Sayona Mining Ltd (QB) (SYAXF) Quote

I believe in September pll will renegotiate the Tesla contract. I hope this helps the price soon.
Christopher Williams
Analyst (Lithium) at Adamas Intelligence
7h •
https://www.linkedin.com/posts/cdw4870_zimbabwe-lithium-exporters-seek-tax-delay-activity-7331527225114025985-TyC7?utm_source=share&utm_medium=member_desktop&rcm=ACoAACqICfIBDnVCtKiuX6gsoBWZSJ9pAt341yg
Unconfirmed, but I am hearing Sinomine's Bikita mine in Zimbabwe is halting spodumene concentrate production.

The facility processes 250ktpa of spodumene concentrate, which I expect to be in the ~3.5% Li2O range. Total hit to supply at the chemical level would be in the 18-19ktpa LCE range.

If Bikita are in this position, I would expect Huayou Cobalt's Arcadia operation to be even more distressed. If shut down this would take out an additional 17kt LCE.

Combined, this would be a sizeable shift in 2025's lithium surplus. For some of the more aggressive bank's published models, this could balance the market.

Further, both mines have petalite concentrate capacity, though I suspect many of these units have been bleeding from the African continent for some time already. In October 2024, there was reports that Bikita had halted petalite concentrate production altogether.

Zimbabwe has a 5% export duty on lithium concentrate exports... a policy designed to encourage investment in downstream processing. A group represented as the Zimbabwe Lithium Exporters (Chengxin, Sinomine, Huayou, Yahua, Canmax) want this levy delayed to 2027 (see article below) when some expect lithium sulfate plants to become operational (an industry first, by the way). Today's rumour could be a part of a broader negotiation tactic.

In 2024, Zimbabwe was responsible for roughly 8% of the world's lithium (at the chemical level) so its certainly worth keeping an eye on developments.

It look like a slow growth on hard rock mining.

I like the fact that they point to Moblan as the next source, just in time for end of year 2026 $$$$

Piedmont Lithium Inc.
5h • 5 hours ago • Visible to anyone on or off LinkedIn
Q1 2025 Highlights: Piedmont shipped ~27,000 dmt of spodumene concentrate, generating $20M in revenue. North American Lithium produced 43,621 dmt with 69% lithium recovery. Merger with Sayona Mining Limited to form Elevra Lithium is advancing, with expected closing mid-2025. https://bit.ly/3F7XOE6
https://www.linkedin.com/posts/piedmont-lithium-inc_q1-2025-highlights-piedmont-shipped-27000-activity-7326051005471600641-0g9J?utm_source=share&utm_medium=member_desktop&rcm=ACoAACqICfIBDnVCtKiuX6gsoBWZSJ9pAt341yg

Those are so are some great numbers,

I would agree deep pockets.

Deep pockets are everywhere, just talking them into letting you grab a wad of cash out of those pockets.

Yes and that part is 60% sayona and 40% Canadian Government. Good partner to have. Deep pockets.
https://cdn-api.markitdigital.com/apiman-gateway/ASX/asx-research/1.0/file/2924-02939589-2A1592869&v=7bc42bd11d853ed5e8c28f2ffcd6a069ee5cd6b4

“Permit-related studies, for a potential expansion at NAL and development of the Moblan deposit, were initiated during the March 2025 quarter.”

Good ol’ fashioned digging an hole in the ground isn’t going anywhere.

Must have had some killer drill results come back.

Look at these numbers.
https://www.linkedin.com/posts/sayona-mining-limited_sayona-moblan-drilling-results-activity-7322472916904734721-64Ga?utm_source=share&utm_medium=member_desktop&rcm=ACoAACqICfIBDnVCtKiuX6gsoBWZSJ9pAt341yg

SYA announcements
28/04/2025 4:00 am
Quarterly Activities Report - March 2025
1369KB
27/04/2025 5:56 pm
Moblan Drilling Results
2428KB
https://www.asx.com.au/markets/company/sya

Ouch.

https://wcsecure.weblink.com.au/pdf/SYA/02938711.pdf

22 April 2025 North American Lithium Unveils Further High
Grade Lithium Results

GrokThe lithium content in this drill hole results give me a summory please
https://media.abnnewswire.net/media/en/docs/ASX-SYA-2A1592300.pdf

15 web pages

The provided link points to a document from Sayona Mining Limited (ASX: SYA) announcing drill hole results from the Moblan Lithium Project in Québec, Canada, dated May 27, 2021. Below is a summary of the lithium content based on the information in the document:
Summary of Lithium Content in Drill Hole Results:
Project Overview:
The Moblan Lithium Project is part of Sayona’s Eeyou Istchee James Bay lithium hub in northern Québec.

