The Tesla/SYA theory makes a lot of sense, and that is some super sleuthing Split. I was originally sceptical that Tesla would confirm deals with both PLL and SYA on the same day - it seemed almost too coincidental to be true - but then after a little more sleuthing I realised September 22 is the day of Tesla's AGM, which includes their 'Battery Day'. It doesn't take a broad stretch of the imagination to envisage a pile of potential offtake agreements, that had been in the works for a while, all getting approved in a supply meeting when the decision maker(s) at Tesla are all together for the AGM, and the flow on effects transpiring the next day (i.e. SYA amends its bid and PLL's story leaks).
The Tesla/SYA theory makes a lot of sense, and that is some...
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