Sharing the presentation of Lithium Universe (LU7) which has some interesting info on Quebec Lithium gap which relates to Sayona.
Not trying to cross promote.
Also there are some information on difficulties/challenges in some refineries projects, even for experienced players like TianQi and Albermale.
Hence, it is a very big step for Sayona to rush into downstream before the mining/operation/production of spod at NAL is stablised.
While some shareholders are bashing JB/team for being conservative & risk adverse (some even swear at them for having no balls), my personal opinion is that the Sayona management team is just being careful/prudent to take things step-by-step. Given, what had happened at Altura, I am more convinced that the prudence is very justified. Yes, it's taking rather long to get NAL production to the steady state. We are all dying to see faster actions moving downstream to mitigate the lop-sided spod offtakes with Piedmont. But it is what it is, we just simply can't rush things even if we wished to. Hence, more patience are required here at Sayona.
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