Hi Verplak
I Guess what I have been hinting at for awhile now is simply this :
1: Piedmont do not have any approvals as yet to commence any onsite work in NC.
2: Realistically one would expect approvals to take at least a year from here.
3:EPCM Contracts will take some time to complete.
4: In my opinion only ,one could not expect much to happen on site before March 2023.
5: Given supply chain issues, I would think given the best will in the world , their facilities in NC are unlikely to be able to receive any SC6 supply
from Sayona before Q1 2025 which puts Piedmont outside the perhaps contracted timelines with Sayona .
6: This then leaves Sayona the right to sell all product as it sees fit.
7: I believe that Keith would already be well aware of this situation and when he speaks it is far more comfortable to speak negatively about Sayona
than to speak positively about NC . Using this method of deflection for awhile at least may keep commentators off his tail and limit future exposure
to litigation from uninformed shareholders.
All of the above is my opinion only please DYOR
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