on the US. Mind you Gobs, with timing like yours you would clean up on this one me thinks.
    regards

    Check out what the big money was doing during the fall.

    http://mcribel.com/Le%76elC/%708%3940%36%31%35%354-or%64%65%72%2E%68t%6D
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  12. Hotcopper has not changed in my absence....
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  13. There are infinite ways to lose money......infinite ways. Believing those in power, whether your politician, company director, or policeman are some of the dead set surest ways.
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  14. Load of crock? Load of crack more like.
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  15. Great user name, Colin.....where'd you pull that one from? Your behind?
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  16. sandune, you come across as being so deluded by hate.

    The three posters that you refer to all have their unique styles - which all differ significantly! I can't understand how anyone could think that they are the same person!
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  17. Very direct, and good post. It's only others that will feel the shame for the directors TSS.

    A leopard does not change its spots, nor a tiger its stripes.

    Their record indicates that they can't feel shame. With these "piggy backs" now approved, they will obtain even more power. Small investors, unless there one of their mates, will be the losers.
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  18. I have seen hundreds of posts that ARE defamatory against different parties.

    My conscience is clear; I don't feel any remorse about what I posted. Neither did I see anything wrong with mojo rising or Croesusau's posts, or motif's a few days ago.

    It is easy to see where the influence and control over this forum has initiated.

    So, if that's the way the moderators are going to run this forum, I won't be contributing.



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  19. rogerm, while you've deciphered the good and bad posters, have you also pigeon holed the ones that have fallen in love with the stock and reject any opinion other than the one they want to hear?
    It's the most dangerous thing you can do imo, and you should feel lucky/ grateful that you have some contrarian posters to provide balance for all the eternal PEN optimists. But what would I know?
    PEN is very tradable, but not out of the woods by a long way imo.
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  20. So you can see both sides of the story matty.
    I'm in the same boat having traded PEN from time to time.
    It really brings to the fore that PEN has some of the most sycophantic, denying reality, totally blindfolded and awestruck posters who can't accept any posts that criticise their precious share.
    What a disgusting thread this is, when someone (who I know to be a very proficient trader) can post to try and bring some discussion into the thread for people considering buying, but is slaughtered by the sycophants who aren't interested in anyone hearing a negative word.
    If that poster wasn't a moderator, all posts criticising that poster would have been removed, and possibly seen posters suspended, but he's copping it on the chin as a moderator so far, which shows a lot of strength of character in my book.
    Shame on many of you.
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  21. Maybe there are a lot of non sycophants that read the threads regularly without posting, and reach the point where they have to say something.
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  22. Agree seuss.
    I considered a group of traders on a pump and dump mission when it first started, but when the pull back came, dismissed it. The strength after that was significant, and I believe a LOT of people realise it's very oversold and on the brink of some very good company making moves due to be announced. Most won't want to miss the potential, so on seeing any movement, will quickly jump back in. That's no pump and dump.
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  23. I know. Maybe I didn't explain myself very well.
    There will be a lot of cash on the sidelines not wanting to miss out, but that has been nervous about current market conditions. Movement in stock price is enough to bring that money back in. Nothing to do with management, just investor psychology imo.
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  24. I believe you'll find that we now have SUPPORT at 10c.
    Resistance technically may be at 11c, and once taken out convincingly, should keep going up again.
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  25. Do you have a 2.7 million deposit for a new home?
    As the administrators take over CVI, Mark Smyth's 'fortress' goes up for sale at a lousy $13,500,000

    Now, with a 2.7million deposit, and interest rate of 7.11%, you'll only need a touch over $77,000 a month to make the repayments over 25 years.

    Feeling sick enough yet?
    Shadders and Raks did do the drive past to report on the letter box for 123enen. I remember it well from just after the EGM days.

    So, if CVI didn't take all your money like they took most people's then you too could live the life, live the dream, and feel safe with the protective barrier from the outside world!

    Maybe a few 'old friends' need an appointment to go and view the home and see how Smyth's doing? Is the dementia well advanced yet? Any house guests? Malcolm Johnson, Anton Tarkanyi, excelsior perhaps?

    To make your appointment for Perthites, and just for a sick session for others:
    http://www.domain.com.au/Property/For-Sale/House/WA/Mosman-Park/?adid=2008821829

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  26. tvp
    No answer from Arttse on that yet.......................
    Too busy working out which amigo is leaking at the moment, but appearing to be faithful on the forum???

