SYA 5.88% 3.6¢ sayona mining limited

General Discussion Topics, page-101656

  1. 4,435 Posts.
    lightbulb Created with Sketch. 8695
    Just putting a few things together, to understand where Sayona might be in terms of tones produced.

    In the investor presentation dated May 26, 2023 (pg. 10), they show production figures for both March and April.

    https://hotcopper.com.au/data/attachments/5318/5318772-5b6749f969a3672a361b4ebdc7bfee4b.jpg
    This is a total of 10,734 produced.

    During the panel video filmed in London on May 9th, Brett references that they have 15,000 tons at the port of Quebec.
    https://hotcopper.com.au/data/attachments/5318/5318778-3de2b0a3c54489c81a9de6aeb2a4bf13.jpg
    https://hotcopper.com.au/data/attachments/5318/5318786-da6dbb0e8a0cd44b9fa12c8ec3acde7b.jpg

    This would indicate to me that from May 1 to May 9th Sayona produced 15000 - 10734 = 4266 tons, or 474 tons per day. There are 31 days in May so we could guess at around 14694 tones produced in May.

    If they indeed are hitting this type run rate 3 months into the project and have til October to get to full name plate of 18833 tons per month, I think we will make that pretty easy.

    Can anyone else remember other references to tons that have been produced? I think these are all of the recent figures.
 
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