imo the original OTA was made so PLL had the chance to capitalise on the early sale of spod until the JV goes downstream and then the cash swings back the other way. If PLL want to delay that I’d be fine with it as long as all spod and costs are 50/50 it’s truly the only way things become ‘even’ there’s no need to merge etc. if carbonate is to take a few more years so be it. At least both partners make the same and can fund future projects until a great offer comes to build out the carbonate plant.
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