You raise a good point. How will PLS provide enough product if the first BOA wants 40%, with potentially 7 more BOA's to follow, and management want to keep some available for open market prices?
Surely if a customer wants to secure product they would want a sizeable chunk like 20-40%.
It suggests PLS could ramp directly to 4MT to fulfil all BOA requests.
Ann: Pilbara Minerals Finalises Agreement with Mineral Resources,MIN-PLS.AX, page-45
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$3.06 |
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0.040(1.32%) |
Mkt cap ! $9.210B | |||
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