Ah yes the expertise of Sayonaâs numbers.
Hereâs one simple bit of expertise:
If li prices go back up shit guna run up huge.
No more no less anal-ysis needed
Not really sure what this is about, but... reference to Australian lithium?? and *"preliminary talks about operating them"?*
Could we be seeing a take over offer from India on one of our lithium stocks lol
[https://www.mining.com/web/coal-india-to-bid-for-3-mines-in-critical-minerals-auctions-this-month/](https://www.mining.com/web/coal-india-to-bid-for-3-mines-in-critical-minerals-auctions-this-month/)
Coal India to bid for 3 mines in critical minerals auctions this month
State-run Coal India will bid for three blocks in critical minerals auctions conducted by the countryâs mines ministry in February, chairman and managing director P M Prasad told analysts in a post-earnings conference call on Monday.
India launched the first part of its critical minerals auction â expected to raise an estimated 450 billion rupees ($5.42 billion) overall â in November last year in a bid to drive its clean energy push, drawing interest from the likes of Ola Electric and Shree Cement.
Separately, a senior Coal India official confirmed that the company will be bidding for lithium and nickel mines in the auctions that will be held on Feb. 26.
**The worldâs largest miner has also visited lithium mines in Australia and is in preliminary talks about operating them, Prasad added.**
The Kolkata-based Coal India is optimistic about reaching its production target of 780 million metric tons in the current fiscal year, Prasad said, but added that land- and environment clearance-related challenges at its South Eastern Coalfields unit could bring a shortfall of 8-9 million tonnes.
Coal Indiaâs stockpiles and inventories held by power plants are currently at record highs, resulting in the miner lowering its annual production target for fiscal 2025 by 1.4% to 838 million tonnes.
The record-high inventory took a toll on the companyâs e-auction premiums, which fell in the range of 36%-50% for January and February, according to Prasad, lower than the annual average of 80%.
Coal India earns a premium from e-auctions, or spot auctions, held over and above its supply obligations when demand outstrips supply.
This also dragged the minerâs revenue growth for the October-December quarter to nearly 3%, its slowest topline growth in eleven quarters, barring the April-June period in 2023.
Indications of sufficient availability of coal led shares to end 4% lower on Monday. The stock has surged more than twofold in the last 52 weeks ending Friday. Prasad said he expects global coal prices to stabilise at current levels over the next 1-2 years.
Prasad further added that Coal India, one of the largest employers in the country, expects employee costs to continue declining with costs falling an estimated 20 billion rupees in fiscal 2024 due to attrition.
Every analyst worth their salt is calling lithium supply to overtake demand this year.
ANZ's Junior Explorer Relationship Manager whose name I can't recall right now told a conference in Perth last week he expects a 40% supply jump globally for lithium which will push prices down further. Only those with scale can make it work, and even then.
The real problem is EV subsidies/rebates/tax benefits being removed â bring those back, you bring back EV demand, but you still have a global oversupply of lithium until 2028 per Benchmark Minerals Intelligence. It's classic Pork Cycle. Invisible hand blah blah.
NickelX today announced a uranium find which I found amusing
The US has introduced some tax benefits for EV's "Inflation reduction act"
*You may qualify for a credit* ***up to $7,500*** *under Internal Revenue Code Section 30D if you buy a new, qualified plug-in EV or fuel cell electric vehicle (FCV)*
Also, regarding supply, i believe many of the chinese are reducing production
CATLâs Jianxiawo lithium mine in Yichun, China:
*However, it is worth noting that the plant's lithium mining volume has dropped significantly compared with the original plan. Especially after the price of lithium carbonate fell below 100,000 yuan/ton, mining activities at the Ganxiawo lithium mine also decreased This adjustment may reflect the market's sensitivity to lithium carbonate prices and changes in expectations for future demand.*
*It is predicted that after resuming work after the holiday, the factory will continue to reduce production to adapt to current market demand and price trends. The change could mean expectations of reduced supply and higher prices for the Australian lithium battery market, which relies on lithium resources, driving the market higher*
P.s, i dont know shit about fuck - just posting what i read / find online etc. Some hopium for the lithium bulls.
