SYA 7.35% 3.7¢ sayona mining limited

Name the business mate. Heads up though .....anyone can name...

  1. 12,907 Posts.
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    Name the business mate. Heads up though .....anyone can name them , but its more about providing the reasons and the rebuttal or explanations as to why that is the case. Because the Markets and how they end up ascribing valuation to businesses is NOT an exact science and not all what it seems a lot of the time. And I don't know how long you have been investing , but I would suggest not long if you can't even recognize this Market phenomenon or the Analytics behind it.

    I gave you an example of one popular one the other day with actual facts taken directly out of their most recent financial statements.

    And do you recall what your answer to me was.? Well ,I'll remind you , it went something like they have a ' Unique Product ' and a commanding market position free of competition and which is backed up only on the Whimsical hopes it can secure future and as yet materialized future contracts.

    And I showed how this contrast to Sayona who now has an actual Asset by way of a plant which can produce many multiples of Income from this plant in the conversion of what it now also has in a resources which is more than double the size and the largest near term resource in North America and where this ' doubling ' compares more favorably against others in the Industry with similar current values are placed.

    So sure there will always be ' Competition ' as you say . There is competition even in the Airline business. But just look at how Qantas has been able to defy gravity with its valuation for years on end.

    And that is because whilst there may be competition , there are also ' Barriers to Entry ' which in Sayona's case as is similar to Qantas and it's protected routes , Sayona ALREADY has the expensive PLANT and the close proximity in tonnage of resources that these 10 others you speak of will have to BOTH find and BUILD.

    This is what will set Sayona apart form the others. There is also the comparative analogy to that of Qantas's brand int he ' Flying Kangaroo ' whereby any deposits or lithium or critical minerals processing facilities located in North America will attract their own ' Brand Premium ' when valuing them against other similar companies operating elsewhere and significantly farther away from these markets.

    So there are indeed many many reasons as to the Why's and What For's that go into ascribing valuations to companies that market participants like yourself just can't see. And there are so so many examples that you can currently use or indeed reflect back at from over the years. But essentially what I have come to realize is that rather than trying to forever DISPUTE the market and it's mysterious ways as to why it values some companies the way it does versus others , your time is best spent embracing and working through the numbers in a way that gives you a better understanding . And that just doesn't apply to Sayona as I've illustrated.

    So whether this is simply because you don't have the understanding or years of experience in having seen many examples of this , or whether its more to do with a particular grievance you have against Sayona or indeed myself , in either case I would suggest doing much more substantiating research before making such unfounded claims about either Sayona or myself.

    So please provide the proof that my views and my comments alone have resulted in others making poor decisions and / or losing monies. I have capital on the line here too my friend. And quite frankly this argument you are peddling against me has been tried , tested and failed by others and coincidentally are all magically gone from Hot Copper now for one reason or another.

 
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