Horse this is part of the email reply I got from PLS management. I take their reply over the guess work here.
Thank you for your email. The product produced at the Pilgangoora Lithium-Tantalum Project has consistently met or exceeded customer’s expectations in respect of grade and deleterious elements. Further, Pilbara Minerals maintains excellent relations with its customers and as such we do not believe product quality is impacting the share price. Any rumour mongering in regards to poor product quality is just that, and we have sought in prior ASX releases to clearly state that our product quality is excellent.
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