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xindongzuitaohua

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15/12/16

15:56

Post #: 21366923
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Originally posted by strauss ↑

Had a quick look at that 2013 study and a few things that stood out to me were that

http://www.gleneagleresources.com/w...March-01-2013_PEA_Glen-Eagle_rev_March-11.pdf

1. Using a spod price of $680/t the NPV on the old resource which was 68% smaller was $170m US = $230m AUD

So 2 things come to mind
First GXY has set the Spod contract price at $900/t and as can be seen from the old study the deposit is very very sensitive to the Spod price at a guess using $900/t would probably spit out a $500m+ AUD NPV

Second that was on the lower JOR, given the 68% increase in the JORC contained Lithium Id assume those NPVs would be 40-50% better

2. The Cap Ex is very low compared to peers at $45m US, Im not sure why or how they got such a low cap ex figure but if its confirmed in the new PFS then this will be a huge advatage for SYA over its peers who have Cap Ex figures 3-4x that

we really need to see the PFS and I can only hope they show an upside valuation scenario using the recent GXY contract price of $900/t

Expand

Anyone care to reread the Updated investor prevention released November:

https://hotcopper.com.au/documentdownload?id=uOMxKKzFkiWRTLKhOROKAxjvSDYD6wi9wROZs+54ke92GA==

Back then, Sya used $600 per ton Spodumene price, and Authier already Economicsl and Techincal viability....

Logistic has quite good advantage with only 5km to Sealed road, 20km to Port, Ekectricity and gas expendure are low....

Currently Sya got 75% Jorc resources increase along with surging Lithium Spodumene price.....

PFS could come any day,,...

Why the sell?

There are too many people let the opportunities go while complaining why they are not lucky to get a chance....

Last edited by xindongzuitaohua: 15/12/16

SYA Price at posting: 3.0¢ Sentiment: Buy Disclosure: Held
2 Upvote

0 Great analysis

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Last 2.4¢		Change -0.001(2.08%)		Mkt cap ! $241.8M

Open	High	Low	Value	Volume
2.4¢	2.5¢	2.3¢	$247.3K	10.34M

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No.	Vol.	Price($)
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No.	Vol.	Price($)
71	15398247	0.023
34	5983590	0.022
24	3884435	0.021
50	8962445	0.020
7	6013023	0.019

Price($)	Vol.	No.
0.024	3701932	20
0.025	5825818	34
0.026	8497190	17
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