SYA (ASX) General Discussion Topics

Originally posted by SplitFusion: ↑
I cleaned this up a bit and extended it out to 2027. If you see any other errors let me know and I can clean it up.

Notes
2025 - updated spod for Moblan from 200,000 to 300,000 - We know they will be starting to drill in February to expand and they are also looking to add via acquisition. 300,000 is probably low, but keeping with conservative estiimates.

2026 - Moblan spod turns to Carbonate / Hydroxide

2027 - Adding Tansim

Not included
50% agreement with Morella
Mt. Dove Gold
Graphite

Year 2023

Production Sale Price / t Operating cost/t Total Revenue Total
Operating cost EBITDA
Spod PLL Contract 81,250 $900.00 $350.00 $73,125,000 $28,437,500 $44,687,500
Spod 2nd Contract 81,250 $2,500.00 $350.00 $203,125,000 $28,437,500 $174,687,500
Totals 162,500

$276,250,000 $56,875,000 $219,375,000

% ownership EBITA Company Total

Piedmont 25% $219,375,000 $54,843,750

Sayona 75% $219,375,000 $164,531,250

Year 2024

Production Sale Price / t Operating cost/t Total Revenue Total
Operating cost EBITDA
Spod PLL Contract 125,000 $900.00 $350.00 $112,500,000 $43,750,000 $68,750,000
Spod 2nd Contract 125,000 $2,500.00 $350.00 $312,500,000 $43,750,000 $268,750,000
Totals 250,000

$425,000,000 $87,500,000 $337,500,000

% ownership EBITA Company Total

Piedmont 25% $337,500,000 $84,375,000

Sayona 75% $337,500,000 $253,125,000

Year 2025

Production Sale Price / t Operating cost/t Total Revenue Total
Operating cost EBITDA
Carobnate/ hydroxide Contract 31,250 $24,000.00 $4,000.00 $750,000,000 $125,000,000 $625,000,000
Moblan Spod 300,000 $2,500.00 $350.00 $750,000,000 $105,000,000 $645,000,000
Totals

$1,500,000,000 $230,000,000 $1,270,000,000

Hub
% ownership EBITA Company Total

Abitibi
Piedmont 25% $625,000,000 $156,250,000

Sayona 75% $625,000,000 $468,750,000
Total Sayona
Northern
SEQUEM 40% $645,000,000 $258,000,000
$855,750,000
Sayona 60% $645,000,000 $387,000,000

Year 2026

Production Sale Price / t Operating cost/t Total Revenue Total
Operating cost EBITDA
Carobnate/ hydroxide Contract 40,000 $24,000.00 $4,000.00 $960,000,000 $160,000,000 $800,000,000
Moblan Hydroxide 40,000 $24,000.00 $4,000.00 $960,000,000 $160,000,000 $800,000,000
Totals 80,000

$1,920,000,000 $320,000,000 $1,600,000,000

Hub
% ownership EBITA Company Total

Abitibi
Piedmont 25% $800,000,000 $200,000,000

Sayona 75% $800,000,000 $600,000,000
Total Sayona
Northern
SEQUEM 40% $800,000,000 $320,000,000
$1,080,000,000
Sayona 60% $800,000,000 $480,000,000

Year 2027

Production Sale Price / t Operating cost/t Total Revenue Total
Operating cost EBITDA
Carobnate/ hydroxide Contract 71,250 $24,000.00 $4,000.00 $1,710,000,000 $285,000,000 $1,425,000,000
Moblan Hydroxide 40,000 $24,000.00 $4,000.00 $960,000,000 $160,000,000 $800,000,000
Totals 111,250

$2,670,000,000 $445,000,000 $2,225,000,000

Hub
% ownership EBITA Company Total

Abitibi
Piedmont 25% $1,425,000,000 $356,250,000

Sayona 75% $1,425,000,000 $1,068,750,000
Total Sayona
Northern
SEQUEM 40% $800,000,000 $320,000,000
$1,548,750,000
Sayona 60% $800,000,000 $480,000,000

For comparison - this is Albermale's EBITDA, and current Market cap in USD.

Expand
Thanks Split,
Puts it all into a basic perspective and that is all without those other 3 goodies sitting on the sideline.
By Dec 2026 I,ll be 60yrs young so might have to cash out a few and really party. If we hit those figures you'll be the guest speaker

Cheers,
T2S

No.	Vol.	Price($)
40	9752903	3.4¢

No.

Vol.

