Perhaps he made no mention of an off-take agreement because there is none, nor an intention to have one.
PLS, (arguably the most successful hard lithium rock minée in the world) has not taken on any new OTAs for some time.
From what I can tell, the new tolling pathway they have chosen, allows them to keep their options open.
They are just entering a new phase where downstream processing is taking on greater importance.
SC that would previously been offered for OTA is now being tolled based on lithium hydroxide pricing.
The link explains how the new arrangement works.
https://www.tradingview.com/news/marketindex:8844c98b0094b:0-pilbara-minerals-has-new-ways-to-sell-lithium-macquarie-and-cannacord-reaffirm-buys/
SYAQ may be on the same pathway?
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