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Sayona Mining

1. Chief P 17 april 2023 14:35

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   Mooie koersstijging vandaag. Ik hou dit aandeel al langer in de gaten maar heb momenteel geen positie.
   Hoe verwachten jullie dat dit aandeel zich komende jaren gaat ontwikkelen?
2. nine_inch_nerd 17 april 2023 14:59

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   quote:

   Chief P schreef op 17 april 2023 14:35:

   Mooie koersstijging vandaag. Ik hou dit aandeel al langer in de gaten maar heb momenteel geen positie.
   Hoe verwachten jullie dat dit aandeel zich komende jaren gaat ontwikkelen?
   

   - Geen schuld en minimaal 100 milj cash
   - NAL: hier zijn ze al vanaf eind februari bezig met winnen Li erts. Cashflow gaat starten.
   - Vrijdag nieuwe NAL cijfers binnengekomen waaruit blijkt meer cashflow te gaan regenereren komende 20 jaar
   - Vannacht Moblan (andere hub) pre-resultaten binnengekomen: resultaten kun je lezen in vorige berichten. "HUGE".
   - Aanzet tot Li-CO3 en Li-OH refining is bezig. Onafhankelijkheid van China en direct leveren aan EV's in de buurt/Canada/VS.
   - Ze zullen binnenkort nieuwe afnemers gaan bekend maken: ze gaan dit jaar 85,000 - 115,000t maken vanuit NAL
   
   Dus, een producerende miner in Canada met nog meer Li velden die aangezet worden binnen 1,5 jaar en daarbij ook de refining gaan opzetten. Ze creëren een monopoliepositie in Noord Amerika zo. Ze krijgen alle steun van de Canadese regering. VW, Ford en meer EV's producenten vestigen zich in Canada.
   
   Het staat nu rond de AU$ 0.20
   De hoeveelheid aandelen is (echter) zeer hoog.
   Shorters zitten nu dik in SYA (en andere Li-miners)
   
   Ik verwacht persoonlijk (maar wie ben ik?) minimaal een verdrievoudiging binnen nu en eind 2024!
   
   Lees hier dit draadje eens terug en zie de links met cijfers. Er staat ook een interview ergens van CEO en deze is zeer verhelderend (en andere video's).
3. Chief P 18 april 2023 00:30

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   Dankjewel voor je uitgebreide reactie. Ik ga alles nog eens goed doorlezen.
   Potentiële pijnpunten die ik nu zie zijn de impact van de invoer van Lithium uit opkomende markten/landen zoals China en (daarmee) de kans op een dalende Lithium prijs door overproductie. Ook het gegeven dat er veel shorters zijn en zoveel uitstaande aandelen zit me niet helemaal lekker.
   
   Nu moet je mijn bevindingen met een korreltje zout nemen, want ik geef volmondig toe dat ik relatief weinig kennis van deze sector heb. Ik ga me er nog eens goed in verdiepen en zal dit forum wat actiever meelezen om goed van de ontwikkelingen op de hoogte te blijven.
4. nine_inch_nerd 18 april 2023 10:05

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   Succes! Wordt vervolgd.
   Vannacht -9% :). Zal zijn tijd nodig hebben....
5. nine_inch_nerd 18 april 2023 10:06

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   18 April
   Sayona Mining Limited (ASX:SYA) Finance Manager Dougal Elder discusses the release of the DFS for the North American Lithium Project, the increase in the Moblan resource, funding and timeline.
   
   youtu.be/8lz8D8wD-Ok
6. DeZwarteRidder 18 april 2023 10:09

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   ......
7. nine_inch_nerd 18 april 2023 10:29

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   DeZwarteRidder schreef op 18 april 2023 10:09:

   ......
   

   Nee, he. Hellup :)
8. nine_inch_nerd 18 april 2023 12:24

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   Voor mensen die niet willen luisteren .... :)
   www.sharecafe.com.au/2023/04/18/sayon...
   
   Sayona Discusses DFS Upgrade and NAL Expansion
   By Finance News Network
   
   Sayona Mining Limited (ASX:SYA) Finance Manager Dougal Elder discusses the release of the DFS for the North American Lithium Project, the increase in the Moblan resources, funding and timeline.
   
   Tim McGowen: We’re talking today with Sayona Mining (ASX:SYA). It’s an emerging leader in the supply of lithium for North America’s electrification. It has an ASX code of “SYA” and a market cap of $1.7bn. We’re joined by Dougal Elder, who’s the company Finance Manager. Dougal, welcome back to the network. Thanks for your time.
   
