General Discussion Topics, page-12395

Re: Consideration of Off-take

PLL's own SWOT Analysis on SYA agreement(s) listed a major strength as SYA's exposure to market prices which would offset a PLL weakness being their handcuffing to the TSLA Off-take.

To me, this PLL shudder may result in TSLA investigating an additional off-take directly between SYA and TSLA. In this event, I expect that SYA management would presumably negotiate better terms with the exponential growth potential somewhat priced in and not for the absolute totality of what SYA produces. My personal sentiment is that SYA must have exposure to market prices as Binding Offtake's will only ever truly benefit the dominant buying party.

Speculative Acquisition Case

Who knows, this may result in Tesla investigating a complete Vertical integration of battery metals production and a courtship of all of SYA. This however, is pure speculation, but if I was Elon, I'd be doing what Amazon does and bringing as much as possible in house, including the battery metals. Especially so when there is a smorgasboard of small acquisition targets.