Hi.
I believe the reference used for Ford was to indicate that there is no car company out there that SYA cannot do a deal with now. You don't get any bigger than Ford.
Also the fact they used the reference of the deal ($ amount) in this announcement, indicates to me what these car companies are willing to throw large amounts of money out there to secure off-take agreements....and as I stated few days back, IMO the NOV results is the catalyst to fast track SYA's off-take agreement.......hopefully this month...... watch this space....IMO
SYA could end up now with 2 off-take deals:
1. Through PLL : with the 25% stake they have in SYA Quebec.
2. Direct Off-take - with the Moblan acquisition
Even though I would also be rooting for the off-take to be be Ford and Telsa.
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