The drilling program aimed to define and expand lithium resources at the Moblan deposit, focusing on high-grade lithium mineralization.

Key Drill Results:
The document reports results from 29 drill holes totaling 5,060 meters, completed in 2020.

Significant lithium intercepts (reported as Li2O %) include:
Hole MO-20-01: 1.36% Li2O over 30.4 meters from 71.6 meters depth.

Hole MO-20-03: 1.61% Li2O over 24.9 meters from 61.3 meters depth.

Hole MO-20-07: 1.47% Li2O over 36.0 meters from 45.0 meters depth.

Hole MO-20-09: 1.73% Li2O over 22.5 meters from 67.5 meters depth.

Hole MO-20-15: 1.31% Li2O over 39.0 meters from 45.0 meters depth.

These intercepts indicate consistent, high-grade lithium mineralization within the Moblan Main Zone.

Mineralization Characteristics:
Lithium is hosted in spodumene-bearing pegmatites, a common lithium-bearing mineral.

The mineralization remains open at depth and along strike, suggesting potential for resource expansion.

The drilling confirmed thick, high-grade lithium zones near the surface, suitable for open-pit mining.

Resource Implications:
The results support an upgrade in the confidence level of the existing mineral resource estimate (at the time, classified as Indicated and Inferred resources).

The high-grade intercepts enhance the project’s economic viability and potential for further resource delineation.

Additional Notes:
The drilling program tested extensions of known pegmatite bodies and explored new targets within the Moblan property.

Quality assurance and control measures were applied, with samples analyzed at certified laboratories, ensuring reliable lithium content data.

Conclusion:
The 2020 drilling at Moblan revealed robust lithium grades, with intercepts averaging 1.3–1.7% Li2O over significant widths (up to 39 meters). These results strengthen the project’s resource base and highlight its potential as a key lithium asset for Sayona Mining. Further drilling was planned to expand the resource and refine the geological model.

Dawne Hickton – Chair
Lucas Dow – Managing Director and CEO
Christina Alvord
James Brown
Jeff Armstrong
Allan Buckler
Jorge M. Beristain
Laurie Lefcourt

https://clients3.weblink.com.au/pdf/SYA/02935338.pdf

Elevra Lithium Limited (“Elevra
Lithium”) upon completion of the Transaction.

https://clients3.weblink.com.au/pdf/SYA/02935038.pdf

🔋 LG Energy Solution – 2 factories (Ohio, Arizona) has a contract with Piedmount selling Sayona spodumene. I believe it was a 3 oor a 4 year contract. It's time to renegotiate those contracts.
https://www.linkedin.com/posts/conrad-penn-5975b446_the-us-battery-market-is-about-to-boom-activity-7308137182240624642-t9RO?utm_source=share&utm_medium=member_desktop&rcm=ACoAACqICfIBDnVCtKiuX6gsoBWZSJ9pAt341yg
The U.S. Battery market is about to boom...

The U.S. is set to nearly double its battery manufacturing capacity this year, with 10 new battery plants coming online.

This is a major boost for the EV industry, helping shift supply chains away from China and strengthening domestic production.
Who’s leading the charge?

🔋 Toyota – $14B battery plant in North Carolina (launching in April)
🔋 SK On – 3 factories (Tennessee, Kentucky, Georgia)
🔋 LG Energy Solution – 2 factories (Ohio, Arizona)
🔋 Panasonic, Samsung SDI & Stellantis, Envision AESC, Our Next Energy –

Plants nearing completion in Kansas, Indiana, Kentucky & Michigan

With 421.5 GWh of annual battery production capacity, the U.S. is now the fastest-growing region for planned battery cell production.

Tesla supplier Piedmont Lithium has officially obtained a North Carolina state mining permit after posting a $1 million reclamation bond to develop an open-pit mine that would become one of the largest US sources of the key battery metal
https://www.mining.com/web/piedmont-lithium-officially-gets-nc-mining-permit-after-posting-reclamation-bond/#:~:text=Piedmont%20Lithium%20project%2C%20North%20Carolina,of%20the%20key%20battery%20metal

It was a pleasure to host RCF at NAL - North America’s largest producing lithium mine.
https://www.linkedin.com/posts/sayona-mining-limited_criticalminerals-featuring-rich-brereton-activity-7308723323171921920-1bTB?utm_source=share&utm_medium=member_desktop&rcm=ACoAACqICfIBDnVCtKiuX6gsoBWZSJ9pAt341yg

Page 16.

All indicators of Hold and Buy.

