Hello Rob,
Wouldnt worry.
The point under my highlighted point is also worth a good glance.
SYA direct exposure to robust spod pricing - *Mr Burns holding fingers together* "Excellent".
With supply issues and constraints in current markets as many have said I wouldnt worry about finding a partner.
But questions still remain, at what price.
Lets just hope we havent gone with a big named business at a discount just to say hey we have a Sony or LG etc deal. Better to get the best price than go for a sugar rush "I got a deal with *insert massive company name here*, NA NA NA NA NA" at a cost to our earnings.
Though if it is a massive company sometimes its part an parcel with signing the agreement. Larger companies are name brands and have the added likelyhood of supply security into the future. But at what cost to SYA?
Best guess is before April we will know. But I am hoping for before March end.
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