I would agree that the Sayona/Altura stories are very different.
The issue with Sayona is communication.
For a company to say that they didn't see Brett's departure coming, is laughable.
For a company to say 5 months ago that any offtake agreement is weeks away is concerning.
For a company to say 2 months ago that nameplate was on track for October is possibly misleading.
Analysts do not like this company. Why?
It's either going to defy the market and become a huge player in North America or it's going to disappear with our money.
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