SYA sayona mining limited

Just a sign of the times Rota and Moblan is no different really,...

  1. 13,896 Posts.
    lightbulb Created with Sketch. 4845
    Just a sign of the times Rota and Moblan is no different really, projects only go ahead if they make financial sense ..people forget that PLS and LTR, not to mention others including Elevra , are capable of adding more supply to the market at relatively short notice so make it more difficult for non producers to commit to starting development.
    In many ways its good news as it keeps potential supply off the market and Elevra is not in a position to take on any more capex beyond expanding NAL anyway.

    All projects that Elevra end up with beyond NAL have no guarantee of going to production but a lot of ground work has been done if the numbers eventually stack up. No need to change the merger terms.

    Cheers Whisky
    Last edited by Whisky49: 30/04/25
 
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