SYA 3.03% 3.4¢ sayona mining limited

General Discussion Topics, page-104835

  1. 441 Posts.
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    PLS MC$14.87B share price is $4.90
    shares on issue 2,998,187,481
    SOI multiplied by Share Price = Market Cap

    SYA MC$1.87 share price 0.18cents
    Shares on issue 10,039,138,024

    SYA with respect for the MC of PLS in fair comparison, currently is SYA $1.48 per share to equal same MC

    PLS took a few years to get to this position, they are dividend providing and have $2B cash in bank
    they are 100% owned, not JV
    Just producing SC6. If they were to invest in refineries…. Which would be amazing to Pilbara area. They would be worth significantly more. SYA is JV and may have SC6 and refining….

    SYA is a JV on NAL, so we get a portion
    SYA is 60% Moblan so we get a portion
    SYA in Pilbara is 100% and earn in

    BL is now on the board of directors for JOR which has just changed its name to Consolidated Battery Metals.
    this is 51% SYA as the JV expands at NAL

    SYA has a lot of partnerships here.

    I’m of the thought that when money flows, and these projects and expansions are funded, by Canadian govt or by a POSCO etc. the value of SYA will be realised.

    MC ~4-9B is achievable in the short term when executed.

    New mines, concentrators construction are now VERY expensive. Unless you find a site with only 2% grade. It’s going to be awfully expensive building. Then having Govt on you side for infrastructure such as power lines and rail to transport product. Margins get squeezed instantly here.

    SYA had Guy L, now working with Govt on the battery metal side.

    Canadian govt sells jobs, jobs that happen quickly, plants that can be up and quickly or ‘repurposed’ from other as they may have permitting.

    rail is crucial

    rail is crucial, i said it twice

    Rail link to NAL equals jobs quickly.




 
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