TLG - Media, page-556

Sorry can't buy into the MT has "tonne of off-takes" (cleverly worded BTW) but just can't announce them.

We saw what the TSLA off-take announcement did for PLL. And it there are precedent conditions that apply and they don't mention the exact amounts and prices. Umm how many times has this slide be shown?



and





with the qualifier

"SOURCE: RECRUIT, AVICIENNE. NOTE: SELECTED LI-ION SUPPLY CHAIN COMPANIES/NOT ALL MARKET PARTICIPANTS ILLUSTRATED. THE COMPANY CAUTIONS THAT IT IS NOT PRESENTLY PARTY TOSUPPLY AGREEMENTS WITH ALL THE PARTIES NAMED ABOVE. HOWEVER, ON THE BASIS OF THE COMPANY’S ENGAGEMENTS WITH THESE OR SIMILAR PARTIES, THE COMPANY CONSIDERS THAT ITHAS A REASONABLE BASIS FOR THE VIEW THAT IT CAN FILL THIS POSITION IN THE SUPPLY CHAIN. THE COMPANY CAUTIONS INVESTORS AGAINST APPLYING UNDUE WEIGHT ON THE ABOVE."

So they already are saying who and everyone (in the supply chain and investment community) already knows who buys and sells the stuff that goes into LIBs ... but there are commercial terms in confidence about deal specifics that neither company wants to see disclosed.

I'm not all that patient either ... but diversification keeps me busy