Yea, don't confuse some critical posts about management to mean that I have soured on Sayona. For me I think we still have every opportunity ahead of us that I have been posting about for years. I am hoping that I am over reacting to a management style that I am not crazy about, I am watching and hoping they deliver. If quiet delivery works I will be less vocal.
1. February - 2 independent BOD members
2. By the end of March Moblan DFS
3. Improved Investor Relations & communications (starting the day before AGM according to James)
4. Results on the review of the technical study which was delivered to our JV partner for Review in August of 2023. 7 Months in review seems a bit excessive.
5. Solid off-take agreement in place this fiscal year.
6. New CEO in H1 2024
These issues were all discussed at the AGM. None of them is late, but I do have a concern as to whether #3 is actually showing improvement.
I also acknowledge that we are in a very difficult pricing environment and that getting to nameplate and cutting costs have become the #1 priority.
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