SYA 5.26% 3.6¢ sayona mining limited

On 17th July 2020, the presentation by Brett Lynch at Noosa...

  1. 78 Posts.
    lightbulb Created with Sketch. 7
    On 17th July 2020, the presentation by Brett Lynch at Noosa Mining Conference shows that:

    • NAL in 2018 produced ~114 000 t of spodumene against a nameplate capacity of 180 000 t, and that
    • Spodumene production halted [at NAL] in February 2019 amid operational issues

    I’m continually reading but missing a few important pieces of information, that I'm sure someone here already has covered somewhere in the threads, but I have been unable to locate. Can anyone help?

    1. How/why the nameplate capacity increased from the previous 180,000 t up to 220,000 t? Is this part of the 'significant operational upgrades'?
    2. While there will be 'significant operation upgrades', do we anticipate that all 2018/2019 operational issues will have been resolved?
    3. What is the anticipated ‘capacity factor’ for the plant from commissioning. Can they hit or exceed 80%? Does anyone have an idea of the anticipated month-by-month ramp up of capacity factor through to the fully commissioned plant from Q1 2023 (i.e. the road to full production)?
 
watchlist Created with Sketch. Add SYA (ASX) to my watchlist
(20min delay)
Last
3.6¢
Change
-0.002(5.26%)
Mkt cap ! $370.5M
Open High Low Value Volume
3.7¢ 3.7¢ 3.5¢ $2.158M 59.44M

Buyers (Bids)

No. Vol. Price($)
6 2625000 3.6¢
 

Sellers (Offers)

Price($) Vol. No.
3.7¢ 5881377 21
View Market Depth
Last trade - 16.10pm 28/06/2024 (20 minute delay) ?
SYA (ASX) Chart
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.