It is unheard of three months to first sale that even the professionals are guessing what is the miner allocation!
Have PLL shareholders been informed of what their allocation is on the first sales , after all the product produced up untill July is before the OTA begins so belongs to the JV and at this stage we don't know what that amount is let alone the allocation...are PLL's customers ready for a full shipment or may prefer less now and more later..lots of unknowns.
What we do know is from the end of ramp up which is expected around Sept the shipments are pro rata up to then I doubt either CEO' s will know their allocations of the first shipments so can't comment on it...
We are in production so enjoy instead of nitpicking..
Cheers Whisky
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