So if the OTA is with LG, what time frame to ship our SPOD, because the $200m CR indicates that the chances of shipping in July are not great.
Assuming PLL are in a position to take concentrate now then there is no reason a shipment won't go this month, the concentrate is at the Port and they have had plenty of time to arrange shipping and it will likely go to LG not TESLA .
Now whether the shipment contains a proportion of the JV concentrate under another OTA with LG or whoever else is yet to be discovered.
As I mentioned the other day although shipments are planned to be split between PLL and the JV it doesn't mean the first shipment can't all be for PLL or all be for the JV and the next shipment the other way around its still 50/50 and will eventually normalize...as long as we sell our share at market related price life is good...
Cheers Whisky
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