Will be interesting to see the next QTR results to see if PLL have contributed their portion of the running cost of NAL and spod delivery. If they haven't it would be a clear breach of their JV and might allow SYA a get out clause for the OTA.
Also, it's a great time now to push for Carbonate setup while there are a lot of projects around the world being shelved due to projects being reassessed for ROI. SYA won't have to wait as long for parts & equipment and can possibly get it cheaper.
The market will return, it's all a cycle. It's not a matter of timing... just time in the market! Those with a will and determination will be able to wait for the tide to come back in to ride the waves again.
Will be interesting to see the next QTR results to see if PLL...
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