SYA sayona mining limited

7.14%

1.5¢

Below from the Half year reports is a heads up for this quarter...

First 147298 Last

Share
Profile

Follow
Whisky49

13,899 Posts.

4845

09/03/25

14:41

Post #: 78191349
Share

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

Expand

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
9 Upvote

1 Great analysis

Reply

Top Stories

PAR

Paradigm Biopharmaceuticals makes key acquisition moving into FY26

RMX

Red Mountain: Chip samples point to 'large orogenic antimony mineral system' at Oaky Creek

Week 26 Wrap: Renewable gas fantasies; RBA July cut hope builds; copper's August peak?

HotCopper Highlights Week 26: Droneshield 2.0; Trigg re-jig & Virgin

SRL

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

BPH

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

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

OCC

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

MVF

Monash IVF shares cater 25% – Disaster or deep-value play?

First 147298 Last

Add to My Watchlist

What is My Watchlist?

A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.

(20min delay)
Last 1.5¢		Change 0.001(7.14%)		Mkt cap ! $173.1M

Open	High	Low	Value	Volume
1.4¢	1.6¢	1.4¢	$692.7K	46.46M

Buyers (Bids)

No.	Vol.	Price($)
128	33979336	1.4¢

Sellers (Offers)

Price($)	Vol.	No.
1.5¢	1696200	9

View Market Depth

No.	Vol.	Price($)
128	33979336	0.014
62	26493794	0.013
35	11968197	0.012
19	12020496	0.011
28	8885996	0.010

Price($)	Vol.	No.
0.015	1696200	9
0.016	21513018	74
0.017	31172036	60
0.018	20408272	68
0.019	16257844	24

Last trade - 16.10pm 27/06/2025 (20 minute delay)

SYA (ASX) Chart

Below from the Half year reports is a heads up for this quarter...

Paradigm Biopharmaceuticals makes key acquisition moving into FY26

Red Mountain: Chip samples point to 'large orogenic antimony mineral system' at Oaky Creek

Week 26 Wrap: Renewable gas fantasies; RBA July cut hope builds; copper's August peak?

HotCopper Highlights Week 26: Droneshield 2.0; Trigg re-jig & Virgin

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

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

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

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

Monash IVF shares cater 25% – Disaster or deep-value play?

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

Below from the Half year reports is a heads up for this quarter...

Top Stories

Paradigm Biopharmaceuticals makes key acquisition moving into FY26

Red Mountain: Chip samples point to 'large orogenic antimony mineral system' at Oaky Creek

Week 26 Wrap: Renewable gas fantasies; RBA July cut hope builds; copper's August peak?

HotCopper Highlights Week 26: Droneshield 2.0; Trigg re-jig & Virgin

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

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

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

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

Monash IVF shares cater 25% – Disaster or deep-value play?

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News