You have bashed SYA previously for not having an OTA and now bash PLL for having done so. It seems everyone is incapable except yourself , mind you its easy on a chat site where no company decisions need to be made.
Cheers Whisky
Yes Whisky, how do we not have an offtake? the inexplicable question remains.....
An offtake at spot would get us a lot closer to our opex breaking even, then dealing with the commodity traders.
And as previously spruiked by many analysts, we SHOULD be attracting an IRA compliant premium...yet we choose to go completely in the other direction and deal with the traders and receive peanuts.
It is simply not worth producing at US$1000 and selling for US$450
As I have previously said, it makes the PLL contract look like a great deal......
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