What with? $93m which $30m already belongs to the JV? The deal is currently still that your 25% stake in NAL will be producing Chemicals in 2027. That hasnt changed.
This does sound very w*nksy, Frank?
The biggest Lithium entity out there knows how close to dying PLL is and that they are relying on a hailmary African deposit for a bailout?
Or a bully manouver against your 75% partner and a Chemically focussed Canadian Government to secure your future?
PLL still needs to invest $100m + in Ewoyaa, you have $60m net in the bank and youre sitting here telling us about coming from the moon? Guess who has 2 offtakes? You do? and if Goldman's who seems to be getting their way lately gets their $800US/t prediction right the you will be handing both the Tesla and LG revenue straight over to SYQ. Oh... and dont think you will get away with the interest payments.
You are talking about coming from the clouds, but youre there flying by the seat of your pants mate.
I'd rather be over here at SYA where market analists are predicting us to out perform than over there hoping that the leading Lithium analyst in the world who reckons you are screwed has got it wrong? And dont worry, any knob polishing mates of his over here will get it soon enough.
I liked you at LPI.
Shame.
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