   Dougal Elder: Thanks for having us, Tim.
   
   Tim McGowen: Dougal, congratulations on releasing the DFS announcement on Friday night for the now-producing North American Lithium Project — referred to, of course, affectionately as “NAL”. Now, on Friday, you’ve announced an almost doubling of your NPV on a Canadian dollar basis, and that’s led to an Australian NPV valuation of about $2.2bn. There’s been some changes as to how the project might look since last year’s PFS was released. With all those changes in mind, can you run us through the factors driving the substantial increase in the value at NAL?
   
   Dougal Elder: Yeah, thanks, Tim. And I think the first point that I might make is, you know, NAL is now a $2bn valuation operation, and that’s a plant that we bought for $100m only two years ago. So, significant value has been delivered to Sayona through our hub-and-spoke strategy. And I think that’s probably the first point to make. The factors driving the valuation uplift for NAL are numerous, and they’re primarily operational factors. So, we start with production. The production run rate for NAL in the near term will be 226,000 tonnes per annum. And that’s really around maximising tonnes out of the plant whilst the spodumene prices are at a very high level. So, we are going to produce and sell a 5.4 per cent grade product, and that’s really around maximising margin to the joint venture to allow us to get to that 226,000 tonne run rate.
   
   The life of mine production for NAL is 190,000 tonnes over the life, the 20-year life, which is a 16 per cent increase over and above the PFS. So, again, you know, more tonnes out of the plant over its life, a significant contributor to the valuation uplift. The plant also is looking for higher recoveries until the commencement of downstream operations. So, we’re looking at recoveries in excess of 70 per cent, so it’s between 70 and 72 per cent. And that’s a function of, you know, we’ve lowered the grade to drive out tones, but also maximised recoveries to ensure that we can deliver the greatest economic margin to the joint venture. We’ve also looked at improving grades. So, the reserve and the resource has fallen at both NAL, and the reserve has fallen at Authier, but that’s a function of significantly increasing the grades of those two ore bodies. And that’s part of our strategy around mining a higher-grade deposit, to increase the grades through the NAL concentrator to maximise recoveries and maximise spodumene concentrate that is available for sale.
   
   So, I think, all in all, it’s a very positive story. More tonnes, better grade, higher recoveries. And I think, you know, the decrease in the mine life and the lower reserves because tonnes have moved from indicated to inferred. We’re very confident that we’ll pull those back into indicated as a result of the part of 50,000m drill campaign that is already underway at the Abitibi Hub. So, we’re very confident that the lithium is still there, and we’re going to pull that back through the drill program this year, starting with a 16,000m program to convert those inferred resources back to indicated over coming months.
   
   Tim McGowen: What can we expect from the NAL project in 2023 and 2024? And when and how will the nearby Authier be developed, and what is the status with permitting here?
   
   Dougal Elder: The primary focus for us is about de-risking the NAL concentrator, and we’ve taken a number of measures to deliver this. There’s a significant stockpile of ore on the run of mine stockpile today. Over 200,000 tonnes is there today. And that’s really about de-risking the feed intake to the crushing circuit to allow the NAL concentrator just to run at maximum capacity. So, we’ve taken steps to de-risk the mining operation and build that stockpile. And I think the focus for us over the balance of this year is to ramp NAL aggressively to its production run rate of 226,000 tonnes. We think we’ll get there by around October of this year, Q4, and then the challenge is to hold that level moving forward once we get to that rate. So, that’s the focus for this year.
   
   You mentioned Authier. So, Authier is part of the hub-and-spoke strategy for the Abitibi Hub, and very important to the NAL concentrator over its life of mine. We’ve taken the decision to undertake a public consultation process there called a BAP. That’s a voluntary decision, and that was really around providing the local community and stakeholders in the Abitibi region the opportunity to provide their opinions on the proposed Authier project, which has undergone a far more comprehensive environmental assessment. So, you know, we wanted to maintain our social licence in that region, and we think it’s very important to keep the community on board in relation to that project. So, that public consultation process will kick off later in the year, and we are anticipating that the public decrees will be issued prior to the middle of next year, with first ore production around the middle of next year delivered to NAL.
   