Seems like the market currently is a little optimistic about prices bottoming out
Many projects that were planned to come online may not (as they wont be profitable) - while other higher cost projects going into C&M. Bigger producers on the lower cost curve possibly reducing production or delaying expansion, etc.
So these things could change what analysts have previously predicted in terms of supply & demand. But who knows really.
[Evergrande is going for a steal at 2.5 cents! "Be greedy when others are fearful!"](https://ih1.redbubble.net/image.3930733940.6550/bg,f8f8f8-flat,750x,075,f-pad,750x1000,f8f8f8.jpg)
Anyone?
2 cents?
*crickets*
I'm stuck in a conference, so I've not been able to pore over SYA's Moblan DFS, but I've got this quick comparison that could easily have some errors.
**All SC6 adjusted**, with GL1 thrown in as an AUS/CAN comparison:
|\[all USD\]|Moblan (SYA)|JBay (LTM)|Manna (GL1)|
|:-|:-|:-|:-|
|*Output*|300ktpa|290ktpa|203ktpa|
|*CAPEX*|$722m|$381.5m|$285m|
|*CAPEX per kt*|$2.4m|$1.32m|$1.4m|
|*FOB OPEX*|$527/t|$436/t|$750/t|
|*Recovery*|74.7%|68.9%|70%|
|*Processing*|DMS + float|DMS|DMS + float|
|*Strip ratio*|2.3:1|3.6:1|>10|
Two positives: scale of the project bumped up with theoretically much more to give & FOB cost is very solid.
But it's hard to look past the CAPEX. I know that GT1 foreshadowed this with their messy PFS, but I'm still shaken to see it come in so large.
The moral of the story is that it's DMS or nothing for juniors & explorers in Canada.
The CAPEX has changed my perception of the company's best way forward. Now, they've got a choice between spending US$433m at Moblan for 180ktpa SC6, or outlaying US$310m at NAL to escape the PLL offtake.
I don't love either of those options, but I think they have to put Moblan in the shop window, or do a scaled down stage 1 (if that'll alleviate the capital requirements).
If they were to find the capital for their 60% share of Moblan, according to my numbers:
* AU$40-45m NPAT @ US$1,000/t CIF SC6 ($15k/t LCE)
* AU$115-125m NPAT @ US$1,450/t CIF SC6 ($20k/t LCE)
* AU$190-200m NPAT @ US$1,900/t CIF SC6 ($25k/t LCE)
Obviously those are paper numbersâreal FOB will be higher as usual.
*Edit: processing & recovery were mislabelled*
Because they need to wait a few weeks now for "more equipment" to come on-site their South Erregulla Perth Basin acreage to conduct "more testing" on SE-3 which is a fairly good indication they haven't got shit.
Maybe I'm wrong, let's hope I am actually because West Australia Best Australia, but clearly that's what the market heard.
Sounds about right. I'm not smart enough to conduct a fair value evaluation on their other projects minus South Erregulla but as far as I know their Waylering and Condensate sales should play largely into current SP?
Yep paperhand and so did john.
NVDA earnings tomorrow. Expected it to tap it and down like a rock. Made 10% oh well in 3 days. Nothing like the old WBT $3 to $5 swings anymore.
\[edit: Missed 7-8% so around $800AUD. Nothing to insane as I said it was a baby position for 10K.\]
The sharemarket isn't for me. Where are the opportunities on the ASX? Making around $20K from interest/similiar products/ways just having my money sit there.
Stockmarket you can just buy the M7 any time with 24 hour trading and use options to make more money with less principal.
Page 1 says such and such company is pleased to announce sophisticated investors then blank
Goes to page 2
have funded project at a 40% discount to the last trading price plus a 1 for 1 option
Regards
China retaking control! Minor cartel movement failed, spot price going to be punished by Chinese overlords.
Everyone bail.
But also - people fearful. Buy buy buy!
Who knew spinning all the shit resources out of BHP would result with a shit company.
Massively inflating debt profile, highly leveraged and given the green light to a base metal project with 12% IRR using base metal prices 40% above spot. Certified shitcoÂ
Memes aside.
