NAL was indeed a surprise. I did not expect that this tiny company worth a couple of hundred million dollars back then would be able to get a mine, but much less a spodumene plus carbonate processor. I would have expected one of the much bigger companies to snatch NAL. It is truly amazing that Sayona got a developed plant with a mine that can produce by 2023 or a bit earlier. Sayona still needs to be careful in balancing growth with debt and other hurdles, but I think they will. I think that getting revenue from NAL at higher lithium prices will help with this. The other nice thing is that we are getting a bunch of nice catalysts that should continue to help the SP: expanded resource estimates in Quebec and Australia, gold, BAPE, offtake agreements, partners, acquisitions, etc. The potential of a hub to process hydroxide in Quebec could be the ultimate game changer. It may require partnering with other companies in Wabuchi,, James Bay, etc., and the right help from the government, but my hope is that it will happen once the company gets steady revenue and is fully de-risked.
GLTAH!
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