Ann: Clarification regarding Tesla offtake agreement, page-51

we can either look at what has been presented and say its reliable info or say the company is telling porkies.
From the quarterly:
Vidalia AAM production meeting specifications for use in lithium-ion batteries with carbon purity consistently above 99.95%, evidenced in Syrah, third-party laboratory and customer test results.

The simple fact is it all about cost, no one is buying because it is cheaper from China, no one has seen the contract with Tesla so we don't know the finer details, who can walk away and the penalties.

All we do know is that without some form of government intervention Syr is probably dead in the water.