SYA 5.88% 3.6¢ sayona mining limited

General Discussion Topics, page-102010

  1. 3,317 Posts.
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    My original response was to this post of yours (pasted below) in which you very clearly were talking about the Carbonate plant (a.k.a, the Carbonate PFS). To which I asked, how is PLL going to pay for their 25%? Let's assume CAPEX is $300m for the plant; that means PLL is on the hook for $75m.

    And paying for it is not as far off as you think.

    And, quite actually, I would not be surprised whatsoever if it comes out that the fiasco with the delayed carbonate PFS, lack of OT agreement, et al., was caused solely by PLL.

    Because if you think about it, who stands to lose the most once the carbonate plant is up and running? PLL of course. Not only does their revenue stream dry up in 2 years or so, but they also have to fork over $75m.




    https://hotcopper.com.au/data/attachments/5324/5324856-65801beff77cce2ec6fa3fda1d16f9b6.jpg

 
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