PLL General Discussion, page-2136

Another interesting feature is that Piedmont currently has the same offtake available that Atlantic is looking to put into the market to receive US$75-100m as a prepayment.

If Piedmont were to pivot to perhaps unavoidable modest delays in their Tennessee plant, the existing SYA offtakes would reach their end before the Tennesse plant needs ore in the volumes SYA would supply. They could use SYA ore for the Tennessee plant startup and its first few years. They could sell a 3-5 year Ewoyaa offtake deal into the market. Piedmont knows there's multiple interested parties that have gone into phase 2. If Piedmont were to mirror Atlantic's offtake deal why would they not also be able to also get a US$75-100m prepay/finance facility from it?

Because Piedmont would be selling ore with identical characteristics to what Atlantic are selling, I'm struggling to think of a reason why they couldn't seal the same deal that Atlantic are looking to do. If Piedmont did this, another US$75-100m in the kitty would make a huge difference to their cash position.