Running discussion on SP, page-35117

'floor price linked to those things would betray the difficulty avz has in getting offtake atm, since you are saying less linked to lithium prices'

eh..how is what i am saying is less linked to lithium price...its totally linked to lithium pricing and the companies own cost of production. Price agrred generally floats at or at a discount to LME. Price floor comes into play when lithium price drops below what you can produce the product at

'if less linked to lithium prices and avz can’t get offtake atm the perhaps the floor is too high?'

How on earth would it be too high ... if it goes much lower? in simple terms.... the miner can't survive, the OT gets no supply and the financer looses his cash .