   So, I guess the focus is de-risking NAL, bringing Authier online within the next 18 months or so. And then the third thing is we’re undertaking an extensive drilling program program across the NAL and Vallée Lithium projects, and there’s a number of reasons for this. I mentioned the part of the reserves that have fallen from indicated back to inferred. Part of that program is to bring those back into indicated, which we’re very confident that the lithium is still there and it’s just a matter of getting that drilling done within the pit shell to move those inferred resources back into indicated. There’s another around 30,000m of exploration drilling along strike or along trend from the NAL pit. That’s to the northwest and to the southeast, so that’s pure upside to the current model. And then the third part to the drilling program is drilling across the Vallée Lithium Project, which is part of our $4m commitment this year to own a 25 per cent interest in the Vallée Lithium Project.
   
   So, lots of drilling this year at the NAL project to increase the confidence around the measured and indicated part of the reserves, but also potentially grow the resource base there. And I should note that all of that work is fully funded. We raised money through the Canadian flow-through share scheme a few months back. That was to basically underwrite all of this work that we knew that was upcoming. So, a fully funded exploration program, drilling at speed to not only increase our confidence in the resource and reserve model, but also potentially to try and grow the size of our resource base at the Abitibi Hub.
9. nine_inch_nerd 18 april 2023 12:25

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   Tim McGowen: And, Dougal, we’ve got some questions on funding. But, first up, the lithium carbonate refinery near NAL is kind of partially constructed, with a PFS for the lithium refinery due out shortly. Can you paint a picture of what becoming Canada’s first vertically integrated lithium developer might look like, and how will that project be funded?
   
   Dougal Elder: That’s a great point, Tim. And I think, you know, that’s the really key message with the NAL carbonate plant. It’s a partially constructed carbonate plant that we purchased two years ago from the Quebec government as part of the NAL acquisition, and if we can get that into operation by the end of 2026, NAL would be the first and only integrated lithium chemical producer in North America for supply into North America. So, I think that’s a very significant opportunity, not only for Sayona together with our partners at Piedmont Lithium (ASX:PLL), but also for the province of Quebec, you know, to be the primary and a significant supplier of lithium chemicals sourced from North America into North America. So, I think that’s a very substantial opportunity that awaits, and we’re looking to progress that rapidly. As you mentioned, there’s a PFS underway for the carbonate facility. That’s due back at the end of April. That work has been undertaken by Hatch, and they’ve been studying the carbonate plant for a number of years, so they’ve got a very good understanding of that facility. We’re expecting a capital cost of around US$300m to complete that plant. And just to put that into context, the single biggest piece of equipment that is required is the crystalliser, which is around $75m. So, you know, the PFS will obviously give us detail around the economics, timelines and capital costs, but we’re very excited with the opportunity and we could expect some, you know, very promising and favourable NPVs relating to the economics of capturing higher value-added margins from downstream refining onsite at NAL.
   
   Tim McGowen: And, of course, Dougal, you released a combined DFS for Authier and NAL. What was the importance of kind of releasing this in a combination?
   
   Dougal Elder: I think it speaks to the value of the hub-and-spoke strategy that Sayona implemented when we purchased North American Lithium two years ago together with our partners, Piedmont Lithium. You know, I think having Authier there as a satellite deposit to support the ore body at NAL and the additional steps that we’ve taken to have the earning right to earn into a 51 per cent interest in the Vallée joint venture, which is the neighbor to NAL, is really about growing the resource space around the NAL concentrator to provide more tonnes at a better grade for a longer life of mine, which, ultimately, potentially, will end up being translated into more downstream lithium chemicals from the NAL concentrator and carbonate plants.
   
   So, I think the other unique opportunity that NAL offers is that, if the joint venture proceeds with completing the construction of the carbonate plant, it represents an opportunity to take ore from 1 per cent in the ground to a 99 per cent lithium chemical, all within two kilometres of the original ore source at the lowest carbon footprint in North America. So, not only is it favourable on a economic perspective, but also from a carbon footprint perspective. NAL’s integrated downstream operation provides a really fantastic opportunity for Quebec and North America.
   
   Tim McGowen: And, Dougal, you’ve been busy, let’s talk about today’s announcement. You’ve released a massive increase in your resource at Moblan, where you’re in partnership, of course, with the Canadian government and where you plan to create a vertically integrated lithium hydroxide hub. What are the strategic advantages of that? And, once again, how might that be funded?
   
