I get what you're saying, and agree that SYA are doing a great job on the NAL restart. However to catalyse that into shareholder value, they need to be able to generate that into revenue. Currently we have no information regarding what is happening to the non-PLL Spodumene production volumes.
Further, they previously advised that initial shipments would contain an allocation for Piedmont and other customers during ramp up. They've now dropped that out of their most recent presentation. So not sure whether that's been removed as it's too detailed, or whether PLL will receive a greater allocation for this first shipment to buy more time for SYAQ to enter into an offtake?
General Discussion Topics, page-109444
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