General Discussion Topics, page-99878

The fundamentals on a macro level are playing out for SYA atm ie increases in lithium price, decreases in supply storages.

Why would they want to lock in a fixed price contract or even a partly fixed price contract atm when prices pick up. As whiskey pointed out earlier. We are likely to be subject to a market based formula etc....

An we already have half our offtake sorted with PLL so its not like we have no offtake arrangements and shipments to nobody. LG and Tesla are getting at least 50% of SYAQs first shipment. The other 50% could be anyones guess. Some say VW and some say LG, Ford or Tesla.

We may even sell at market price to PLL for them to supply any of the above. But at the end of the day it wont be overly important who the offtake deal is with other than from a relationship building standpoint. Unless of course our downstream plans and or costs are chucked into the offtake mix.

Telling the shareholders today an offtake is with VW or telling them in June will do very little to the S.P IMHO.

The more price sensitive information to me is successful ramp up with no issues. We ensure that, we ensure our cashflow. Again IMO anyway.