   Dougal Elder: Yeah, I think that’s a really good point, Tim, about, you know, the partnership that we have at both our hubs. So, we have a partnership model with Piedmont Lithium at NAL, the Abitibi Hub. That’s a 75 per cent Sayona, 25 per cent Piedmont partnership. And the partnership we have in the north with Moblan is with the Quebec government. Sayona has 60 per cent of that project and the government has 40 per cent. And I think, talking to Moblan specifically, we think it’s very strategically important to have the government as a partner in that project because Moblan represents an opportunity that is significantly larger than NAL. It could be multiples larger than NAL in terms of potential production capacity. So, having the government there as a partner with a vested economic interest in the asset aligns us with the government in terms of rapidly moving through the permitting process, but also with the potential funding equation.
   
   And I think, when we talk to funding around Moblan, we are looking at a puzzle where you’re potentially looking at contributions from the JV partners, being Sayona and the government, you’re potentially looking at debt finance, potentially contribution from governments, and also, you know, there may be offtakers or OEM or car-makers in the mix as well, and there’s various mechanisms around that. So, that’s a piece of work that we are working through at the moment, and we may have news on that later in the year. But certainly I think the opportunity with Moblan is significant. We’ve already demonstrated with the news today that Moblan is one of the largest single deposits in North America. It’s very high grade, it’s low strip, a very favourable ore body, and we’re certainly very excited about the opportunity to further grow that resource base and increase the grade as we move through this year.
   
   Tim McGowen: And in regards to that resource base, you’re drilling a further 60,000m, I understand, in 2023. Is this activity mainly infill drilling to better define the deposit or are you still looking to increase the resource further?
   
   Dougal Elder: Yeah, it’s both. So, the infill drilling will be focused on moving part of the resource base that’s in the inferred category back into indicated, similar to the drilling that we’re doing at NAL this year. But I think the upside opportunity is about connecting the pegmatites, the main and inter pegmatites, to the Moleon in the east. There’s a patch of ground there where we’re looking to define, you know, the extent of the mineralisation down depth, but also to connect the ore bodies that we’ve already established. So, I think we’re looking to further grow that resource base within the Moblan property this year and, as you mentioned, a 60,000m drill program that is already underway, and that’ll be progressing through this year.
   
   I think the other point to note is that we still have a significant portion of ground potentially, particularly to the east of Moblan, which is the Troilus claims that we acquired last year. The Moleon pegmatites that we have established with the resource upgrade today sit right on the eastern boundary with Troilus. So, there’s the potential that that mineralisation continues east into those claims, which are completely unexplored for lithium. So, the regional opportunity in the Northern Hub we think is significant, but our focus this year is really around, you know, converting those resources on the Moblan property, looking for potential exploration upside to grow that resource base on Moblan, and then we’ll be moving outward to, you know, further explore the regional opportunity, starting with the Troilus claims moving forward.
10. nine_inch_nerd 18 april 2023 12:25

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    Tim McGowen: And also, what is the resource target required to meet your JV’s ambitions at the Northern Hub?
    
    Dougal Elder: So, we’ve said that we’ve got an ambition to produce 100,000 tonnes of lithium hydroxide from the Northern Hub by 2030, which on any metric is, you know, very significant production — probably one of the largest chemical production facilities in the world. And I think, you know, to get there, we are going to need a fairly substantial spodumene concentrate production rate supported by a very large resource base. So, we’ve already established a resource at Moblan today of 51 million tonnes at a grade of 1.31 per cent. We had an ambition to achieve a resource of 60 million tonnes, so we’re pretty close. I think really what we need to be looking at is in excess of 100 million tonnes over time. So, we’ve made a good start with the announcement today, but obviously we’ve got more work to do with the drilling program this year, and I think we’ll get there in a number of steps. So, I think Moblan, you know, has characteristics where it could be certainly a tier one asset in terms of, you know, world-class lithium deposits. So, we’re looking to rapidly progress the development of that and to get a resource base that is big enough to supply our chemical ambition of 100,000 tonnes of lithium hydroxide by 2030.
    
    Tim McGowen: And, Dougal, de-risking your portfolio will be key moving forward. Can you talk about the drilling activity you’ve got planned? It seems like a lot.
    
