Split, some renegotiation of offtake with PLL given -
1. the PLL delays issue (mine approvals) in relation to TESLA supply, and
2. the plan in works now to produce hydroxide through the NAL plant.
Note: the high price reported in the PLS auction is unlikely
to be the standard price level going forward long term.
At the end of the day long term holders know Sayona
did very well to seal a deal in Jan 2021.
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