I think the biggest issue is convincing the market that they’ll get to nameplate quickly - they have told us that they will and that they have a workaround but they have not put anything in an official document. Others are working off the NAL PFS - hence the different directions of the PLL and SYA SP ( yes the Tesla offtake would have helped as well, PLL has been much more heavily shorted than Sya on the NASDAQ and the asx listing follows the nasdaq). Some early figures regarding sc6 production may be helpful.
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