Without PLL there will be no NAL, this is crap. SYA and Q has...

Without PLL there will be no NAL, this is crap. SYA and Q has been in a strong relationship years before that. If PLL is so critical , they would have bid directly. You know bankers well. They have nothing. Only a testla deal which SYA could have gone with Tesla directly without a middleman.

Once carbonate or hydroxide, the OT is over. Thats not the point. PLL will continue to draw hundreds of millions a year forever. OT or no OT.

Done deal, nothing can be done. If PLL has the initiative to renegotiate with Tesla on their terms, we should not assume that all deals cannot be changed. PLL has shown that its possible. In fact, all deals can be changed depending on your approach and proposal and putting in the effort. We did not hear BL doing anything towards this end. One of the big curiosity.

Something can be done. We should keep pushing the mamagement. Tighten the leaky tap.