Sayona Mining, una minera australiana de grafito , litio

Es una minera con futuro a largo plazo. Tienen buenos proyectos de litio y grafito, ambos materiales esenciales para las baterias de eléctricos y renovables. También el futuro prometedor del grafito en otras aplicaciones. Proyectos Authier Lithium Project Sayona Mining acquired 100% of the Authier project in July 2016 for CAD$4 million. The Company’s primary strategy is to focus on completing the studies required to commence the development of the project. Authier is a near-term development project and cash-flow generation opportunity. The Company believes it will create significant share value-uplift potential for shareholders as the project is advanced towards development. East Kimberley Graphite Project Strategic Entry into the Graphite Market The Company has announced a strategic entry into the large flake graphite market by securing a large ground position in the East Kimberley region of Western Australia. The Kimberley region is a proven province for high purity, large flake graphite. The market for large and jumbo flake graphite is highly concentrated and potential synthetic graphite substitutes are comparatively very expensive to produce. Both the US and EU Governments have classified graphite as a “critical material” for industrial and national security purposes. The East Kimberley project offers an attractive entry into the graphite market: Proven district for high carbon purity, large flake graphite; The significant scale (up to 20 kilometres strike extent) of the Corkwood graphite target identified from geological and geophysical anomalies; Situated in a well-established mining district, 240 kilometres south of an export port at Wyndham; The region has excellent infrastructure including roads, airports, and labour; First world country with stable tax and royalties, and mining law; and Low cost entry via tenement applications and option-to-purchase agreements. The East Kimberley project is located within the East Kimberley region of Western Australia, 240 kilometres south of Wyndham Port and 220 kilometres south-south-west of the regional centre, Kununurra. web empresa http://www.sayonamining.com.au/ Grafico, alcista de largo plazo

 

Sayona Mining commences exploration at Pilbara lithium project
Share
12:30 10 Jan 2017
Initial mapping and sampling programs have commenced.
http://www.proactiveinvestors.com.au/companies/news/171376/sayona-mining-commences-exploration-at-pilbara-lithium-project-171376.html

Tienen litio y grafito, habrá un boom por el crecimiento en baterias para eléctricos

http://www.sayonamining.com.au/

El grafito podría ser más interesante para los inversores.

China es quien domina ese sector del grafito, utilizado en los ánodos. Benchmark Mineral Intellgence espera que para 2020 sean necesarias entre 150.000 y 170.000 toneladas adicionales de grafito, con un valor que rondaría los 1.200 millones de dólares.

http://www.hibridosyelectricos.com/articulo/sector/revolucion-coche-electrico-ilumina-panorama-mercado-metales/20170112133051013228.html

Sin animo de molestarte steri, hay 2 cosas que no me terminan de gustar respecto de las acciones que amablemente nos muestras.
Una es que no se pueden comprar con los brokers usuales para nosotros, ya se que con del giro si se puede.
La otra es respecto del escaso nominal de su precio.
GXY.AX 0,66
NMT.AX 0,39
MCT.AX 0,0760
SYA.AX 0,0330
DMNXF 0,0350
Digamos que con esos nominales se ven un tanto manejables por ....

Buena noticia, sube un 6%

Sayona Mining samples high grade lithium in world class district
Share
13:30 17 Feb 2017
Mallina is emerging as a significant project alongside the flagship Authier lithium project.
Sayona Mining samples high grade lithium in world class district
Further reconnaissance, mapping and rock sampling is planned
Sayona Mining (ASX:SYA) has received assay results from its first phase of sampling at the Mallina project, located in the world-class Pilgangoora lithium district of Western Australia.

Sample and mapping results have Identified five lithium mineralised spodumene bearing pegmatites up to 3.75% lithium oxide located within a 1 square kilometre zone.

Much of the pegmatite swarm and general tenement area remains untested by any previous lithium exploration.

Statutory approvals to allow drill testing are commencing.

Corey Nolan, CEO, commented: “The company is very encouraged by the new assay results from both the soil and rock chip programs.

“Exploration will continue with a focus on outlining potential drill targets as soon as possible on a number of the prospective targets identified from the current exploration program.”

Mallina project

The 140 square kilometre tenement forms part of the recently completed option agreement with Great Sandy Pty Ltd, comprising 871 square kilometres of tenure that complements Sayona’s additional 1,047 square kilometre lithium exploration portfolio in the Pilbara region.

Recent reconnaissance and mapping within the Mallina tenement area has focused around the Discovery pegmatite area, with 93 rock and 66 soil geochemical samples collected.

The Discovery pegmatite has been mapped over 500 metres of strike extent with rock chip assays grading up to 2.13% lithium oxide.

