The big kicker imo is the 6yr +4yr agreement and price linked to the downstream price of lithium carbonate. Convertors have been making huge margins from spod concentrate. That agreement is a huge windfall for PLS and great negotiation. Further, the 50% JV option for a downstream plant in the future is massive. The 50c share buy-in is the negative offset or cost to PLS for those benefits. But overall, by far a big WIN for PLS and guarantees the companies future.
Ann: Binding Off-take & Downstream Processing Agreements-PLS.AX, page-34
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