SYA 2.70% 3.6¢ sayona mining limited

Ok...i should have... could have... would have situation......

  1. NxM
    937 Posts.
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    Ok...i should have... could have... would have situation... based on:1. Gloval lithium demand is yes - gonna go up and we need more lithium despite media narratives (i bet just local US and not global) around EV demand2. Lepidolite are easy DSO from africa to China and latter wont be bulged to any ESG nega narratives on this. Its simply just about how quick they can grt online on price spikes... at the moment refiners are lost making taking lepidolite... but they still produce (wth) imagine the ramp up when lit price spikes...3. Brine quality producers ramping and more so the preferred direction for high quality high flexibility (lower opex) lit battery.. in the long run, will still be prefered over hard rocks unless... and again... ESG ctedentials are highlightedSo what does SYA need to be a profitable and stable business..1. No nonsense and persuasive management2. Less reliance to China market requiring US to massively increase investment and appetite to battery production (highly politicised)3. Pursue vertical integration but not to detriment the soul and pocket of the company (unlike PLLs deal)4. Hope this nails in by around 2030 as when brine and other low cost feed gets into action particularly in Argentina to the US market
 
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3.6¢
Change
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3.7¢ 3.8¢ 3.6¢ $827.3K 22.47M

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49 7146787 3.6¢
 

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3.7¢ 1722440 3
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Last trade - 16.10pm 14/06/2024 (20 minute delay) ?
Last
3.7¢
  Change
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Last updated 15.57pm 14/06/2024 ?
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