The prices per tonne of concentrate / PSG doesn't have to be fixed pricing - didn't NVX sign a binding off-take to that effect.
"The mutually agreed upon pricing structure incorporates a mechanism for adjusting the price in response to significant changes in NOVONIX’s raw material costs."
I don't think signing something now, precludes a mechanism for higher prices, etc They could also hedge a small amount - then see if others get nervous and jump into BOAs.
Tired of all the "similar looking presentations" and roadshows - might as well save the $$$ since they aren't achieving the desired outcome.
The prices per tonne of concentrate / PSG doesn't have to be...
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