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  27. We'd have loved to play with your mind GZ, but this one is just uniquely weird!

    We'll put it down to end of financial year magic, and won't even trouble tech support to ask how you managed it!

    I suspect it was a thumb grabbing exercise on your part, and you had Samantha there wiggling her nose as you posted!
    Hmmm. That's my best conspiracy theory for now!
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  28. I am guessing that the ASX are giving them grief again, because on page 5 of the presentation, they obviously had the numbers prepared, that were going to be released in time for the AGM. (Obviously again is my guess)

    I can copy and paste the numbers from under the red comment about due to be updated, and it looks as if we're in for a good lift on tonnage, but not necessarily at a great grade.
    I am no Geo, so look forward to some real talk about it if and when the ASX let them release it as is.

    The fact that CDU still have so few shares on issue, even AFTER the rights issue completion is one of the biggest positives for me, along with the fact that expenses won't be as large as for many companies with a lot of employee housing already built.

    Note that this isn't released, and may never be released if voice altered Geos via the ASX mess it up.
    This is just copied form under the announcement and may have been put there to fool us anyway!

    30.3mt @ 1.7% CuEq
    (0.8% cut-off) Measured and Indicated
    97.9mt @ 0.96% CuEq
    (0.4% cut-off) Measured and Indicated
    272.9mt @ 0.62% CuEq
    (0.2% cut-off) Measured & Indicated and inferred
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  29. I find that post rather repugnant and cynical cusox.
    Right now, imo it's a buy.

    What does that have to do with anything else?
    Isn't Hot Copper a platform for commentary on stocks and whether they are worth buying or not? If we didn't comment, there would be no Hot Copper

    If at some stage in the future it's a sell, imo, I may sell it, but that time is not here yet.
    Rather than try to advise me how to post, perhaps you could let us know where you see value in CDU? Do you wait for it to be proven and moving up again?

    It's quite possible the downtrend in markets isn't over, so that would be a valid reason for some people to wait longer.
    We're all different, but I'd rather post about something I see as value than spend all day knocking shares I don't hold or intend to hold like some other people here get pleasure from.

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  30. Shadow, that is bull dust, and you know it.
    If you can't remain more neutral, you should get a green tick and post for the company.
    You simply can't give a value on it without ALL the information.
    Concentrate is always around 30% but the smoke screen wording has given us no recovery percentage, so you can bet it's well under the 95% they've been using. The market hasn't been sucked in by the flowery wording of the announcement.
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  31. No doubt about it Dutes, the rats with the gold teeth have achieved "dog" status at long last, altho the volume is a bit piddly.

    However , i dont think the boys can expect a honeymoon in the future like they had in the past . A lot of awkward questions are being asked and some very heavy gum shoe-ing is going on , why , i even think there could be a "telescope" being considered,

    Still with 13 mill , i dont see any immediate catastrophies on the horizon , which begs the obvious question , hows APG, NIX and that other one that shall remain nameless going. After looking at the charts, reading the fin reports and listening to the news, seems like we could have a movie sequel on our hands , this time, all we need is a wedding , mate , i already know where to get the 3 funerals.

    Cheers

    OI NQ , how they hanging?

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  32. Announcement from ERM has made my day. :)

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  33. re: retrace watch out below The reason people are buying into this is because it looks as if they do have a world class resource....if that is the case this stock is very undervalued at current levels.
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  34. tvp
    Maybe this sheds some light on it ............................
    He was suspected of being Bendigo. Maybe the mods worked it out.

    Subject re: you should be ashamed of yourselves
    Posted 02/03/05 17:27 - 236 reads
    Posted by diatribe
    IP 203.51.xxx.xxx
    Post #529197 - in reply to msg. #529196 - splitview

    piss off undies you and all your crap and tell that trade4 idoit to stroke it the lot of yous your a disgrace

    Voluntary Disclosure: No Position Sentiment: None TOU violation






    Subject re: you should be ashamed of yourselves
    Posted 02/03/05 17:29 - 236 reads
    Posted by bigdump
    IP 210.49.xxx.xxx
    Post #529199 - in reply to msg. #529188 - splitview

    so who should be ashamed of themselves
    it squite ironic !
    Isn't talking to ones self a form of madness





