I can share some insights as to why there would be Low expectations for 2023. SYA will be lucky to make $200 per tonne in 2023.
As for 2024, remember. PLL offtake is 113,000 per annum. So Jan 1st 2024....the 113,000 offtake starts again. so its more than likely not till Q3/4 of 2024 that SYA make some coin.
Has anyone also looked into the PLL offtake deal meant to be SC6 to PLL at max $900. What if NAL cant produce SC6 and ends up with a lesser product like SC5.5? Will they be able to sell it for $900. Food for thought???
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