General Discussion Topics, page-87983

3. BL reduced the projected output of LCE from 30ktpa to 23ktpa without explanation - assuming nameplate (226ktpa sc) due to blending from other sources that leaves significant sc presumably for PLL. I doubt that PLL will get none.

Although I'm not aware any change it would likely be related to the potential to mislead shareholders, untill the plant is up and running they won't know for a fact what the production will be. The original PFS profile would only be enough for around 23Ktpa LCE.

However what I can say is in the last Presentation in Nov 2022 they were TARGETING nameplate capacity of up to 220kt of SC6 or 30kt LCE , targeting is just that and doesnt commit to anything and is certainly not misleading, CEO'S are wise enough not to commit to any specific number but shareholders do like to have a target ..

Any excess concentrate reverts to the original agreement and is for the LOM, as SF has mentioned SYA will unlikely produce any more than whats required for the conversion plant.
The Conversion plant is 2-3 years away at best so its a story for another day.

Cheers Whisky