General Discussion Topics, page-134441

Yeah apologies for my lack of clarity, assumed most would understand half is already under OTA. I was talking about the other 50% of spodumene and possibly a tie up with the Carbonate side of NAL.

I'm more and more inclined to think LG chem will take the remaining 50% in a deal with NAL (JV) linked to carbonate for the future.

Although an unpopular opinion around here, Piedmont has positioned itself strategically with NAL and its offtakes. Talks of Piedmont going under are IMO not possible without Sayona also going under... its only feasible considering their 50/50 (or less, whatever way you want to look at it) economic benefit from NAL. So essentially what I'm getting at is I don't think LG would invest their money and efforts into Piedmont thinking it might fail because if it does, Sayona too probably goes under and then you lose the operator of the facility in which you have a longish term contract under.. so it's in LG (and Tesla's) best interest to keep NAL and intrinsically, PLL and SYA alive.