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Michael Langford
• 1st
Executive Director at Airguide International
12h •
Agree with, "Unsustainably Low Lithium Prices Set the Stage for the Next Supply Crunch" - will this lead to another price spike ? Yes, it will, as history yet again repeats (as it has done so with bulk commodities and base metals) - worth reading:
https://lnkd.in/gDiwUv9u
I would also add, that while the low spot price has an impact on current producers expanding or continuing operations, it is more the forward curve that disincentivizes new project development. It is the combination of low spot and lower future prices that causes wild swings in commodity prices as supply fails to keep up with demand.
To be fair, these wild swings in commodity prices is also why I love commodities.
Why do analysts get the forward curve so wrong?
Analysts essentially take at face value what companies state with little understanding of geopolitics / logistics / mine engineering understanding. As a result anything stated to come online is 100% guaranteed (in real life 1% likely) at and when the company states. These views are then priced into the forward curve disincentivizing new project development.
Looking forward to the second half of 2024 for #lithium prices.
https://www.linkedin.com/feed/update/urn:li:activity:7165572862286712832/
Do you really think Tesla is going to let Sayona go under?
Repeat the ONLY WAY Tesla gets tax break is with North American Lithium,. They have had the 5000-tons from Silver Lake ponds for years, no other lithium in the US being produced...
ioneer got cheap loans from the inflation act with low interest, with no permit.
Sayona, can get GRANTS from Canada and the US for processing. Sayona, has been testing "newer green" refining processes , when it is proven then they can apply for GRANTS "FREE MONEY"..
If they land a partner like Tesla, this will climb. But that’s a big “If” for the moment. This project will need money to get going, who’s going to fund it?? Us shareholders? If so, they dilute us into the ground and that’s a shame
1.36% Li2O is a very high numbers, easier to process. Moblan Lithium Project is worth $2.2-billion by itself.
https://clients3.weblink.com.au/pdf/SYA/02774427.pdf
I'v said hunderds of times Tesla will be the offtake, it is the only way for Tesla to get the tax credits.
I would not want to make a deal with any other EV company, no one else makes as many EV's as Tesla. Cybertruck is ramping up and semi starts in 2024
Tesla Semi Volume Production Will Not Start Until Late 2024: Musk
https://insideevs.com/news/672016/tesla-semi-volume-production-wil-not-start-until-late-2024/
Tesla will be adding three new battery plants this year in the US. Name one other mine in north America where there is lithium being produced?
https://www.scmp.com/tech/big-tech/article/3250513/tesla-open-us-battery-plant-equipment-chinas-catl
Need to wait for the refinery to get finished and dialed in.
None of you want to believe me that is fine I added another 500k shares under .03
A DLE plant cost is well above 1/2 a billion dollars they are now being put on hold in the US.
Compass Minerals to abandon lithium extraction on Great Salt Lake.
https://www.fox13now.com/news/great-salt-lake-collaborative/compass-minerals-to-abandon-lithium-extraction-on-great-salt-lake
Great news! But does this equal more dilution to shareholders if they can’t find a partner with cash deep pockets to finance this project?!!!
19 February 2024 Moblan Lithium Project Definitive Feasibility Study
https://clients3.weblink.com.au/pdf/SYA/02774427.pdf
SAYONA MINING LIMITED SYA😉
https://www.asx.com.au/markets/company/sya
Lucas Dow
Experienced Resources CEO
https://www.linkedin.com/in/lucas-dow-47801a1b3/
14/02/2024 Appointment of New Non-Executive Director
APPOINTMENT OF NEW NON-EXECUTIVE DIRECTOR
https://clients3.weblink.com.au/pdf/SYA/02772885.pdf
Tesla To Start LFP Battery Production in Nevada Using Equipment From China's CATL
Published: 1 Feb 2024
E88: Lithium Pearl Jam. Wilsons Advisorys' Sam Catalano
3,137 views Feb 9, 2024 #lithium #electricvehicles
INDEX:
0:00 - Introduction
6:04 - Profitability Still Achievable in Volatile Lithium Market Despite Structural Changes
8:08 - Methodology Behind Long-Term Lithium Pricing Models and Project Viability
13:23 - Significant Price Increase Needed to Incentivize Lithium Project Development
15:34 - Viability of Low-Grade Lepidolite as Alternative Lithium Supply
19:56 - Concerns Over Potential Overcorrection in Lithium Pricing Amidst Recent Production Cuts and Rationing
20:57 - Risks of Market Pivot Towards Lithium and Impact on Supply Chains
25:19 - [Alcoa, Albemarle, Arcadium] Parallels Between Lithium Industry's Evolution and Quality Bias in Matured Steel Industry
30:03 - [Alcoa, Rio Tinto] Profitability and Future Trajectory of Lithium Industry Amid Uncertainties
32:34 - [Sichuan Yahua, Pilbara, Chengxin] Lithium is becoming more commoditized
35:33 - [Atlantic Lithium, Liontown, Leo Lithium, Core Lithium, Ioneer] - Atlantic's Position Despite Quality Assets Amid Bid Activity Discrepancies
42:54 - Sayona, Lake Resources, AVZ Minerals, Influence of Retail vs. Institutional Ownership on Stock Valuation
51:08 - Mali's Political Instability and its Impact on Leo Lithium's Future
55:09 - [Gangfeng] Industry Dynamics Shift as China Expands Operations in Africa Amid Political Uncertainty in Mali
59:06 - [Liontown] Funding Gap Looms Large as Liontown's Breakeven Price Exceeds Current Market Rates
1:02:01 - [Core Lithium] Core Lithium Shutdown: What Price Reopens the Door?
