SYA 1.52% 3.3¢ sayona mining limited

General Discussion Topics, page-27035

  1. 11,254 Posts.
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    Tbh. I don't think the market has really "understood" how "undervalued" we are here. It's normal behaviour for humans to be "short sightend here"

    If you look around at other timelines, you'll fine their targets pretty much on par with Sayona. (2025)

    https://hotcopper.com.au/data/attachments/3703/3703780-5c8387707ed6794ec883540d79ed513b.jpg


    1. We already have a fully maintianed Plant for around $50m (saved capex around 500m?) probable more when adjusting to inflation now.

    2. If our target is 2025 for Hydroxide/Carbonate, what's the real story here? Are we underpromising, or is the ladder showing unrealistic times frames? Have a real good think about that.

    3. The carbonate was already in construction. How much is Carbonate forcast to be by 2025?

    https://hotcopper.com.au/data/attachments/3703/3703890-a1b4560433eb8bfa5bb8af5c7665b727.jpg

    4. Add the Molblan spodumene concentrator with a daily ore supply capacity of 2,600 tonnes. (Has a Bape already)

    Everyone is worried about the SOI?

    The hard parts are nearly done with us, while most others have to endure the massive capex once they start working on their projects. Some of the biggest companies in the world you can see have way larger SOI than us as Split pointed out. TBH when we have an "Off-take" with Ford/Tesla, do you really think anyone will notice the SOI when Billions of $$$ start coming through & people realise that Sayona will be one of the few that will be into production? Nope! Private funding will come through & we won't have to worry so much on anymore CR's

    https://hotcopper.com.au/data/attachments/3703/3703865-be9a917a01345a87a6b9407ae2b6fdd4.jpg


    Inflation is going to make gold run and won't be held down for much longer
    . Just remember we invested A$2M in Western Australia gold exploration, in ramp up in search for Hemi‐style
    gold. We should start the drilling this year.

    It would surprise me if we have some sort of JV with De-Grey by getting royalties of them mining our tenements.
    De-grey are moving fast and heavy cause they know inflation is going to mean "Big Business"

    https://hotcopper.com.au/data/attachments/3703/3703922-e9009303176b87d1c0fd9dfa6abfe8e7.jpg

    If anyone is getting fustrated the SP isn't moving, it's time to pack your bags and move on. You're better off chasing the other lithium runners for the time being.

    1B Market Cap for all this? Come on!

    https://hotcopper.com.au/data/attachments/3703/3703945-1fe5818a1b10b617efb7549e655aca45.jpg


 
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