General Discussion Topics, page-83819

Tries to put approximate minutes for comment - was interesting to hear, especially hw they refer to Sayona.
7:09 Subsidies from China expire but nothing says they won't have new ones
7:30 28% short -supply to demand - leg up
8:04 PLL- non developers that coming online - through OPERATOR SAYONA.
29 project coming on through 2025 - 2/3 have not produced lithium before
For PLL specifically we see the impact of the NAL mine restart up - huge cash flow from offtake arrangement- 142 million in DOE grants for the Tennesee lithium project covering 20% CAPEX. PLL have a loan application through US goverment 13:23 113 tons from NAL to two converters that can process 30,000 each in the US by end of decade. 18:00
9:55 IS A MISPRICED EQUITY with NAL coming online- he talks about PLL- but it should include SAYONA. (We are the operator and the mayor owner)
10:00 Sayona's website has a count down clock
11:00 Qualifying for IRA benefits - not alot of qualyfing for EV tax credit - if its from US and fair trade countries- NAL (everything in N America qualifies as well as Sigma out of Brazil?)
15:30 LAC - Thacker pass not online 2030.
28:54 There is no present substitute for lithium

PLL is very east to roll off the tongue in this interview but not Sayona. Sayona is referred to as the OPERATOR. Unsure why they do not say that Sayona is the OPERATOR, but also major owner in the NAL with a 2025 end of offtake. Also, they talk about stock available for American investors - and this may be the key why they are concentrating on PLL. Sayona being an OTC stock and not available for sale of stock on some platforms may not be considered as a stock available for investment?....