    Dougal Elder: It is, yeah. I think, you know, two themes that we talked about at the start of this year was de-risking and growth. De-risking was really around NAL, and we’ve taken a number of steps to do this through the $100m of capital that we’ve invested to improve the existing infrastructure at NAL. That’s all in place today and operating, for the operational portion of the capital. We’ve also taken other steps at NAL to de-risk the plant through mining operations, building a significant stockpile of inventory on the run of mine stockpile. And then, you know, Authier and potentially down the road the Vallée Project will also form part of that puzzle to really de-risk the mining operations in the Abitibi Hub and allowing the NAL concentrator to meet its production ambitions.
    
    In terms of the drilling activity, Sayona’s got plans to do over 110,000m of drilling in Quebec this year, which is on any measure a massive drill program. We’ve got 50,000m planned at the Abitibi Hub, which is around converting inferred reserves back to indicated, but also growing the resource base in the Abitibi Hub. And in the north, similar to Abitibi, Moblan is around converting a portion of the inferred resources back to indicated, but then also looking to grow that resource base even further and drive the grades up even higher, which, you know, certainly with the results that we’ve seen so far, we’re very encouraged by the opportunity in terms of the geology that Moblan represents. So, I think, you know, de-risking NAL, but then growing both the Abitibi Hub and the Northern Hub are two big priorities for Sayona this year.
    
    Tim McGowen: And, Dougal, you seem to have numerous feasibility studies due over the next six months. Can you run us through the key catalysts the market can expect?
    
    Dougal Elder: I think we’ve obviously over this weekend delivered two major announcements through the Abitibi or NAL-Authier DFS, which has shown a doubling of the NPV for that project, and then the upgrade of the Moblan resource today, which is a resource of 51 million tonnes. So, I think there’s two key milestones that we’ve delivered today. Moving forward, we’ve got a number of news flow items to look forward to. We start with NAL. We have a pending offtake agreement for half of NAL’s production capacity that is currently un-contracted. We’ll have news on that in the next month or so. Then we move forward to July, which we’re looking forward to the first shipment and, more importantly, first revenue to the joint venture. So, we think that that’ll be a major milestone for North American Lithium and the NAL joint venture.
    
    As we go downstream at NAL, we have a PFS for the partially constructed carbonate facility due at the end of April, and then we move forward to hopefully a DFS by the end of the year, subject to the board review of the PFS. So, NAL, there’s a number of news flow items working for both the spodumene concentrate production, but also the downstream. And then we swing north to Moblan. We’ve obviously got the resource that we announced today. We look forward to a PFS for Moblan for the construction of a mining concentrator at the end of May, so next month, and then a DFS at the end of October. So, a number of potential catalysts there as we move through the year for both our Northern and our Southern Hubs, so there’s lots of exciting news to look forward to.
    
    Tim McGowen: Dougal Elder, thank you for your time.
    
    Dougal Elder: Thanks, Tim.
11. nine_inch_nerd 18 april 2023 12:36

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    ^^^
    Een goede samenvatting wat in de pen zit (pipeline) en wat de huidige status is.
    
    - Samenwerkingsverbanden Piedmont Lithium (NAL) en Regering Canada (Moblan) zijn cruciaal om het voor mekaar te krijgen. Geld-input komt mede van beide instanties.
    - Initiëren Li-CO3 plant (eind 2026 ib) is een must.
    - Mining en refining binnen een overzichtelijk gebied Quebec zal effectief werken
    - Ondertussen al delven in NAL: 50% voor Piedmont, 50% voor andere afnemer(s). Cashflow medio 2023.
    - Afnemers andere 50% productie zal binnenkort gecommuniceerd worden.
    - Sayona heeft geen schuld en ruim $100 milj cash.
    - Uitbreiding NAL en Moblan (extra boringen dit jaar) zit in het verschiet.
    - Li-OH plant is ook in de pen in een later stadium.
    
    Long way to go, maar productie én projecten lopen.
    
    Wachten en HODL.
12. nine_inch_nerd 18 april 2023 14:02

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    quote:

    nine_inch_nerd schreef op 18 april 2023 10:05:

    Succes! Wordt vervolgd.
    Vannacht -9% :). Zal zijn tijd nodig hebben....
    

    Op twitter zei iemand: "Guess thats the trouble when the buying is from a small short exit (it looked like), its not real buying and its not susstained. It shows the difference from "demand" and Exit liquidity"
    Ik denk dat hij wel eens gelijk heeft en een verklaring voor de stijging gisteren en de evenredige correctie vannacht.
    Tijdelijke exit shorters...
13. Chief P 18 april 2023 14:40

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    quote:

    nine_inch_nerd schreef op 18 april 2023 14:02:

    [...]
    
