I think we will see 10c with offtake and financing, and that is with the current sector sentiment. If the sector goes on another bull run 15c or more by end of Q3.
I posted this a few months back:
Per Altura's Sept 30th ann, their NPV is 411m (slide 9): https://alturamining.com/wp-content/uploads/2017/08/1710794.pdf
Today, Altura's MC stands at 645m. So their MC is their NPV x 1.57. Sayona's NPV of 227m, so 227 x 1.57 is 356m. Keep in mind that the lithium sector and US markets are at a low right now, and Altura is a few months from production.
I think Sayona will do better than that. The DFS might break 300m NPV if they use higher concentrate prices and have some more lithium. And I am very optimistic about Tansim adding to future gains.
I think we will see 10c with offtake and financing, and that is...
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