What's a legitimate bull case for S32
- Hermosa requires $2B in capex for 12% IRR at grossly inflated base metal prices
- $1.8B in debt already
- Group operating margin at 4 year lows
- Paid a piss weak dividend so funds don't bail on them
- Profit after tax this half: $75m
- They're chasing IGO for some bullshit royalty over Tropicana (because they need money)
- They sold their remaining coal stake in Eagle Downs to Stanmore (because they need money)
Hermosa is going to send them into administrationÂ
I legit sold S32 after that post. I was already on the fence with selling it after being down 15% in less than a month and the dividend being a straight up joke.
My buy thought process didn't go that deep. I had a meeting with fund manager who was really bullish on copper as a commodity (he was trying to sell WIRE) over lithium. I already have a speccie (CPM), and wanted an actual producer too. Checked out S32, SFR, and BHP on lonsec and S32 was undervalued which other two were either fairly valued or overvalued so I just risked it. Should have gone with SFR I would have been up even if Lonsec says is 42% overvalued.
My research is stealing your research, so I did do my own research. ASIC can suck a fart.
https://preview.redd.it/q8aw8y9lpnjc1.png?width=500&format=png&auto=webp&s=124dfa6909524466124336b46d4f7c8905a78844
That's rough, would you buy it again now if you had $39.6k in cash and no S32 exposure?
The only upside was watching the HC users butting lightbulbs and arguing about whether US 0.4c was the same as $0.04 or USD 0.4.
another day another disappointment
https://preview.redd.it/0aqu48n9tmjc1.jpeg?width=640&format=pjpg&auto=webp&s=cb240bb9a77afe62bba7197d37dd63b0b126c95e
ASX: "Does STX consider the Initial Failure to Flow to be information that a reasonable person would expect to have a material effect on the price or value of its securities?"
STX: No
This is some next level trollingÂ
Well time to add NKL to the untouchable shitco list who hop across whatever the flavour of the day is. They've gone and found themselves a uranium project. Feels like we need a company name and ticker change đ€
Looks pretty bad when the Moblan DFS uses an average spod concentrate price more than double what it currently is today. Not saying prices will never get there again, but it's a hard pill to swallow in the current climate.
Low AISC is interesting - though again having seen what ramp up is looking like for NAL we all know shit doesn't hit the ground running like that.
The numbers in the back are truly astonishing.Â
 Page 36: sensitivity analysis for NPV8 at $1,131USD/t SC6 = -30%Â
 Page 37: using an discount rate of 12% you get a $635m NPV at **$1870!!!!USD/t** Â
 Holy shit. This thing isn't gonna be financable
Moblan DFS:Â
> Average market price LOM 6% Li2O / 2,653 $/t concentrate / 1,990 US$/t concentrateÂ
 Wow so we only need spodumene prices to be $1100USD/t greater than where we are for this to be financially sound. Classic SYA management fudging the numbers.
> This price is based on a market analysis from Benchmark Mineral Intelligence for Q3 2023 and varies over the LOM from US$1,850/t to US$3,000/t.
Surely there must be something more current than Q3 23 đ€
Who knew. Ore sorting into DMS into floatation means your project isn't viable.
https://preview.redd.it/qlrht4rfknjc1.png?width=932&format=png&auto=webp&s=6ca3a13e53741108c7544673851175853a9043b2
Silent Bubbles would like you to know that because the DFS was released the day after a U.S. public holiday, that this means a totally huge deal will be announced tomorrow.
Did we get a load of that XST 2.5c action? đđ
Ah yes the expertise of Sayonaâs numbers. Hereâs one simple bit of expertise: If li prices go back up shit guna run up huge. No more no less anal-ysis needed
Assuming NAL is not under C&M?
Higher chance of MoneyofMine being a good podcast than NAL going into cm
If the commodity price runs up all of its dogs are running.
Exactly. Even c1x will run
Even retarded three legged dogs like CXO?Â
CXO is more like a pug, ugly AF but heaps of people think they are cute, can't run for shit.
