Thank you Split, the rightful steward of this forum.

First 36542 Last

Share
Profile

Follow
MoonRocket

2,014 Posts.

892

12/01/22

19:17

Post #: 58815242
Share

Originally posted by SplitFusion: ↑

you did not mention 2 years the person who said $3.50 did, and you missed what he said.
If you are not even going to read what someone says I have no hope that you will ever do enough analysis to figure out what Sayona is capable of.

You also are calling for 30% dilution, on what basis are you calling for this scale of dilution? That would be around $300m you believe they will need to raise. I know they company has never ever mentioned a number like this, so where are you pulling it from ?

I suppose if you assume that Sayona is just like PLS, and never converts their own spod into hydroxide / carbonate then you would probably get to the conclusion you have. However that is not what the strategy here is. We already have the facilities to convert spod to hydroxide on site at NAL and will make a decision in Q1 on which product it will produce.They have stated a number between 47m and 63m to make those upgrades We are almost certainly in conversations on a 2nd facility where we would be a % owner.

Companies that are producing even small quantities of hydroxide are trading above $10B. Livent only produced 16,000 tons last year and has a market cap of $4 billion. Combined Sayona plans to produce 60,000 tpa nearly 4x that of Livent, and when they hiit their 2027 targets they will be close to 100,000 tpa.... these are world class numbers, so if you have no clue about what is going on please read up and get your story straight.

Expand

Thank you Split, the rightful steward of this forum.

SYA Price at posting: 14.0¢ Sentiment: Buy Disclosure: Held
5 Upvote

0 Great analysis

Reply

Top Stories

THB

Thunderbird picks up plethora of uranium targets based on EM survey in Canada

SGR

Thousands eye Star on HotCopper, SkyCity in strife – are ASX casino stocks safe anymore?

MKT

The ASX can overlook its Telecomm small-caps. Here’s one diversified brand with an international footprint

CRI

Critica unveils fresh REE hits near Jupiter play in WA – and 5 new prospects

NSM

North Stawell Minerals set to raise $1.3M in capital raising for exploration in Victoria

There are more pages in this discussion • 108,166 more messages in this thread...

First 36542 Last

Add SYA (ASX) to my watchlist

(20min delay)
Last 3.5¢		Change -0.001(2.78%)		Mkt cap ! $360.2M

Open	High	Low	Value	Volume
3.6¢	3.7¢	3.5¢	$1.685M	47.16M

Buyers (Bids)

No.	Vol.	Price($)
27	6087983	3.5¢

Sellers (Offers)

Price($)	Vol.	No.
3.6¢	4590718	15

View Market Depth

No.	Vol.	Price($)
26	5945126	0.035
21	9898486	0.034
44	13319409	0.033
69	15801206	0.032
33	7065841	0.031

Price($)	Vol.	No.
0.036	4571218	14
0.037	12111880	41
0.038	16293009	33
0.039	16101855	27
0.040	7295410	43

Last trade - 16.10pm 17/10/2024 (20 minute delay)

SYA (ASX) Chart

Thank you Split, the rightful steward of this forum.

Thunderbird picks up plethora of uranium targets based on EM survey in Canada

Thousands eye Star on HotCopper, SkyCity in strife – are ASX casino stocks safe anymore?

The ASX can overlook its Telecomm small-caps. Here’s one diversified brand with an international footprint

Critica unveils fresh REE hits near Jupiter play in WA – and 5 new prospects

North Stawell Minerals set to raise $1.3M in capital raising for exploration in Victoria

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

Thank you Split, the rightful steward of this forum.

Top Stories

Thunderbird picks up plethora of uranium targets based on EM survey in Canada

Thousands eye Star on HotCopper, SkyCity in strife – are ASX casino stocks safe anymore?

The ASX can overlook its Telecomm small-caps. Here’s one diversified brand with an international footprint

Critica unveils fresh REE hits near Jupiter play in WA – and 5 new prospects

North Stawell Minerals set to raise $1.3M in capital raising for exploration in Victoria

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News