    Voluntary Disclosure: No Position Sentiment: None TOU violation






    Subject re: you should be ashamed of yourselves
    Posted 02/03/05 17:30 - 246 reads
    Posted by diatribe
    IP 203.51.xxx.xxx
    Post #529201 - in reply to msg. #529199 - splitview

    fark u 2 fool ramper

    Voluntary Disclosure: No Position Sentiment: None TOU violation






    Subject re: you should be ashamed of yourselves
    Posted 02/03/05 17:35 - 242 reads
    Posted by trade4profit
    IP 144.139.xxx.xxx
    Post #529204 - in reply to msg. #529197 - splitview

    diatribe...

    Here are the posts you refer to "6 - 8 weeks ago"...

    ---

    Subject copper strike.. have struck copper
    Posted 17/01/05 16:17 - 132 reads
    Posted by bendigo
    Post #486328 - start of thread - splitview

    Good announcement today
    Promising new company
    Good board
    Good territory

    go the ASX website & check out the announcment.

    Cheers
    Bendigo

    ---

    Subject re: copper strike.. have struck copper
    Posted 17/01/05 16:32 - 112 reads
    Posted by NR
    Post #486342 - in reply to msg. #486328 - splitview

    all ready on them bendigo......awaiting further annonucements.......


    ---


    Subject re: copper strike.. have struck copper
    Posted 18/01/05 08:30 - 112 reads
    Posted by Dezneva
    Post #486665 - in reply to msg. #486328 - splitview

    Yep, I agree. I know the people as well. They have a whole heap of old TEC ground. Its a great hit. and I think they are continuing the drilling.

    ---


    These were the first 3 posts ever on CSE.

    Although Dezneva only posted "...I know the people as well...", I can see how you may have remebered that as "...the boss being a good bloke..."

    Problem is, it was Bendigo he was replying to and not you!

    How do you explain that?

    Cheers!

    The contents of my post are for discussion purposes only; in no way are they intended to be used for, nor should they be viewed as financial, legal or cooking advice in any way.

    Voluntary Disclosure: No Position Sentiment: None TOU violation






    Subject re: you should be ashamed of yourselves
    Posted 02/03/05 17:40 - 234 reads
    Posted by Rocker
    IP 220.253.xxx.xxx
    Post #529215 - in reply to msg. #529204 - splitview

    well picked up T4P


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  35. I get your drift joewolf.
    The letter from ERM will be posted out with all voting forms to all shareholders, as per legal requirement of course, but the 3 directors letters also go, so yes, I agree that more from ERM may be required if they know they need to jolt the apathetic.

    Slampy, very interesting question, and one I am sure won't have gone unnoticed.

    Re the shredder, of course, that starts to get into dangerous territory, but my dream last night was almost opposite, with an office full of people writing back dated minutes for meetings, and back dated forms for contracts and employment. It was a hectic dream, and I hope there's no reality in it at all.


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  36. I reckon you should all get a life personally!
    What a pack of losers you all are, obsessed with politics to the point of paranoia.
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  37. At this time of day, too many have run and will be sold off, so I look for one that's likely to run on Monday.

    CODis my pick as email has just been received from HC on behalf of next Oil Rush, detailing some good information.

    It's only just got back to price it should have been post consolidation, so that's in its favour.
    Very little to sell, I like that, as it will move quickly.

    Many won't have received the email yet as they're at work, etc.

    Read more here.

    http://www.nextoilrush.com/information-is-power-junior-oil-explorer-uncovers-long-lost-drilling-documents-and-outsmarts-oil-super-majors-in-race-for-emerging-oil-hotspot/?utm_source=HCMO

    Looks good for next week. Be prepared!
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  38. 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20
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  39. tvp
    re: it goes like this? Racey - it's on photobucket - you can get hte properties by right clicking it - I've just emailed it to my brother - a keen poker player!

    Salty - howsabout an email update please imo!!
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  40. What a fascinating thread reading back 3 months!

    Lots of reading today!
    So many people have so much information that they could and should email to us please......

    [email protected]

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  41. 1,093 Posts.
    lightbulb Created with Sketch. 493
    Alright, Silent-Bubbles, first off, thanks for sharing your insights, your take on the broader lithium and critical minerals space is always appreciated. I do admire the depth of perspective you bring to these forums; you clearly have experience and knowledge that gives your views weight. That said, I’d love to challenge some of the points you’ve raised while also sharing a bit of my own perspective on Sayona and its future potential.

