Sayona Mining Update: Piedmont Merger, Cost Reductions and Expansion Plans w/ Lucas Dow

In this episode, we catch up with Sayona Mining's CEO, Lucas Dow, for an in-depth discussion on the company's latest developments. Topics include the recent merger announcement with Piedmont Lithium, quarterly results, stellar drill outcomes at North American Lithium and Moblon, operational updates, future production targets, and the broader impact on the lithium industry. Get insights on market trends, cost management, future plans, and more.

CHAPTERS 📖
(00:00) Introduction
(01:36) Summary Synopsis
(02:58) North American Lithium (NAL) Operational Performance
(04:46) 2025 Production Targets & Cost Reduction Plans
(05:39) All-In Sustaining Cost Estimate
(06:36) Spodumene Pricing & Forward Sales Strategy
(07:54) Downstream Processing Potential in Quebec
(09:40) Drilling Campaign & Resource Expansion at NAL
(11:36) Moblan Project Drilling Results & Growth Potential
(13:18) Morella (JV) & Tabba Tabba Project Update
(14:13) Proposed Merger with Piedmont Lithium
(15:50) Resource Capital Fund (RCF) Investment & Shareholder Approval
(17:27) Cash Reserves, Capital Expenditures & Future Financial Position
(19:09) Project Development Priorities & Expansion Strategy
(20:36) Market Sentiment & Merger Arbitrage Discussion
(23:39) Integration Planning with Piedmont Lithium
(25:24) Atlantic Lithium JV & Ghana Operations Outlook
(28:13) Ewoyaa Lithium Project
(29:55) Share Consolidation Plans
(30:56) Expanded Analyst Coverage Post-Merger
(34:01) Tesla & LG Chem Partnerships Update
(36:26) Canadian Election Impact on Mining & Permitting
(38:27) Final Thoughts & Closing Remarks

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Links 🌍

RK Equity Website: https://rkequity.com/
Patreon: https://www.patreon.com/rockstockchannel
Podcast:
  Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172
  Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648
X (Twitter):
  Howard: https://twitter.com/LithiumIonBull
  Rodney: https://twitter.com/RodneyHooper13

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DISCLAIMER

NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH

Rodney and Howard are not financial advisors nor broker-dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do your own independent research and read the disclaimer at the end of the video or on RK Equity’s website https://www.rkequity.com

Intro and outro audio credit: Jamie Klein