02/03/2025 Investor Presentation
https://cdn-api.markitdigital.com/apiman-gateway/ASX/asx-research/1.0/file/2924-02920040-2A1581963

19/02/2025 FY25 Half Year Report Advisory
https://www.asx.com.au/markets/company/sya

$SYAXF Sayona Mining and Piedmont Lithium have been working together on the North American Lithium (NAL) project in Quebec. Here are some updates on their partnerships with Tesla and LG Chem:

1) NAL Project: The NAL project is a joint venture between Sayona and Piedmont, aiming to produce spodumene concentrate. The project has ramped up production and aims to produce 226,000 tonnes of spodumene concentrate annually.

2) Tesla Partnership: Piedmont has an offtake agreement with Tesla to provide spodumene concentrate from the NAL project. This partnership is part of Tesla's strategy to secure a stable supply of lithium for its electric vehicle batteries2.

3) LG Chem Partnership: Similarly, Piedmont has agreements with LG Chem to supply spodumene concentrate from the NAL project. This partnership supports LG Chem's needs for lithium in its battery production.

4) Merger Impact: The merger between Sayona and Piedmont is expected to streamline operations and enhance the companies' ability to meet the growing demand for lithium products. The combined entity will have a stronger presence in the North American market and better positioned to support its partnerships with Tesla and LG Chem

Big ASX news: CEO buys 2.5 million Sayona Mining shares
This CEO has finally made a big share purchase.
https://www.fool.com.au/2024/12/18/big-asx-news-ceo-buys-2-5-million-sayona-mining-shares/

34:01 Tesla & LG Chem Partnerships Update

Interesting
https://www.investors.com/news/lithium-stocks-prices-mining-industry/

futr

Sayona revised the drill hole results.

They left out a few results mostly the higher ones looks better now.

What is your opinion?

Hi futr I hope you are doing well.
https://www.asx.com.au/markets/company/sya

30/01/2025 3:22 pm
Moblan 2024 Drilling Results
2189KB
30/01/2025 3:20 pm
North American Lithium 2024 Drilling Results
1442KB
30/01/2025 3:20 pm
Quarterly Activities Report - December 2024
https://www.asx.com.au/markets/company/sya

https://carboncredits.com/lithium-market-in-2025-and-beyond-supply-deficit-looms-with-116b-requirement/

futr

Tesla Corpus Christi Lithium Plant Progress! 9 Jan 2025 Site & Operations Update (12:15 PM)

Musk’s Massive Tesla Lithium Plant Hunts for Water in Drought-Hit Texas
https://finance.yahoo.com/news/musk-massive-tesla-lithium-plant-110009148.html

It's a good month to buy.

You are the fraud I told you for a long time Tesla was buying the lithium .

If you are going to call me a fraud then add facts to your BS.

PLL is well above their adr price or as you the fraudster would call it a r/s but the market knows the difference. Your ignorance makes you the fool.

You should have learned to TRADE stocks.

So it begins.

Feed: The facility began stockpiling Piedmont’s NAL spodumene concentrate from Quebec about a year ago. This will be combined with Liontown’s Kathleen Valley product from Western Australia. I believe the plant will eventually receive rail cars directly from Port of Corpus Christi in the Gulf of Mexico.

https://www.linkedin.com/posts/cdw4870_tesla-begins-operations-at-its-south-texas-activity-7275059336161148930-cNR4?utm_source=share&utm_medium=member_desktop

🔥 NEW: hashtag#Lithium-ion Bull Issue 99: Sayonara Piedmont Lithium 🔥

Will Sayona Mining Limited’s merger of equals with Piedmont Lithium Inc. be equally rewarding for SYA and PLL shareholders as Orocobre’s 2021 merger with Galaxy as lithium emerged from its last cycle bottom?

MergeCo compares favorably to and should benefit from scarcity value relative to the limited universe of publicly listed spodumene producing peers…

Pilbara Minerals Limited: USD 4,378M
Sigma Lithium Corp. (Nasdaq:SGML): USD 1,548M
Liontown Resources Limited: USD 1,237M
MergeCo Sayona/Piedmont: USD 509M

Relative to more established lithium geographies, under-explored Quebec keeps finding more and larger super high-grade deposits with mineralogy amenable to low-cost processing via Dense Media Separation, low cost and clean hydro-electricity, low-ish labor costs & cheaper transport costs to North American customers. MergeCo’s Moblan, Rio Tinto's Nemaska and Galaxy, Winsome Resources Ltd’s Adina, Patriot Battery Metals Shaakichiuwaanaan, Critical Elements Lithium Corp’ Rose, and -- what some believe could be another Andover or Manono-in-the-making -- Q2 Metals Corp. Cisco discovery, are creating a critical mass of world class hashtag#spodumene that could enable Quebec to replicate in lithium its prominence in the aluminum industry...

