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clock Created with Sketch. 29/03/24
16:45
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Originally posted by Kevo88:
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yeh well we all know this given are valuation. The broader market basically see us as a ball and chain to PLL nothing more. No ability to progress any carb or hydro without PLL, no ability to secure OTA without PLL input. No ability to make astute decisions in best interest of the shareholders and as majority controller of NAL jv. No ability to maintain nameplate as the aim and just achieve pfs based figures. The fact they have just missed a “targeted” cost review of its own NAL operation screams incompetence and to be honest it doesnt even need to go to PLL. It has no relevance to them. If they wanna do a strategic review of NAL they should do their own for their shareholders. That simple really our review should be done for our JV holding after all the review focused on maximising output etc is different from a cost review done under PLL who get the first 50% regardless. So from that point there would be a clear difference between the focus of each and what needs to be achieved.
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They are not that bad at getting things done, they have a real factual success at some of their work. I mean, as an example, the way they very successfully operated to get their pay rise was just incredible...lol...We most feel the same, this said, once the price of lithium will become a sure positive trend, SYA will also enjoy the rise. But this isn't a sure thing yet, in mean time, I am keeping my egg ready to buy!
(20min delay)