Good question SF.
So I reached out to the very efficient team at PLS shareholder services and they replied promptly as follows:
thanks for your enquiry. We have a number of off-take agreements in place for ~60% of our production assuming we are producing at 580ktpa. We have a couple of off-takes that “roll-off” towards the end of 2024. Longer-term and assuming a production run-rate of 1mtpa – we would have approximately 50:50 split between offtake and uncommitted tonnes.
Good News & Bad News, page-11707
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