1:04:26 - [Liontown] - How confident are you in Liontown's study compared to Core Lithium's
1:06:23 - [Ioneer] - Why is Ioneer your long-term prospect?
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We are looking for an Assistant Engineering Superintendent! ✨
As Assistant Superintendent of Engineering, you will be responsible for overseeing, mentoring and developing our dynamic teams. You will play a critical role in approving mine operational plans while ensuring budgets and deadlines are met. You won't have time to get bored!
To see all the details and skills required for this position 👉: https://lnkd.in/eX9Pgv3J
https://www.linkedin.com/feed/update/urn:li:activity:7161719272661057536/
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We are grateful for the opportunity to participate in the Pikogan Career Day hosted by the Mich Economic Development Corporation! 🤝🏼
Several exchanges and discussions are planned today for Sarah Laquerre, Director of Human Resources and Bianca Galimi, Manager of Communications and Community Relations.
Don't hesitate to come and meet them, it's a great opportunity to discover our professional opportunities. We look forward to meeting you! ⚡️
https://www.linkedin.com/feed/update/urn:li:activity:7161803037601198080/
We should praise this management. The cash raise that everyone was whining about was a perfectly timed stroke of genius that would not have happened with any other management, $200M and it happened at $0.18 per share, it was brilliant given our current environment. That happened because we have management who have great experience with this environment. We will rise much stronger than we have ever been and the timing will perfectly coincide with the next lithium bull run due to the EV market disruption. These prices won't happen again with this company. $SYAXF long and strong!
I’m not short here.. I’m also not the kind of investor to move on at a loss, so I’ll wait. But optics wise, this mgmt team has let investors down. I get that lithium will soar again however the fundamentals with SYAXF currently are undesirable.
Then sell your shares and be on to the next thing. It would be Foolish to own something one doesn't believe in. Sure hope you are not short here, that won't end well. Personally, given the current and forward financial environments and future demand on this industry, I expect over $10B market cap. DYOR. $SYAXF long and strong!
How will we rally when we’re sitting on 10 bill shares outstanding? Doesn’t give me reason for optimism unfortunately
Winding this machine up for the next run. We will not have as much competition this run as China lithium manipulation is like cancel culture to those in debt, they will be canceled and acquired. Meanwhile we will continue to be the only North American SC producer during the start of the current cycle placing us strongly ahead of the competition. $SYAXF long and strong!
China Drops to Second in BloombergNEF’s Global Lithium-Ion Battery Supply Chain Ranking as Canada Comes Out on Top
https://about.bnef.com/blog/china-drops-to-second-in-bloombergnefs-global-lithium-ion-battery-supply-chain-ranking-as-canada-comes-out-on-top/
This dog will only run once mgmt buys back some of those outstanding shares. Way too overweight imo at 10 Bill.. Thx Brett Lynch!!!
Without the CR we would be BK. It was a stroke of genius with perfect timing. IMO This is easily multi billion dollar company once all processing is in place, Moblan doubles down on that. Now we will be ready for the real run that begins now and extends to 2028-2030. $SYAXF long and strong!
Kwasi Ampofo
Head of Metals and Mining at BloombergNEF
2h • Edited
I own the stock.. I’ve made money here and decided to buy back in a year ago. Mistake on my end because to ur point, lithium prices fell.. but fundamentally Brett & Co did not do right by shareholders with current float.. it’s egregious.
