General Discussion Topics, page-34285

Interesting when you look at the relationship of Market Cap numbers and increases and decreases in percentage terms relative to other Peers in your Industry or similar Industries.

Even when you look at the likes of Tesla. I mean if you just take the similar time frames to when Sayona acquired Moblan , and let's use say the 8th October to the 5th November . In that same time frame where Sayona didn't even put on the equivalent to the value of the Moblan transaction , Tesla put on 55.58 percent or roughly US$444.9 Billion of value or HALF A $Trillion Dollars in obtaining its peak SP and Market Capitalization of around US$1.222.9 Trillion on 5th November or just over 60 days later.

So put another way , Tesla put on or added an amount of Market Capitalization which is equivalent to over 36% of its Market Cap that it had EVER had since its beginnings of over 10 years ago. So just repeating - it puts on near enough 40% of the value that it has EVER had in ONLY the span of 2 months.

Then in the subsequent 1 single trading week or ONLY 5 days from the 5th November to the 10th November , it ( Tesla ) gave up 16.78% or US$220.9 Billion.

At the same time FORD put on 42.87% with no give back on the SP in the same time frame in obtaining its current MC of US$85.72 Billion with GM only putting on 7.92% since 8th October and also with no retrace in achieving its over 10 year SP highs and its current valuation of US$91.77.

So these sort of numbers ....particularly with respects to Tesla is quite astonishing if not mind boggling. Especially when you consider that Tesla's comparative MC is almost 12 times that of FORD's and almost 11 times that of GM's. And ALL when you consider that BOTH GM's and FORD's latest last reported revenues are almost 4 times that of Tesla's.

So one has to consider that sort of CASH being generated and spun off by GM and FORD , and which can do a lot of things if they set their agenda and objectives to it.

At the same time , I guess that would compare to Elon's recent proceeds from the sale of shares of around US$11.5 Billion which brings his own personal wealth to around US$266 Billion and over a hundred Billion added in just 2021 alone.

So you can see there is simply a MASSIVE amount of capital floating around and flowing through in just these 3 North American EV manufacturers with their current over US$275 Billion of hopefully YOY recurring cash revenue streams and NOT including Elon's potential 1 off personal contributions which could range separately in the amounts and multiples of $Billions.

Interesting as well that the No. ONE shareholder of ALL three entities - TESLA , GM , and FORD is none other than one or more of the Vanguard Group entities with its over 7% held of FORD , almost 7% of GM, and over 7% of Tesla - With its No.1 holding of just over 5% in Tesla being valued in its own right at over 70% of either of FORD or GM entire Market Capitalization. And this is just an extraordinary distribution of Financial Wealth and Power.

So if Tesla or any company for that matter put on almost 40% of its entire Market Cap it has ever had in over 10 years in side a time frame of only 8 weeks , so to could Sayona have put on an amount of A$577.5 million from its previous approximate $1.039 Billion it had on 8th October after arguable expanding its Quebec operations with potentially 20 - 25% more available resource in arriving at it's comparable restated valuation of approximately A$1.616 Billion and a share price of 22 - 23 cents.

Tell you what though , it would be very bery interesting if you were have a sit down interview where you could ask Messrs Lynch or Phillips whether each of or BOTH of Sayona or Piedmont thought they could ' Catch ' up to the valuation of Pilbara Minerals by 2025 in the same manner as GM's CEO Mary Barra stated in the below interview of just around 6 weeks ago.

Particular focus should be brought to around the 1:13 minute mark where she talks about longer term supply of' Any of the Other Commodities or Materials ' that they ( GM ) need to grow their successful EV future.