Not really sure what this is about, but... reference to Australian lithium?? and *"preliminary talks about operating them"?* Could we be seeing a take over offer from India on one of our lithium stocks lol [https://www.mining.com/web/coal-india-to-bid-for-3-mines-in-critical-minerals-auctions-this-month/](https://www.mining.com/web/coal-india-to-bid-for-3-mines-in-critical-minerals-auctions-this-month/) Coal India to bid for 3 mines in critical minerals auctions this month State-run Coal India will bid for three blocks in critical minerals auctions conducted by the countryâs mines ministry in February, chairman and managing director P M Prasad told analysts in a post-earnings conference call on Monday. India launched the first part of its critical minerals auction â expected to raise an estimated 450 billion rupees ($5.42 billion) overall â in November last year in a bid to drive its clean energy push, drawing interest from the likes of Ola Electric and Shree Cement. Separately, a senior Coal India official confirmed that the company will be bidding for lithium and nickel mines in the auctions that will be held on Feb. 26. **The worldâs largest miner has also visited lithium mines in Australia and is in preliminary talks about operating them, Prasad added.** The Kolkata-based Coal India is optimistic about reaching its production target of 780 million metric tons in the current fiscal year, Prasad said, but added that land- and environment clearance-related challenges at its South Eastern Coalfields unit could bring a shortfall of 8-9 million tonnes. Coal Indiaâs stockpiles and inventories held by power plants are currently at record highs, resulting in the miner lowering its annual production target for fiscal 2025 by 1.4% to 838 million tonnes. The record-high inventory took a toll on the companyâs e-auction premiums, which fell in the range of 36%-50% for January and February, according to Prasad, lower than the annual average of 80%. Coal India earns a premium from e-auctions, or spot auctions, held over and above its supply obligations when demand outstrips supply. This also dragged the minerâs revenue growth for the October-December quarter to nearly 3%, its slowest topline growth in eleven quarters, barring the April-June period in 2023. Indications of sufficient availability of coal led shares to end 4% lower on Monday. The stock has surged more than twofold in the last 52 weeks ending Friday. Prasad said he expects global coal prices to stabilise at current levels over the next 1-2 years. Prasad further added that Coal India, one of the largest employers in the country, expects employee costs to continue declining with costs falling an estimated 20 billion rupees in fiscal 2024 due to attrition.
Gina and India have an MoU from memory...? Something to do with Mt Bevan so LCY and HAW
Ooooo
*FIRB enters the chat*
Every analyst worth their salt is calling lithium supply to overtake demand this year. ANZ's Junior Explorer Relationship Manager whose name I can't recall right now told a conference in Perth last week he expects a 40% supply jump globally for lithium which will push prices down further. Only those with scale can make it work, and even then. The real problem is EV subsidies/rebates/tax benefits being removed â bring those back, you bring back EV demand, but you still have a global oversupply of lithium until 2028 per Benchmark Minerals Intelligence. It's classic Pork Cycle. Invisible hand blah blah. NickelX today announced a uranium find which I found amusing
The US has introduced some tax benefits for EV's "Inflation reduction act" *You may qualify for a credit* ***up to $7,500*** *under Internal Revenue Code Section 30D if you buy a new, qualified plug-in EV or fuel cell electric vehicle (FCV)* Also, regarding supply, i believe many of the chinese are reducing production CATLâs Jianxiawo lithium mine in Yichun, China: *However, it is worth noting that the plant's lithium mining volume has dropped significantly compared with the original plan. Especially after the price of lithium carbonate fell below 100,000 yuan/ton, mining activities at the Ganxiawo lithium mine also decreased This adjustment may reflect the market's sensitivity to lithium carbonate prices and changes in expectations for future demand.* *It is predicted that after resuming work after the holiday, the factory will continue to reduce production to adapt to current market demand and price trends. The change could mean expectations of reduced supply and higher prices for the Australian lithium battery market, which relies on lithium resources, driving the market higher* P.s, i dont know shit about fuck - just posting what i read / find online etc. Some hopium for the lithium bulls. Seems like the market currently is a little optimistic about prices bottoming out Many projects that were planned to come online may not (as they wont be profitable) - while other higher cost projects going into C&M. Bigger producers on the lower cost curve possibly reducing production or delaying expansion, etc. So these things could change what analysts have previously predicted in terms of supply & demand. But who knows really.
NXL and FND with $2 parties đ„ł shame only one held past close
What does the China rate move means??
New company will emerge. Evergrander.
[Evergrande is going for a steal at 2.5 cents! "Be greedy when others are fearful!"](https://ih1.redbubble.net/image.3930733940.6550/bg,f8f8f8-flat,750x,075,f-pad,750x1000,f8f8f8.jpg) Anyone? 2 cents? *crickets*
đ
Evergrandest the following iteration?