Also In This Issue:

Quebec Carbonate: Lithium Universe (ASX:LU7)'s Iggy Tan
Cesium Secrets: Power Metals Corp Update w/ Haydn Daxter
Jindalee Lithium Limited: PFS Announcement w/ Ian Rodger
US Election Thoughts with Simon Moores, Benchmark Mineral Intelligence
Is Australia Spodumene the Marginal Lithium Supply? With Matt Fernley
Rodney Hooper at 121 London Flags Outlier Bullish ESS/Solar Outlook
Howard Klein at 121 New York - M&A - Rio/ALTM, Pilbara/Latin Resources

👇 👇
https://www.linkedin.com/posts/howardklein_sayonara-piedmont-lithium-activity-7270096827608096768-gHpF?utm_source=share&utm_medium=member_desktop

Don’t believe a thing from that dude. Most fraudulent poster on any message board

He’s in denial… A r/s is a bad thing! And he’s fine with the 527 SYA for every 1 PLL share??? Lol, wow

Its the second largest mine in the US

Its the second largest mine in the US

Drilling at Mt Edon Reveals Rubidium Discoveries
04/12/2024 3:22 pm
https://www.asx.com.au/markets/company/sya

Where is this coming from? And who is Hycroft? 

They mine lithium?

I fall under this category. Hold huge amount and never sold. Was hoping to see higher price :(

Hycroft may take over

Too bad you cannot read or comprehend math.

I wasted my time with someone who does not understand simple math or just being an ass hole . so you are on ignore from this day forward,

527 sayona shares for 1 new entity share = a screw job for current sayona shareholders. Unless the new entity starts trading over 75.00 a share and explodes upward like Abemarle and is over 150.00 a share, then it will remain a bad deal for us. All depends on the price of lithium and how it reverses. Rising tide lifts all boats

The price and share structure on the asx for both companies gives us a 5.27 sxaxf to 1 pll share

I do hope I explained it well enough. GLTA and have a good weekend.

We’ll just disagree, that’s fine. I think sayona mgmt has a notorious history of screwing their shareholders and the pattern continues. I owned PLL at 30.00, sold way higher and exited.. my first purchase of sayona was .02 and sold first time around when it was trading over .20. Bottom line I know the companies and their histories. Keith Philipps is a good ceo but jumped in bed with Brett Lynch (the mutt) just to acquire more supply.. He made a good deal for his company but Lynch never did squat for shareholder value and the new ceo is following in those same footsteps

PRESS RELEASE | October 11, 2017
https://www.piedmontlithium.com/piedmont-commences-trading-in-the-united-states-and-admitted-to-nasdaq-international-designation/
Piedmont’s ADRs will trade on the OTC Market as a member of the Nasdaq International Designation under the ticker symbol “PLLLY”, with each ADR representing 100 ordinary shares of the Company.

The Australian dollar has been losing a lot of value against the US dollar.
PLL todays price $13.28 divide by $.18 = 73 ASX shares = 1 US share for PLL

PLL ASX price is .18AUD
https://www.asx.com.au/markets/company/pll

When comparing the ASX stocks share structure conversion rate it would be.

527 Sayona asx share to 100 pll asx shares = 1 US share of PLL of todays price of $13,28

So, it is Sayona 527 to PLL 100 shares about 5.27 shares for every PLL share.

Does that help you understand?🤣😂

PIEDMONT LITHIUM INC. PLL ASX
Last Price / Today's Change
$0.180 0.000 (0.000%)
https://www.asx.com.au/markets/company/pll
It's called an ADR I tried explaining it to you many times that it would happen here.

You even called it a R/S back then.

Ask Google if Piedmont ever did a R/S it will say no.

But how do you explain the PLL ASX is $.18 and the US price is $13.28 ????

PLL had a high of $81.71 Which is impossible according to your post. After an ADR or is it a R/S?

I have better things to do than to beat my head against the wall because you are to ignorant when it comes to ADRs and mergers.


What Is an American Depositary Receipt – ADR? (Investopedia)

Lol, assuming I’ve never made a huge profit here is foolish! And btw, a R/S is NEVER a good thing pal!

A r/s with advantages we now get to share in the proffits when the price of lithium goes up no longer locked into the low $900 price and moving out of the otc..

We get to share shipping cost now we used to pay all shipping.

If the price of lithium tripples in price it now benefits sayona share holders.

Why you did not sell long ago is mind boggling.

You’re missing the Big picture as a sayona shareholder!!! Basically this is an epic reverse split for shareholders of sayona and again shows mgmt total disregard for shareholder value!!!!! Spin it however you want disc jockey but this is a horrible deal and dilutes us into oblivion

No need to watch the Sayona price unless you are buying.

Pll is the price to watch that is our new partner.

After all said and done should make us eligible for grants to move forward with processing.