The original 113kt to pll is at a known price $810/t based on 5.4%, if you sell them the spod monthly or at end of the year makes no difference it is same revenue.
Thats what the original post was about delaying the provision of the 113kt until the end of each year.
As for the other 113kt not currently under an OTA, selling that per month makes a lot of sense while prices are high.
Unfortunately i suspect that the OTA for the remaning 50% is going to be a bit of a dud, that's why it has been delayed. If it was fantastic the shorters etc would have exited very rapidly.
I hope i am wrong but...
SYA Price at posting:
17.5¢ Sentiment: Hold Disclosure: Held
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