General Discussion Topics, page-147471

Ill counter if i may.

1. You mention "better run companies" Such as PLS.. who lost 69M for the same period. This gets fixed with higher lithium prices

2. Your correct. Being a producer means NOTHING, if the lithium price isn't profitable. The thing is, if and when the price recovers, SYA Immediately turns profitbale unlike, PMT,WR1,CXO,INR A11 ect. So i know which of these companies ide prefer to be invested in when the price recovers.

3. Again, this is fixed with a better lithium price. Not ever project will be funded at the same time obviously, but having the optionality during a particularly unstable political period HAS to been seen as a positive. Canada, US, Ghana and Australia. Thats some pretty diverse regions as opposed to say LTR or PMT or CXO who has projects in 1 location.

4. see point 1. if prices don't recover, no projects, aside from maybe Green bushes, will be profitable, not even PLS. Ironically one of the next lowest cost hard rock projects is EWOYAA, which is part of the MergCo portfolio.

5. again, Lithium price. Shares on issue doesnt stop the share price form going higher. (refer back to 2022 when prices were crazy, share price was also crazy)

6. Debatable. Debt is the least desirable way of funding IMO.

7. Lithium price has made "The stock collapse" . Dont forgot, your pin up boy PLS hit a 52 week low last week. Your such a fan of their "well run company" Then why are they at 52 week lows? ide hazard a guess its the lithium price.

8. LG Chem did invest in PLL?

9. SYA doesnt have a bad business model. Its been ramping up a high cost project during a low price cycle.

10. 100% correct. Theres no point going downstream until and, if upstream is profitable. Alot of posters here that hate the board have been the ones screaming that we should have made the move into carbonate already. That would hve surely bankrupted the company. I said downstream potential because you asked why invest in SYA over others.. LTR has no downstream plans, CXO has no downstream plans, PLS has scaled back its downstream plans.