SYA sayona mining limited

Thanks T. The author Chris Williams is good and worth a follow...

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    Thanks T. The author Chris Williams is good and worth a follow if you are indeed a twit. @AdamasIntel

    There were a few things worthy of thought, eg Whabouchi's transport costs being highest eg higher than eg PMT.
    https://hotcopper.com.au/data/attachments/7062/7062832-cf76dda2cb066cb4df0afd4b294258b5.jpg
    Chris notes "PAK’s concentrate transport costs are also low, given delivery is set for the presumptive chemical plant location in Thunder Bay on Lake Superior, Ontario." Per doing the maths on presumptive chemical plants, should Whabouchi be calculated on transport to Bécancour?" Chris notes that apart from Pak and Seymour, "the remaining six projects in Quebec deliver to ports on the St. Lawrence River, with direct access to international markets via ocean freight."

    https://hotcopper.com.au/data/attachments/7062/7062849-afbeccdcd875cf4a51bb49689c7296c1.jpg

    Also, unrelated to Chris' article, I looked into the new Novalith technology Ken highlighted on the recent Rockstock video. I wonder whether it could be used at Renard/Moblan? Be good if anyone knows more about it to share, particularly wrt where the technology could be based. eg would it be at the mine site?

    https://hotcopper.com.au/data/attachments/7062/7062871-7500c45121726417c2456b4a6624bd0c.jpg
 
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