    Op twitter zei iemand: "Guess thats the trouble when the buying is from a small short exit (it looked like), its not real buying and its not susstained. It shows the difference from "demand" and Exit liquidity"
    Ik denk dat hij wel eens gelijk heeft en een verklaring voor de stijging gisteren en de evenredige correctie vannacht.
    Tijdelijke exit shorters...
    

    Dus, afgaande op die theorie is dit volgens jou het moment om in te stappen?
    Mij lijkt dat zich misschien nog betere momenten zullen voordoen, maar anderzijds volg jij dit aandeel al langer en intensiever dus ik hoor graag hoe jij erover denkt. Geen zorgen, als het achteraf gezien niet zou kloppen geef ik jou niet de schuld. ;-)
14. nine_inch_nerd 18 april 2023 14:56

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    quote:

    Chief P schreef op 18 april 2023 14:40:

    [...]
    
    Dus, afgaande op die theorie is dit volgens jou het moment om in te stappen?
    Mij lijkt dat zich misschien nog betere momenten zullen voordoen, maar anderzijds volg jij dit aandeel al langer en intensiever dus ik hoor graag hoe jij erover denkt. Geen zorgen, als het achteraf gezien niet zou kloppen geef ik jou niet de schuld. ;-)
    

    Tsja...
    Aan de ene kant zeggen ze dat de Lithiumprijsbodem is bereikt en de rebound er komt (indirecte factor).
    Afgelopen weken bungelt SYA tussen AU$0.185 - AU$0.215.
    Je kunt wachten op een dip weer.
    Maar ik denk dat dit het gebied is waar SYA zal blijven hangen tot er weer nieuwe berichten komen (nieuwe afnemers, Li-CO3 plant cijfers), cashflow wordt gerenegeerd en de Lithiumprijs weer gaat stijgen.
    Stap evt in mijn kleine hapjes...(?).
    Ik handel op de Australische beurs via DeGiro: ISIN: AU000000SYA5 Tradegate/Frankfurt is shit.
    Succes.
    
    Komende maanden:
    - additional off take agreements pending
    - Lithium Carbonate PFS due April 2023 (operational end 2026)
    - Moblan PFS May 2023/DFS October 2026
15. Chief P 18 april 2023 16:58

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    Bedankt voor je uitgebreide reactie. Ik waardeer je bijdrages op dit forum, ze zijn doordacht en goed beargumenteerd.
    Ik heb via DeGiro nu een limit order geplaatst tegen een koers van AU$0.195. Benieuwd of die doorkomt, ga er wel vanuit. Er is natuurlijk geen realtime koers via DeGiro zichtbaar, maarja... op internet is genoeg te vinden.
    
16. nine_inch_nerd 18 april 2023 17:26

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    quote:

    Chief P schreef op 18 april 2023 16:58:

    Bedankt voor je uitgebreide reactie. Ik waardeer je bijdrages op dit forum, ze zijn doordacht en goed beargumenteerd.
    Ik heb via DeGiro nu een limit order geplaatst tegen een koers van AU$0.195. Benieuwd of die doorkomt, ga er wel vanuit. Er is natuurlijk geen realtime koers via DeGiro zichtbaar, maarja... op internet is genoeg te vinden.
    
    

    Succes.
    Wordt vervolgd.
17. nine_inch_nerd 18 april 2023 17:44

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    Het verhaal van Piedmont Lithium
    
    piedmontlithium.com/piedmont-lithium-...
    
    Piedmont Lithium Partner Sayona Announces Positive NAL DFS And Increased Resource at Moblan
    
    PRESS RELEASE | April 18, 2023 | NASDAQ:PLL | ASX:PLL
    Definitive Feasibility Study of spodumene concentrate production at North American Lithium increases annual production targets in advance of first shipments to customers
    JORC and NI 43-101 compliant Measured & Indicated Mineral Resources at Moblan increased to 41.1 million metric tons @ 1.32% Li2O at a cut-off grade of 0.55% Li2O
    Belmont, North Carolina, April 18, 2023 – Piedmont Lithium Inc. (“Piedmont” or the “Company”) (Nasdaq:PLL; ASX:PLL), a leading global developer of lithium resources, today announced that the Company’s joint venture partner, Sayona Mining (“Sayona”) (ASX:SYA), has released a definitive feasibility study (“DFS”) for the jointly-owned North American Lithium (“NAL”) project, and increased lithium mineral resources at its 60%-owned Moblan Lithium Project (“Moblan”), both in the province of Quebec. Piedmont holds a 25% stake in NAL and an equity interest of approximately 14% in Sayona. Sayona completed the technical studies for NAL and Moblan in accordance with both JORC Code and NI 43-101 requirements.
    
