If there is high demand for spod in Europe, N America and the rest of Asia, China will be on the receiving end of the price instead. Conversion from fossil fuel to battery outside China has to speed up.
What's important now is probably whether we have the next few orders(other than PLL) lined up. Has PLL also confirm taking deliveries and paying? That should be within the ability of the management to tell us. Do not keep quiet. We need to be able to sustain operations and have enough funds for more drilling at the same time.
Our real hope is the Moblan DFS which should be huge and attractive enough for the biggies to want to take over SYA. Yes, 40c and above is good enough. IMO.
If there is high demand for spod in Europe, N America and the...
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