From HOOPZ on twitter, quite interesting now:
https://twitter.com/_H00PZ_/status/1714405922842546360?t=eSUOCCCgop2ZozSIHdCuaQ&s=19
Very clearly shows just now undervalued Sayona is currently vs it's in production peers (blue represents in production obviously).
He points out:
Some observations:1) Valuations for assets in production are very tightly clustered. Valued at roughly $1,500 to $2,000 AUD per tonne of LCE reserves.2) $LTR - At $2,646/t of LCE LTR is very "highly valued" considering that it is not in production nor fully funded. At $3 it is $2,850/t which is almost double the valuation of other assets already in production.3) $SYA - is an obvious outlier. At $953/t of LCE SYA is undervalued relative to its peers. This may be the result of the 50% offtake with PLL which has a ceiling of US$900/t which severely limits the margin available on 50% of the asset. Meaning it can't be valued like its peers until SYA and PLL agree to move forward with the carbonate plant, which will eliminate the offtake.4) $LPI - Significant share price increase (moves to the right towards fair value) due to speculation regarding a potential transaction with Codelco.
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23 | 7756966 | 0.026 |
43 | 13235160 | 0.025 |
26 | 6873079 | 0.024 |
23 | 5872965 | 0.023 |
Price($) | Vol. | No. |
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0.030 | 9819829 | 36 |
0.031 | 4534251 | 17 |
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0.033 | 1924706 | 10 |
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