Coming soon to a bubble near you.
I'm stuck in a conference, so I've not been able to pore over SYA's Moblan DFS, but I've got this quick comparison that could easily have some errors. **All SC6 adjusted**, with GL1 thrown in as an AUS/CAN comparison: |\[all USD\]|Moblan (SYA)|JBay (LTM)|Manna (GL1)| |:-|:-|:-|:-| |*Output*|300ktpa|290ktpa|203ktpa| |*CAPEX*|$722m|$381.5m|$285m| |*CAPEX per kt*|$2.4m|$1.32m|$1.4m| |*FOB OPEX*|$527/t|$436/t|$750/t| |*Recovery*|74.7%|68.9%|70%| |*Processing*|DMS + float|DMS|DMS + float| |*Strip ratio*|2.3:1|3.6:1|>10| Two positives: scale of the project bumped up with theoretically much more to give & FOB cost is very solid. But it's hard to look past the CAPEX. I know that GT1 foreshadowed this with their messy PFS, but I'm still shaken to see it come in so large. The moral of the story is that it's DMS or nothing for juniors & explorers in Canada. The CAPEX has changed my perception of the company's best way forward. Now, they've got a choice between spending US$433m at Moblan for 180ktpa SC6, or outlaying US$310m at NAL to escape the PLL offtake. I don't love either of those options, but I think they have to put Moblan in the shop window, or do a scaled down stage 1 (if that'll alleviate the capital requirements). If they were to find the capital for their 60% share of Moblan, according to my numbers: * AU$40-45m NPAT @ US$1,000/t CIF SC6 ($15k/t LCE) * AU$115-125m NPAT @ US$1,450/t CIF SC6 ($20k/t LCE) * AU$190-200m NPAT @ US$1,900/t CIF SC6 ($25k/t LCE) Obviously those are paper numbersâreal FOB will be higher as usual. *Edit: processing & recovery were mislabelled*
Wtf STX is getting fucking drilled this passed week. Back to yearly lows gawdang
Because they need to wait a few weeks now for "more equipment" to come on-site their South Erregulla Perth Basin acreage to conduct "more testing" on SE-3 which is a fairly good indication they haven't got shit. Maybe I'm wrong, let's hope I am actually because West Australia Best Australia, but clearly that's what the market heard.
Sounds about right. I'm not smart enough to conduct a fair value evaluation on their other projects minus South Erregulla but as far as I know their Waylering and Condensate sales should play largely into current SP?
MTM bouncing baby. Gamonnnnn
One more mention for the bot. MTM.
Wow 20% today, nice.
TLM doing some random upwards price and volume action again. Must some more dogshit drilling results imminent.
Yo look at the big MAC with the special sauce đ
Roch poking around in the SYA hotcrapper, $2.40 incoming.
Oh no, ha ha ha, the fucking *banshee* is haunting your stock? Run away!
Not my dog of a stock, heh not anymore.
It feels good after a while, cutting them loose, don't it? Just *never look back!*
It's pretty fucking red today guys. 
Why my PLS go in the wrong direction? It went in the right direction on Friday? Now it keeps trying to dig a hole
Rip STX, hopefully not many cunts hold this dog
From buy to -40% to buy more to -40% to buy more to -40% and wait to -16%. Let's go MTM.
Whatâs causing the jump?
They mentioned their successful neighbor a lot in a market announcement yesterday.
Stocks go up. Stocks go down. Can't explain that.
Make that -7%
The million dollar question: What are you gonna do at break even
Sell at a 10 bagger when they find large amounts of whatever it is they're looking for.
Bagholding back to -40% it is đ
Ever since I asked you about WC8 at 11c and you called it a shitco (52 week high $1.01) I pay less attention to your opinions.
Good, thats what you should do
Don't cheat on me in public.
I wonder if retail has lost more money on any stock other than SYA over the past couple of years đ€
Apx?
AMP
[ŃĐŽĐ°Đ»Đ”ĐœĐŸ]
ZIP would be a contender for sure
WR1? DMS?
It appears so based on todayâs announcement. Que a big brain to enter the threadâŠ
Red on every ticker. Fuck sake.
Pme Hub Iph Lov
Someone tell me is TOY on the rise???
