Interesting we're all talking about 4000 tonnes. so roughly $16m/year profit for 5 years. Bruce spoke of 10,000 tonnes as the startup volumes. is that what we can expect in 2027 or do we think they'll scale the demo plant much sooner to get some cash in? I mean it probably doesn't nudge the current market cap much but atleast locks it in. Maybe why the share price hasn't moved much.
I mean we're aiming for 13,000,000 tonnes so there is quite a delta between startup volumes and end game volumes.
Ann: Binding Offtake Term Sheet with LG Energy Solution, page-125
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