SYA 2.94% 3.3¢ sayona mining limited

SYA A NPV Valuation, page-6

  1. 4,433 Posts.
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    You must be speaking to someone I have blocked. I see you reference $700/t production cost, which is never stated in any document that I have ever seen. From the PFS. This is the total cash cost of production in US$, the OTA with piedmont is in US$ so we should be comparing apples to apples.

    Part of this $590 is the cost of purchasing ore from Authier, Since we own Authier we would be paying ourselves

    https://hotcopper.com.au/data/attachments/4937/4937721-c87def525eeaef6ac1ac6be6e638ed23.jpg

    https://hotcopper.com.au/data/attachments/4937/4937724-a06d86848808cd7e44638ec40e6009ad.jpg

    $590 - $205 = $385

    As I see it this is the cost of production. Then you would have to assume a 75/25 spilt with Sayona paying $288.75 and Piedmont paying $96.25

    For at least the first 6 months we will not be purchasing ore from Authier at all.

 
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