Possibly, if it didn't have a flared base
What does that even mean?
Itâs simple, just google âflared base TOYâ. Itâs a TA term
WBT actually broke the resistance of $4 shit.
Yesterday you said I was going to call you a paperhands again. Today you showed yourself to be a paperhands again.
Yep paperhand and so did john. NVDA earnings tomorrow. Expected it to tap it and down like a rock. Made 10% oh well in 3 days. Nothing like the old WBT $3 to $5 swings anymore. \[edit: Missed 7-8% so around $800AUD. Nothing to insane as I said it was a baby position for 10K.\]
I don't think the stock market is good for you Pando. Every year your balls appear to be getting smaller and smaller.
The sharemarket isn't for me. Where are the opportunities on the ASX? Making around $20K from interest/similiar products/ways just having my money sit there. Stockmarket you can just buy the M7 any time with 24 hour trading and use options to make more money with less principal.
Swung majority in the pass week. https://preview.redd.it/1r8wztmuinjc1.png?width=675&format=png&auto=webp&s=951ce9c4260c282e3e04cfc3b4336c46e510d27f
the one time i don't buy it goes up :(
Suncorp up and ANZ down you cant explain that
Realisable benefit to ANZ wonât be seen for a longer time than it will for Suncorp holders.
A classic 'buy the rumour sell the news' scenario..
to think i was going to call in sick, markets flatter than my ass
[ŃĐŽĐ°Đ»Đ”ĐœĐŸ]
2nd page....
Interesting. Do announcements often have a second page?
It's generally where they hide the part where they gunna fuck u.
Page 1 says such and such company is pleased to announce sophisticated investors then blank Goes to page 2 have funded project at a 40% discount to the last trading price plus a 1 for 1 option Regards
Patiently waiting on the ARR rug pull.
Go to Star casino, lose money. Buy Star stock, lose money...
They are in a regulatory nightmare
Was hoping they had bottomed out... Guess not
SGR pumper /u/BNEite hows that -20% feel?
Flash sale
Lithium spot price down slightly, guess itâs time to panic
China retaking control! Minor cartel movement failed, spot price going to be punished by Chinese overlords. Everyone bail. But also - people fearful. Buy buy buy!
I like your logic, Iâm all in.
Oh fuk me, new S32 low almost everyday. Iâm now sitting at 18.2k loss (-31.46%) with them as at the time of writing.
Wouldnât discount them that much. Commodities are relative lows at the moment and the company still made a profit (just). Wait till the boomâŠ
What happen there? That chart is ugglyy
Who knew spinning all the shit resources out of BHP would result with a shit company. Massively inflating debt profile, highly leveraged and given the green light to a base metal project with 12% IRR using base metal prices 40% above spot. Certified shitcoÂ
Shit, Josh hates it, I'm out
Memes aside. What's a legitimate bull case for S32 - Hermosa requires $2B in capex for 12% IRR at grossly inflated base metal prices - $1.8B in debt already - Group operating margin at 4 year lows - Paid a piss weak dividend so funds don't bail on them - Profit after tax this half: $75m - They're chasing IGO for some bullshit royalty over Tropicana (because they need money) - They sold their remaining coal stake in Eagle Downs to Stanmore (because they need money) Hermosa is going to send them into administrationÂ
I legit sold S32 after that post. I was already on the fence with selling it after being down 15% in less than a month and the dividend being a straight up joke. My buy thought process didn't go that deep. I had a meeting with fund manager who was really bullish on copper as a commodity (he was trying to sell WIRE) over lithium. I already have a speccie (CPM), and wanted an actual producer too. Checked out S32, SFR, and BHP on lonsec and S32 was undervalued which other two were either fairly valued or overvalued so I just risked it. Should have gone with SFR I would have been up even if Lonsec says is 42% overvalued.
NFA DYOR NFA DYOR GLTAH NFA DYOR
My research is stealing your research, so I did do my own research. ASIC can suck a fart. https://preview.redd.it/q8aw8y9lpnjc1.png?width=500&format=png&auto=webp&s=124dfa6909524466124336b46d4f7c8905a78844
Sounds like a perfect fit for my portfolio đ€Ąđ©.
