SYA 3.13% 3.1¢ sayona mining limited

General Discussion Topics, page-141725

  1. 10,912 Posts.
    lightbulb Created with Sketch. 3634
    If you think doing that is reasonable then by all means do so.

    Putting my text is italics as I'm just cutting and pasting some snippets from some posters.


    https://hotcopper.com.au/data/attachments/6336/6336534-85362207dc223b07f10c77066412157f.jpg

    Unfortunately no ....

    https://hotcopper.com.au/data/attachments/6336/6336537-b0ed76618b3e12e14e4e71afa515d6cc.jpg

    and then

    https://hotcopper.com.au/data/attachments/6336/6336546-9c2b1883d400181e92db9e3832f7fd22.jpg
    I did and they weren't.

    and we have

    https://hotcopper.com.au/data/attachments/6336/6336554-c9ce076a8898c2d40a285fb8ea5198fe.jpg
    Well the surprise part is right - that's for sure.

    And we also had this posted

    https://hotcopper.com.au/data/attachments/6336/6336563-50fa82471064d711ded40005bcc620bb.jpg

    NO IT DOES NOT HAVE TOO.. Yes producing more tonnes lowers your FIXED COST per tonne. But if you variable costs are inflating higher then that is not always the case - surprise surprise - noting higher reagent costs and labour for example.

    https://hotcopper.com.au/data/attachments/6336/6336576-ca333ade20346dba3520964833dd2536.jpg



    Mill utilisation and recovery were Qtr highlights ... but even with those, costs came down only marginally ... NAL's high cost of production really has the spotlight upon it at present ... it has to be brought down using whatever means necessary ... otherwise it becomes the marginal cost producer in a general supply sense ... a big beneficiary if and when 2-tiered pricing for IRA compliant material arrives.

    Well see how well this fares in the coming weeks
 
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