Sayona Quebec : chemical plant must be JOInTLy agreed upon, page-18

As Aussie posted in the other thread. The below is directly from Brindle himself.

"It may be the intent and spirit of long-term objectives would be conversion ofspodumene within the province. The goal posts move a little bit with respect to timing etc. if the facilities are owned by the partnership or where the partnership has an equity position in you know say a conversion facility where there are other partners uh versus one in which we sell spodumene concentrate to a conversion facility in the province that's owned by others.

I think from our perspective although it's not in that development progression from 2023 through 2026 that includes you know NAL restart, Atlantic, Tennessee and Carolina

you know you would look forward to a future that you know also included conversion capacity in in Quebec uh Quebec will be an important contributor to the battery materials supply chain over time both on the cathode and anodes side and I think it would be logical for Piedmont to want to have you know exposure to production capacity in that Province both upstream and downstream."

Read the middle paragraph. I have no doubt that PLL and SYA will have conversion on-site in Quebec at some stage in the future, but people believing its going to happen by 2025 are absolutely kidding themselves.