SYR syrah resources limited

Ann: Clarification regarding Tesla offtake agreement, page-50

  1. 103 Posts.
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    LG Energy Solution, Ford Motor Company und SK On Ltd.


    If it was really about cost, SYR could have simply refused the agreement extension, wait for tariffs to be implemented and sell to TSLA at double the price of the original agreement. SYR would have had nothing to lose, since w/o tariffs they‘d be dead in the water just like they are currently. Plus you ignore the fact that not only Tesla, but neither Samsung SDI, Lucid, LG Energy Solution, Ford Motor Company nor SK On Ltd. have approved Syrah‘s AAM as in-spec. It looks like something is wrong with the product, not with Tesla.
 
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