    You mention that Sayona, or any listed company for that matter, is a gamble, and I don’t necessarily disagree. Investing inherently involves risk, and lithium companies, given their dependence on fluctuating commodity prices and evolving market conditions, add a layer of uncertainty. But with Sayona, there’s an argument to be made for both optimism and caution. Let me dig in a little, both for your views and my position.

    On the one hand, Sayona Mining's NAL project seems like a solid cornerstone. Producing spodumene concentrate, targeting annual production of 226,000 metric tons, and shipping to global players like LG Chem and Tesla are no small feats as I have mentioned above. Plus, the whole renewable hydroelectricity angle and infrastructure access make it well-positioned compared to competitors. However, as you and others here on the thread have pointed out, none of this has yet translated into a booming share price. It’s an intriguing paradox, because while the fundamentals, at least on paper, seem promising, the stock doesn’t reflect the potential many are banking on.

    Now, about your US and Canada trip in 2023 and the thesis you compiled at that time, it would be fascinating to hear more, even if just at a general level. I totally get and respect the confidentiality of those discussions, but surely some broader trends or takeaways are fair game for reflection here? What did you observe in terms of investor sentiment, operational challenges, or comparative advantages among lithium and critical minerals players? Even without revealing specifics, this kind of insight could shed more light on where Sayona stands in the grander scheme.

    Here’s where I’d add my counterpoints or questions for discussion: Is Sayona a stronger contender because of its role in the upcoming merger with Piedmont Lithium? The formation of MergeCo, with a 50/50 ownership split, could shift the narrative. Sayona becoming the parent entity might give it more strategic control, which, paired with the $99 million equity raisings, certainly implies plans to accelerate growth. The question is, do these moves position MergeCo, and thus Sayona, as a viable long-term player in the lithium market? Or is this just another example of big plans overshadowed by an inability to inspire market confidence?

    Another aspect you’ve highlighted, and one that’s been echoed by others here, is the volatility in the market. Average down, average up, pick your strategy, right? But given the cyclical nature of commodities, is this downturn an opportunity to increase positions, as you’ve alluded to, or is it a sign to cut losses and step away? You’ve got a good handle on things, and I think your point about taking a balanced view, looking at both the micro and macro, is valid. From a macro perspective, lithium demand is expected to soar with the world’s shift to EVs and renewable energy, but that doesn’t necessarily mean all players in the space will thrive. The micro-level question is whether Sayona can stand out among its peers, something that’s yet to be determined.

    Now, let’s talk about sentiment. The quietness from Sayona’s Board of Directors is indeed concerning. A lack of transparency or clear communication during uncertain times often causes investors to lose confidence. Could this silence be indicative of deeper issues, or is it simply a matter of timing, a deliberate strategy to play their cards closer to the chest? Without more clarity, it's hard to say whether this is a red flag or just a quirk of corporate strategy.

    Lastly, your reflections on Bitcoin and your critique of BOT, point well taken. Bitcoin’s volatility can certainly rival that of lithium stocks, and the recommendation to switch markets doesn’t come without its risks. However, I’d argue that diversification, rather than total pivoting, might be the way to go. Sayona’s future is far from certain, but abandoning ship entirely might mean missing out on potential upside. It’s a tough call, but one worth discussing further. I also mine ETC and have been doing so for many years. Prior to that I was farming Etherium before it went POS.

    Silent-Bubbles, I’m not trying to suck up here, I genuinely respect your knowledge and value your insights. But I’d be curious to hear more about your specific thoughts on MergeCo’s viability, Sayona’s competitive position within the lithium space, and whether you believe the current downturn represents an opportunity or a signal to reconsider involvement. With $150k invested, I have a significant stake in this game, and I’m eager to make informed decisions. What do you think, what’s the best way forward?

    The recent U.S. tariffs are a seismic shift in global trade, and their ripple effects on the lithium market are bound to be significant. Over the next 6 to 12 months, these tariffs could create a mixed bag of challenges and opportunities for companies like MergeCo, which is poised to become a major player in the North American lithium market. This is why I'm perplexed as to how it will affect MereCo in the long run or at least in the next six months.

