SYA 8.33% 2.6¢ sayona mining limited

General Discussion Topics, page-126624

  1. 2,066 Posts.
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    As a producer, if we have the first 113dmt instead of PLL, our SP could be more than 0.1 now. If we remove the $900 cap and revise to 20% discount to mkt rate instead, we could be more than 0.2 now in today's environment. If the macro improves, we should be more than 0.3.

    The offtake with PLL needs revision, respecting SYA as the primary producer. IMO.
 
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