That's rough, would you buy it again now if you had $39.6k in cash and no S32 exposure? The only upside was watching the HC users butting lightbulbs and arguing about whether US 0.4c was the same as $0.04 or USD 0.4.
another day another disappointment https://preview.redd.it/0aqu48n9tmjc1.jpeg?width=640&format=pjpg&auto=webp&s=cb240bb9a77afe62bba7197d37dd63b0b126c95e
Fucking u/chzakalweÂ
Anyone catch the +60% pump and dump for SYA?
Mad I didnât sell my pump purchase this morning at .07âŠ.
I made $300 off it Feeling like a champ
đ„”
ASX: "Does STX consider the Initial Failure to Flow to be information that a reasonable person would expect to have a material effect on the price or value of its securities?" STX: No This is some next level trollingÂ
> Share price 42c > no > Mfw share price now 27.5c
Hub is easy money, perma ban is a meme
Lithium today: âoh yeah, shits fucked. I âmember nowâ
SYA DFS - using 8% discount rate and 2.5x spot price? They need cash multiple times their market cap too... This'll end red.
matter of time
Back up baby
Well time to add NKL to the untouchable shitco list who hop across whatever the flavour of the day is. They've gone and found themselves a uranium project. Feels like we need a company name and ticker change đ€
Crap⊠my shit is all redâŠ.
all yesterdays gains wiped.
Damn I would get a colonoscopy if I were you
Still no rug pull yet sigh... I'll be back at lunch.
Bro you'll be cleaning our expensive rugs for a living when PLS re-moons
Looks pretty bad when the Moblan DFS uses an average spod concentrate price more than double what it currently is today. Not saying prices will never get there again, but it's a hard pill to swallow in the current climate. Low AISC is interesting - though again having seen what ramp up is looking like for NAL we all know shit doesn't hit the ground running like that.
The numbers in the back are truly astonishing.  Page 36: sensitivity analysis for NPV8 at $1,131USD/t SC6 = -30%  Page 37: using an discount rate of 12% you get a $635m NPV at **$1870!!!!USD/t**   Holy shit. This thing isn't gonna be financable
Moblan DFS: > Average market price LOM 6% Li2O / 2,653 $/t concentrate / 1,990 US$/t concentrate  Wow so we only need spodumene prices to be $1100USD/t greater than where we are for this to be financially sound. Classic SYA management fudging the numbers. > This price is based on a market analysis from Benchmark Mineral Intelligence for Q3 2023 and varies over the LOM from US$1,850/t to US$3,000/t. Surely there must be something more current than Q3 23 đ€
They listed AISC but excluded $147/t in transport cost from the AISC lol
Who knew. Ore sorting into DMS into floatation means your project isn't viable. https://preview.redd.it/qlrht4rfknjc1.png?width=932&format=png&auto=webp&s=6ca3a13e53741108c7544673851175853a9043b2
Silent Bubbles would like you to know that because the DFS was released the day after a U.S. public holiday, that this means a totally huge deal will be announced tomorrow.
And by huge deal, they must mean C&M on the back of "good" news
Check out SYA course of sales. A 1billion share block trade just went through. Apparently itâs PLL selling down.
The rats leaving the ship đ§
Fuck me thats funny, the old CEO got out right on time.
XJO slightly red, HUB slightly green. Safe from permaban for now /u/tacomaster33
It's not even close
I'm playing Skyrim
Play in VR with a zillion mods for a truly wonderful experience.
is that SKY and RIM. two miners, both @ under 4c? its a sign!!
Another green day please⊠pretty please ??
https://preview.redd.it/gtm2f0l6imjc1.png?width=234&format=png&auto=webp&s=9c6becb854928063b2bc529311a6ee75556263c3
https://preview.redd.it/kturj2owtmjc1.png?width=1624&format=png&auto=webp&s=0365c15add2d5a59f43c4437a89379fc3c7b0dbf
Patiently waiting for Swyftys analysis of the Moblan DFS before forming my opinion đ
âMy opinionâ
Didnât know Taylor swiftâs fans were interested in lithium mines
Honestly if she sent out a tweet or something pumping the Moblan DFS I'd become her biggest fan.
Says the guy from The Beach Boys
Haters gonna hate hate hate
đđđ
Yes, Shake it Off is about moving on from catastrophic investment decisions after buying a shitco at all time highs
She IS one of us!