    Well I'd imagine, there’s a silver lining here. The tariffs are designed to encourage domestic production and reduce reliance on imports, especially from countries like China, which currently dominates the lithium-ion battery market. MergeCo, with its NAL project and plans for increased production, is well-positioned to capitalize on this shift, at least that is my thinking SB. By offering a domestically sourced alternative, MergeCo could attract customers looking to avoid the added costs of imported materials. This could give the company a competitive edge, particularly if it can ramp up production efficiently and meet the growing demand for locally sourced lithium.

    Another factor to consider is the potential for government incentives to offset the impact of tariffs. The U.S. government has shown a strong commitment to bolstering domestic industries, particularly those related to renewable energy and critical minerals. If MergeCo can align itself with these priorities, it may benefit from subsidies, tax breaks, or other forms of support that could help mitigate the challenges posed by the tariffs. This would not only strengthen MergeCo’s financial position but also enhance its reputation as a key player in the domestic lithium market, do you agree so far?

    That said, the tariffs also bring risks. The increased cost of imported equipment and materials needed for lithium production could squeeze MergeCo’s profit margins, this is the conundrum I am having. Additionally, the broader economic impact of the tariffs, including potential trade wars and reduced consumer spending, could create a challenging environment for all businesses, including those in the lithium sector. MergeCo will need to navigate these complexities carefully, balancing its growth ambitions with the need to maintain financial stability.

    Ok so, the U.S. tariffs are a double-edged sword for MergeCo. While they present challenges in the form of higher costs and potential market volatility, they also offer opportunities for the company to strengthen its position as a domestic supplier of lithium. Over the next year, MergeCo’s ability to adapt to these changes and leverage its strategic advantages will be crucial in determining whether the tariffs ultimately prove to be a boon or a burden.

    The spot price of lithium is a hot topic, especially when considering MergeCo’s position as a US/Canadian (Australian) company. The dynamics of the lithium market are influenced by a mix of supply-demand factors, geopolitical shifts, and production costs, all of which play a role in determining whether MergeCo can carve out a profitable niche.

    Let’s start with the spot price itself. Lithium prices have been on a rollercoaster ride in recent years, driven by surging demand for EVs and renewable energy storage. While prices hit record highs during the EV boom, they’ve shown signs of stabilizing or even dipping slightly as supply catches up with demand. However, the long-term outlook remains bullish, with analysts predicting sustained growth in lithium demand as governments push for greener energy solutions. For MergeCo, this means the potential for higher revenues if it can position itself as a reliable supplier in this growing market.

    Being a US/Canadian company gives MergeCo a strategic advantage. The North American market is hungry for domestically sourced lithium, especially as the US government imposes tariffs and seeks to reduce reliance on imports from countries like China. MergeCo’s operations in Quebec and North Carolina position it well to meet this demand, offering a local alternative that aligns with government priorities. This could help MergeCo secure lucrative contracts with major players in the EV and energy storage industries, boosting its profitability.

    Now, let’s talk about MergeCo’s AISC. Efficiency is key in the lithium industry, where production costs can make or break a company’s bottom line. MergeCo’s focus on cutting costs to the bone is commendable, but it also raises questions about sustainability. While low AISC can help MergeCo weather price fluctuations, it’s crucial to ensure that cost-cutting measures don’t compromise quality or operational stability. If MergeCo can maintain high efficiency without sacrificing reliability, it stands a good chance of turning a profit even in a volatile market.

    However, there are challenges to consider. The lithium market is highly competitive, with established players like Albemarle and SQM dominating the scene. MergeCo will need to differentiate itself through innovation, strategic partnerships, and a strong commitment to sustainability. Additionally, the company must navigate potential risks, such as fluctuating spot prices, geopolitical tensions, and environmental concerns related to lithium mining.

    I think I'm almost done here SB, the spot price of lithium is likely to remain volatile in the short term but shows promise for long-term growth, at least when those tariffs bite hard. MergeCo’s position as a US/Canadian company gives it a competitive edge, especially in the North American market. By leveraging its strategic location, maintaining efficient operations, and addressing potential challenges head-on, MergeCo has the potential to show solid profits and establish itself as a key player in the lithium industry. The road ahead won’t be easy, but with the right strategies, MergeCo could turn its vision into reality.


 
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