Yes, but visibility has improved quite a bit lately (wonder why), and consecutive weekly price increases would suggest stockpiles are getting low. My understanding is, there is still a lot of grease ready carbonate in the system, and of course for those lazy analyst, they will lump all those lithium grade and stockpiles together.
If in fact PLS take some supply out of market, we should not be greedy and just ask them to pay $550 floor price at this point, on a take of pay contract, but only for a 12 month term, I say keep them keen. Can do longer term contacts once spod prices are back or above $750pt
Ann: Share Sale Agreement to Acquire Altura Lithium Operations, page-222
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