I don't think you can call them "boutique" though. 23 OEMs have engaged so it sounds like they are taking the entire production of the EVA plant for as long as it runs. Those 23 were willing to pay over the DFS price. However from memory are there not 38 OEMs on board (?) which means 15 were not willing to pay to participate
Per the Announcement
"The large-scale samples are being committed at prices above DFS pricing projections (ASX:TLG 1 July 2021) as part of tailored customer testing programs already underway. Receipts from the sale of large-scale samples under these customer testing programs are not expected to be material at this stage.
EVA plant commissioning is progressing on time and within budget, with full commissioning scheduled for completion late March and official opening of the plant occurring early April 2022."
Timeline, page-40
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