Nothing to do with Sayona, look at lithium spot pricing, we will run when it does, very soon with restocking IMO. $SYAXF long and strong
Wow this really tanked with those share offerings. Brett Lynch to blame imo. 10 Billion shares outstanding? Are you kidding me?! Shareholders got fleeced by these white collar criminals
30/01/2024 5:39 pm Quarterly Activities/Appendix 5B Cash Flow Report
https://www.asx.com.au/markets/company/sya
Jordan Roberts
Battery Raw Materials Analyst at Fastmarkets
4h •
Not directly. The offtake is with $PLL, who we are in JV, Sayona Quebec, with. Looks like they are trimming fat in the form of payroll, good moves given the current environment. We weather this and come out the other side running. I think it is good to have management who has been through this already with Altura, that experience and knowledge is priceless. $SYAXF long.
24/01/2024 Operational Review to Optimise NAL Cost Structure
https://cdn-api.markitdigital.com/apiman-gateway/ASX/asx-research/1.0/file/2924-02765466-2A1501196
Kswies, did Sayona, have a MOU with Tesla,?
I can not seem to find it with Google.
Do you recall Sayona, having a MOU with Tesla?
I know pll had a contract. I seem to recall a MOU.
Tesla Announces New Semi Factory!
It is hard, especially for those who look at it everyday. This has always been long, '26 is the year. $SYAXF long.
Sayona is the only operating mine in North America.
https://www.bloomberg.com/news/articles/2024-01-19/us-will-ban-pentagon-procuring-batteries-from-china-s-catl-byd
346,706 views Streamed live on May 8, 2023
Increasing lithium refining capacity is critical to a sustainable energy economy—today, we're breaking ground on our in-house lithium refinery outside of Corpus Christi, TX.
Tesla Lithium Refinery to Begin Operations Early 2024
Oct 7, 2023
https://www.tesmanian.com/blogs/tesmanian-blog/tesla-lithium-refinery-to-begin-operations-in-early-2024
15 November 2023 Tesla Lithium Refinery Plant near Corpus Christi, Texas Update (08:25AM)
Keep an eye on Tesla's lithium proccessing plant that is suppose to be done in the near future. After Tesla has it running and dialed in, is when Sayona will get a signed contract/offtake agreement.
Tesla refinery to start production next year
539 views Oct 5, 2023
Officials said that work is expected to start soon.
Agreed, too bad didn’t sell when it was at $.26. Now can only hope the lithium market takes off but probably a long wait until maybe 2025 or 2026. Who the hell knows.
There seems to be no bottom in this. A year or two ago, we were talking about $.50-$1.00 smh
Claes OrnC
CEO @ Thematica | MBA, Investments, Portfolio Management
4h •
The ASX 200 stocks hit with the biggest broker downgrades last week: Core Lithium, Sayona
By Kerry Sun
Mon 08 Jan 24,
https://www.marketindex.com.au/news/the-asx-200-stocks-hit-with-the-biggest-broker-downgrades-last-week-core
11 January 2024
Sayona and Ramo join forces to reclaim mining water using Evaplant technology and planting 20,000 willows.
https://www.sayona.ca/nos-nouvelles/sayona-et-ramo-sunissent-pour-la-valorisation-des-eaux-minieres-grace-a-la-technologie-evaplant-et-a-la-plantation-de-20-000-saules/
Vallée Drilling Intersects 1.04% Li2O over 6.46 m
Consolidated Lithium Metals Inc. - GlobeNewswire - Thu Jan 11, 9:24AM CST
Part 6 Tesla Corpus Christi Lithium Plant Deep Dive Video (3 production strategies Tesla will use)
Positive Results for Fish Lake Valley Project
11/01/2024 3:20 pm
https://www.asx.com.au/markets/company/1mc
Guidance on Carbonate timeline November 2023 AGM
Here is the only comment on the article, it is a translation from French.
Olivier Langelier
NOVEMBER 22, 2023
They can oppose all they want, entitled people think they can control what isn't theirs to begin with just to score a payout....money talks, the investments have already been made
This is part of the problem that needs to be cleared up asap.
Open Letter
Published Nov 22, 2023 - 11:03 AM CST
Michael Langford
Executive Director at Airguide International
1w • Edited •
click on link to see more.
https://www.linkedin.com/feed/update/urn:li:activity:7145557536048394240/
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