The chances are very high that Tesla will just have to keep buying the spod from NAL for the refinery or ship it in from OZ.
The main issue with Spod from NAL and this applies to both PLL's OTA's and the JV's unallocated supply, is they can only be short term with no guarantee of renewal as long as a Refinery is in play...that eventually poses problems for buyers as that supply has to be replaced if the refinery goes ahead.
At a guess that is the main reason we haven't got an OTA for unallocated spod at this point, its one thing to get one but another to get one on favourable terms. The Refinery itself also needs an OTA to proceed and getting that on acceptable terms in this environment will test LD.
This doesn't apply to Moblan as nothing has been allocated and terms are open ended..ideal for a large refiner looking for a long term supply.
Cheers Whisky
General Discussion Topics, page-141067
Add SYA (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
3.2¢ |
Change
0.000(0.00%) |
Mkt cap ! $329.3M | |||
| Open | High | Low | Value | Volume |
| 3.3¢ | 3.3¢ | 3.2¢ | $743.1K | 23.12M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 16 | 2471889 | 3.2¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 3.3¢ | 8621987 | 13 |
View Market Depth
| Last trade - 16.10pm 05/11/2024 (20 minute delay) ? |
| SYA (ASX) Chart |