Hi All.
Long time holder.
After the AGM today i realised the primary thing (within our control) needed to turn the SP around was the production to be at least 226t.
Reason, incase anyone is still unsure - we need to provide at least 113T or 50% (which ever is greater) to PLL, hence SYA cannot make any decent revenue until it hits at least 226.
Yes, i understand we need to bring production cost down.
Yes, there is the lithium market spot price which is....well
But the above 2 really dont matter unless SYA achieve a minimum of 226KT. Production cost can half by 50%, spot price can increase by 100% - it matters not if SYA only produce 150KT, and have to hand over 113KT to PLL.
Purpose to create this thread is so WE can atleast keep track on how much has been produced, as i dont expect management to keep us informed - regardless of what was said at the AGM about IR.
May have to read between the lines on ANN's that do come out.
So i would like to encourage anyone who comes across production figures to post them in this thread. May have to get them out of PLL ANN's.
Thanks.
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