Price($)

9752903

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Price($)	Vol.	No.
3.5¢	14435210	54

Price($)

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14435210

No.	Vol.	Price($)
40	9783198	0.034
35	16211129	0.033
187	45599159	0.032
71	24567532	0.031
116	17342932	0.030

No.

Vol.

Price($)

9783198

0.034

16211129

0.033

187

45599159

0.032

24567532

0.031

116

17342932

0.030

Price($)	Vol.	No.
0.035	14395816	53
0.036	5534777	23
0.037	4992250	23
0.038	3570246	18
0.039	1572598	13

Price($)

Vol.

No.

0.035

14395816

0.036

5534777

0.037

4992250

0.038

3570246

0.039

1572598

(20min delay)
Last 3.5¢		Change 0.002(4.55%)		Mkt cap ! $344.8M

Open	High	Low	Value	Volume
3.3¢	3.5¢	3.3¢	$645.8K	19.12M

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Year 2023

	Production	Sale Price / t	Operating cost/t	Total Revenue	Total Operating cost	EBITDA
Spod PLL Contract	81,250	$900.00	$350.00	$73,125,000	$28,437,500	$44,687,500
Spod 2nd Contract	81,250	$2,500.00	$350.00	$203,125,000	$28,437,500	$174,687,500
Totals	162,500			$276,250,000	$56,875,000	$219,375,000


	% ownership	EBITA	Company Total
Piedmont	25%	$219,375,000	$54,843,750
Sayona	75%	$219,375,000	$164,531,250


Year 2024

	Production	Sale Price / t	Operating cost/t	Total Revenue	Total Operating cost	EBITDA
Spod PLL Contract	125,000	$900.00	$350.00	$112,500,000	$43,750,000	$68,750,000
Spod 2nd Contract	125,000	$2,500.00	$350.00	$312,500,000	$43,750,000	$268,750,000
Totals	250,000			$425,000,000	$87,500,000	$337,500,000


	% ownership	EBITA	Company Total
Piedmont	25%	$337,500,000	$84,375,000
Sayona	75%	$337,500,000	$253,125,000


Year 2025

	Production	Sale Price / t	Operating cost/t	Total Revenue	Total Operating cost	EBITDA
Carobnate/ hydroxide Contract	31,250	$24,000.00	$4,000.00	$750,000,000	$125,000,000	$625,000,000
Moblan Spod	300,000	$2,500.00	$350.00	$750,000,000	$105,000,000	$645,000,000
Totals				$1,500,000,000	$230,000,000	$1,270,000,000


Hub		% ownership	EBITA	Company Total
Abitibi	Piedmont	25%	$625,000,000	$156,250,000
Abitibi	Sayona	75%	$625,000,000	$468,750,000		Total Sayona
Northern	SEQUEM	40%	$645,000,000	$258,000,000		$855,750,000
Northern	Sayona	60%	$645,000,000	$387,000,000


Year 2026

	Production	Sale Price / t	Operating cost/t	Total Revenue	Total Operating cost	EBITDA
Carobnate/ hydroxide Contract	40,000	$24,000.00	$4,000.00	$960,000,000	$160,000,000	$800,000,000
Moblan Hydroxide	40,000	$24,000.00	$4,000.00	$960,000,000	$160,000,000	$800,000,000
Totals	80,000			$1,920,000,000	$320,000,000	$1,600,000,000


Hub		% ownership	EBITA	Company Total
Abitibi	Piedmont	25%	$800,000,000	$200,000,000
Abitibi	Sayona	75%	$800,000,000	$600,000,000		Total Sayona
Northern	SEQUEM	40%	$800,000,000	$320,000,000		$1,080,000,000
Northern	Sayona	60%	$800,000,000	$480,000,000


Year 2027

	Production	Sale Price / t	Operating cost/t	Total Revenue	Total Operating cost	EBITDA
Carobnate/ hydroxide Contract	71,250	$24,000.00	$4,000.00	$1,710,000,000	$285,000,000	$1,425,000,000
Moblan Hydroxide	40,000	$24,000.00	$4,000.00	$960,000,000	$160,000,000	$800,000,000
Totals	111,250			$2,670,000,000	$445,000,000	$2,225,000,000


Hub		% ownership	EBITA	Company Total
Abitibi	Piedmont	25%	$1,425,000,000	$356,250,000
Abitibi	Sayona	75%	$1,425,000,000	$1,068,750,000		Total Sayona
Northern	SEQUEM	40%	$800,000,000	$320,000,000		$1,548,750,000
Northern	Sayona	60%	$800,000,000	$480,000,000

General Discussion Topics, page-37531

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