The company’s recent work has identified four previously unknown lithium mineralised spodumene pegmatites, which form part of an extensive swarm of pegmatites.

West of the Discovery pegmatite, two other areas of lithium mineralised pegmatites have been identified, with rock samples returning up to 2.65% lithium oxide.

Significantly, a single pegmatite outcrop, located 900 metres to the south of the Discovery pegmatite was identified and sampled, returning an assay of 3.47% lithium oxide.

Next steps

Further reconnaissance, mapping and rock sampling is planned in follow up to the strong mineralisation identified to date.

Work will focus in the area of newly discovered spodumene pegmatites as well as traversing the unexplored remainder of the tenement area.

Follow-up work will commence as soon as possible, once access after the recent flooding is possible.

Authier valued at C$140 million

Earlier this week, Sayona received the results from its pre-feasibility study (PFS) including a maiden JORC Ore Reserve at its flagship Authier lithium project located in Quebec, Canada.

Key outcomes of the study include a pre-tax net present value (NPV) of C$140 million over an initial 13-year mine life.

Sayona plans to progress towards completing a definitive feasibility study, mining licence applications, off-take contracts and financing this year.

Other key findings of the PFS include:

- Pre-tax NPV of C$140 million and pre-tax internal rate of return of 39%;
- Annual average concentrate production of 99,000 tonnes at 5.75% lithium oxide;
- Average annual revenue of C$67 million and EBITDA of C$31 million;
- Life of mine strip ratio of 6:1 (waste to ore) and cash costs of C$367 (US $280) FOB Montreal Port;
- Development capital expenditure of C$66 million; and
- Maiden Ore Reserve of 10.2 million tonnes at 1.02% lithium oxide (Proven Reserve: 4.9 million tonnes at 0.97% lithium oxide and Probable Reserve 5.3 million tonnes at 1.06% lithium oxide) delivers a mine life of 13 years.

The company is now looking at a number of optimisation options to significantly enhance the value of the project, including drilling (currently underway) to expand the Mineral Resource and Ore Reserves, further metallurgical and geotechnical test-work, and other downstream value-adding opportunities.

The deposit is open along strike and at depth.

Buen cierre, +16%

http://finance.google.com/finance?q=ASX%3ASYA&ei=94j4WZmGJcLKUYSIrrAD

Habrás comprobado las subidas desde entonces de todas las que llevo en cartera y comentas. Sayona ha empezado fuerte hace unos dias porque empiezan nueva explotación

 

Efectivamente steri te tengo que dar la razón viendo las subidas de las acciones que comentas .

Por mi parte decirte que ya soy cliente de giro y tengo acceso a las acciones de Australia , Canada ... que antes no podia.

Ahora es ver si inicias alguna nueva operativa con acciones, lo digo `porque las que comentas usualmente están ya un tanto altas en sus cotizaciones o tal vez ves alguna con recorrido aún ?

Como veis TSXV? canadiense. International lithium corp.

También ando interesado en el lito, steri.
Alguna que veas con buen fundamental al que poder seguir? O que haya corregido y puesto a tiro?
Ojo que el litio puede tener sustitutos en el futuro...

https://elpais.com/retina/2017/11/02/tendencias/1509605715_162875.html

Muchas gracias por tus aportes!

Argonaut Resources y Sayona mining están baratas aún, aunque podrían corregir. Pero van a empezar a explotar proyectos ahora. Se pondrán mucho más altas.
Las que ya ganan dinero y también les veo recorrido son Galaxy Resources Y Neometals.
Quizas la más barata ahora con potencial al igual que las otras pudiera ser Lihtium Australia.
Lo de sustitutos llevan años hablando de ello y por ahora nada de nada, Tesla , Pannasonic y otros van a construir las mayores fabricas de baterias de litio del mundo. Si hubiera sustituto a corto y medio plazo, no harían nada de ésto.
En Australia van a construir la mayor fabrica de baterias de litio del mundo.
Hay potencial, fijaros en años anteriores , hacia 2011, las cotizaciones de estas acciones estaban multiplicadas por varias veces.

Tesla construirá en Australia la mayor pila de ión litio del mundo
Tendrá una capacidad de 100MW y servirá para almacenar la electricidad de una granja eólica cercana.

https://www.elconfidencial.com/tecnologia/2017-07-07/musk-tesla-pila-ion-litio-australia_1411344/

Panasonic Inaugura Nueva Fábrica de Baterías de Iones de Litio para Automotores en Dalian, China

http://www.businesswire.com/news/home/20170427005910/es/

La mina a la que se refiere el articulo del confidencial sobre Tesla, el dueño es sayona mining??

Siguen las buenas noticias

 

 

Sayona Mining prepares for a new phase of drilling at lithium project in Canada