SYA sayona mining limited

7.14%

1.5¢

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Whisky49

13,899 Posts.

4845

09/03/25

14:41

Post #: 78191349
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Originally posted by JytteHilden: ↑

I would guess the Plant at NAL alone is worth minimum US $500m alone as is. So our dear Mr. Market is full of balderdash imo.
All other assets has a price tag also that is ignored.
The current price for SC 6.0 spodumene concentrate as of March 9, 2025, is approximately US $845 per tonne CIF China, with a range of US $830–870 per tonne.
Per Q2FY25 NAL Concentrate Production and Unit Operating Costs is app. US $810 for SC 5.3-5.5

We're pretty close to break even, and a little nudge in Li prices will flip us positive.

Plenty of CAM plants on the way "near" us.
BESS ramping at incredible pace.
Global sales of EV is NOT slowing down.

Should be obvious to all this market cycle is at it's bottom.

Good things come to those who wait, but better things come to those who are patient. The longer you have to wait for something, the more you will appreciate it when it finally arrives.

But there is always risk.

/J

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Below from the Half year reports is a heads up for this quarter but rebuilding in the June quarter indicates to me that the hedging shipments starting in April are likely to be at or above breakeven prices and its already locked in...

Cheers Whisky

SYA Price at posting: 2.0¢ Sentiment: Buy Disclosure: Held
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Last 1.5¢		Change 0.001(7.14%)		Mkt cap ! $173.1M

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No.	Vol.	Price($)
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Price($)	Vol.	No.
0.015	1696200	9
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General Discussion Topics, page-147298

'Not possible' to port renewable gas: ACCC takes AGN to court

Boss extends June win streak with boosted Alta Mesa extraction rates

Australia’s gas crisis is here – and dying coal plants aren’t helping

ASX Market Close: Index creeps lower as half-year mark approaches | June 26

Paradigm Biopharmaceuticals makes key acquisition moving into FY26

ASX Market Open: IPO hype, Wall Street ATHs push Aussies into green hope | June 27

Sunrise pops on top scandium hits NSW explorer will now use for 'multi-decade' plan

Listen: HotCopper Wire Podcast 015 – Yeah, we're thinking the IPO market is back

Orthocell sees 4% jump as Remplir used in first US surgery. But is that low?

NATO’s 5% target: Why Almonty Industries’ mega mine and NASDAQ listing are a perfect fit for investors

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General Discussion Topics, page-147298

Top Stories

'Not possible' to port renewable gas: ACCC takes AGN to court

Boss extends June win streak with boosted Alta Mesa extraction rates

Australia’s gas crisis is here – and dying coal plants aren’t helping

ASX Market Close: Index creeps lower as half-year mark approaches | June 26

Paradigm Biopharmaceuticals makes key acquisition moving into FY26

ASX Market Open: IPO hype, Wall Street ATHs push Aussies into green hope | June 27

Sunrise pops on top scandium hits NSW explorer will now use for 'multi-decade' plan

Listen: HotCopper Wire Podcast 015 – Yeah, we're thinking the IPO market is back

Orthocell sees 4% jump as Remplir used in first US surgery. But is that low?

NATO’s 5% target: Why Almonty Industries’ mega mine and NASDAQ listing are a perfect fit for investors

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News