Sayona Quebec : chemical plant must be JOInTLy agreed upon, page-70

I agree with this post Aussie.

NAL downstream is inevitable imo, so the Life of Mine offtake agreement does have a shelf life. However, I see very lucrative years in the immediate future for PLL off the back of the offtake agreement prior to any downnstream refining.

And if SYA aren't happy with that, it's easy, SYA will have to offer a commercial solution to this problem. And the "BuT PLL WilL oWn 25% oF a hIgHlY pRoFiTaBLE oPeRaTiON" argument isn't it.

Apologies for my facetious use of capitalisation, but when you run the numbers PLL would be leaving a huge amount of value on the table from their shareholders under that situation, and KP's fiduciary duties are to represent his shareholders.

Yes, IQ are involved, and that's exactly why the Quebec Content Undertakings were signed. PLL can abide by the Quebec Content Undertakings and still capitalise from the offtake while investigations are underway. Decisions don't need to be rushed, as desperate as SYA might be for them to be......