They were poor contracts only because they were done in a very tight times.
Our contracts are being started at a time of record Spod prices and tight supply so will be much higher than PLS.
As suggested by an earlier poster we won't have much or any Spod avaliable for auction untill sometime in 2024 so current auction prices arent that relevant at the moment, but the overall lithium price trajectory is...
Cheers Whisky
Ann: Offtake Update, page-235
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