Its also HALF of the hypothetical FULL 2023 Calendar Year allowing for the fact that Piedmont's hypothetical most optimum ' Start ' date for deliveries commence from July 1st 2023. So from Piedmont's perspective , it would only be receiving HALF of its 113,000 tons in the period from July 2023 to December 2023 or alternatively in its FIRST year of deliveries from July 2023 to end of June 2024.
Either way , the other half of that FIRST production looks to be calculated as Sayona's from where i am sitting. The question then becomes whether this forecast of expected deliveries by Piedmont is ' Conservative ' or whether my previous suggestions of around 45,000 tons produced to end of June 2023 would be Sayona's to sell into the spot market at prevailing auction prices.......
General Discussion Topics, page-77832
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