Australia's largest stock trading and investment forum Australia's #1 stock forum

SYA

Click for more information

7.14%

4.5¢ sayona mining limited

General Discussion Topics, page-137438

First 137438 Last

Share
Profile

Follow
Norbeto

1,057 Posts.

342

24/04/24

09:49

Post #: 73490576
Share

Originally posted by Langleybc: ↑

"Sayona Quebec Pry Ltd" (Sayona and Piedmont) is 75% Sayona and 25% Piedmont.

The JV splits the revenue 75% Sayona and 25% Piedmont. The JV also splits the costs 75% Sayona and 25% Piedmont.

Unfortunately the JV sells up to 113,000 tonnes ( or 50% of the output for that year) of spodumene per annum (with any shortfall being carried over to the following year) to one customer at a maximum price of $900US.

This one customer is Piedmont.

The remaining spodumene is sold to "other" customers at market prices.

When "Sayona Quebec Pty Ltd" opens the carbonate plant, the company will then send the 226,000 (approximately) of spodumene to the carbonate plant in lieu of Piedmont and "others" as noted above.

The revenue that is derived from the carbonate plant processing the 226,000 (nameplate output) of spodumene will be split 75% Sayona and 25% Piedmont. The operating costs are also split 75% Sayona and 25% Piedmont.

Clearly "Sayona Mining" will receive the maximum revenue WHEN "Sayona Quebec Pty Ltd" opens the carbonate plant.

Expand

Not exactly... 186,000 tonnes is what's quoted at a grade of 6% for an output of 23,610 tonnes. Piedmont could receive the remaining 40kt

SYA Price at posting: 3.4¢ Sentiment: Buy Disclosure: Held
Upvote

0 Great analysis

Reply

There are more pages in this discussion • 2,514 more messages in this thread...

First 137438 Last

Add SYA (ASX) to my watchlist

(20min delay)
Last 4.5¢		Change 0.003(7.14%)		Mkt cap ! $463.1M

Open	High	Low	Value	Volume
4.5¢	4.6¢	4.4¢	$2.219M	49.48M

Buyers (Bids)

No.	Vol.	Price($)
9	988665	4.5¢

Sellers (Offers)

Price($)	Vol.	No.
4.6¢	9368294	53

View Market Depth

No.	Vol.	Price($)
10	1603936	0.045
37	5699585	0.044
28	7706949	0.043
43	9750021	0.042
40	9282331	0.041

Price($)	Vol.	No.
0.046	9111281	51
0.047	2980238	26
0.048	4908630	21
0.049	4916013	19
0.050	4483318	27

Last trade - 13.20pm 27/05/2024 (20 minute delay)


Last 4.5¢			Change 0.003 ( 6.64 %)
Open	High		Low	Volume
4.5¢	4.6¢		4.4¢	23489250
Last updated 13.38pm 27/05/2024 ?

SYA (ASX) Chart