    The NAL DFS contemplates increased annual spodumene concentrate production averaging 190,000 metric tons per year (“tpy”) over a 20-year mine life, with a target of 226,000 tpy in years one through four of steady state operations and approximately 186,000 tpy beginning in year five. The revised production targets, combined with higher spodumene concentrate pricing, resulted in an increase to the net present value for the NAL project compared to the prefeasibility study completed in 2022.
    
    As part of the DFS and mine restart efforts, Sayona undertook a strategic review of mineral resources and ore reserves to create opportunities to focus on higher-grade, open-pit material and to improve project net present value. The revised block model has resulted in a reduction in ore reserves and certain Indicated Resources have been reclassified as Inferred Resources based on new model interpretation. The study contemplates a mine life of 20 years, reduced from the prefeasibility study estimate of 27 years, through the elimination of underground mining.
    
    NAL is one of the projects of Sayona Quebec, a joint venture between Sayona (75%) and Piedmont (25%). Piedmont holds an offtake agreement with Sayona Quebec to purchase the greater of 113,000 tpy or 50% of the joint venture’s spodumene concentrate production. Piedmont subsequently has agreements with LG Chem and Tesla to provide spodumene concentrate from NAL beginning in H2 2023. Sayona Quebec is undertaking a prefeasibility study to explore downstream production at NAL and expects results in Q2 2023.
    
    Separately, Sayona has announced a significant increase in mineral resources at its 60%-owned Moblan project in northern Quebec. Measured and Indicated Mineral Resources at Moblan now total 41.1 million metric tons @ 1.32% Li2O using a 0.55% Li2O cut-off grade, making Moblan one of North America’s most significant spodumene ore bodies.
    
    Piedmont’s Chief Operating Officer Patrick Brindle said, “The results of the DFS underscore NAL’s role as a significant lithium producer positioned to meet the requirements of the Inflation Reduction Act of 2022. Production is ramping up at NAL, and we look forward to making initial shipments to our customers LG Chem and Tesla later in 2023. Further, we congratulate our partners at Sayona on the significant mineral resource expansion at their 60%-owned Moblan project. We are very pleased with our positions as Sayona’s joint venture partner in the Abitibi Hub lithium projects and as Sayona Mining’s largest shareholder. Quebec is an ideal location for lithium chemicals in the future, given the province’s abundant mineral resources, low-cost hydroelectricity, proximity to U.S. markets, and supportive provincial government.”
18. nine_inch_nerd 18 april 2023 17:53

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    Lithium start up miners erg interessant om te shorten.
    Sayona bovenaan. :/
    
    ASX Lithium stocks current short positions
    
    SYA 9.30% of shares on issue are short
    CXO 9.13%
    VUL 6.97%
    LKE 6.71%
    LTR 5.55%
    PLS 4.97%
    AVZ 4.20%
    AKE 2.31%
19. Chief P 19 april 2023 01:56

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    Ik heb er nog eens goed over nagedacht en heb mijn order geannuleerd. Wel blijf ik wachten op een beter instapmoment, ik verwacht namelijk dat er nog een dip zal komen (of dat de koers in ieder geval meer zal dalen dan mijn oorspronkelijke order van AU$0.195).
    
    Ook heb ik, doordat Nine_inch_nerd het over twitter had, naar de sociale media van Sayona gekeken. Hier vond ik wel wat zaken die ik onprofessioneel vond, zoals bijvoorbeeld de retweet in de bijlage.

    Bijlage:
20. Chief P 19 april 2023 02:19

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    quote:

    nine_inch_nerd schreef op 18 april 2023 14:56:

    [...]
    
    Ik handel op de Australische beurs via DeGiro: ISIN: AU000000SYA5 Tradegate/Frankfurt is shit.
    Succes.
    
    

    Vooropgesteld: ik waardeer het meedenken enorm. Maar zou je deze uitspraak nog wat kunnen toelichten? Ik neem aan dat je het vooral over volume hebt? Hoor het graag.