SYA will be providing 113Ktpa of SC6 to Piedmont over the Life of Mine. Within the recently completed PFS (Not DFS as previously indicated) the company highlighted they will be producing 163ktpa.
This would result in 69% of SC6 going to Piedmont, with the remaining 31% able to be sold on market.
The company made a booboo by modelling 50% to Piedmont and 50% at market within the PFS (As shown below). The Financial Numbers NPV, IRR, Payback Period etc would not look so flash if they correctly assigned 113Ktpa to Piedmont which has since been acknowledged.
The real value for Piedmont isn't in the operation and 25% Ownership of the barely economical Mine, it is in the 113ktpa Offtake locked in at a maximum of $900/t, which given current Lithium Pricing opens up downstream processing or onselling options to 3rd parties which will generate significant revenue for the company starting in 2023
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