There was discussion on pricing, oversupply and my take away from this was James tells it straight without all the fanfare and although he said pricing is confidential, my guess is we should be careful to assume its 900us.........i think its more in the 700us to 800 us.......and thats only a quess from me.'
$700 to $800 would destroy the SP. I'm saying it right now.
When you have GXY getting $960 for at best 5.7% grade and NEO and MIN getting $961, this would be a disaster! I can not understand your logic of how $700 to $800 could fly via a peer comparison. PLS likely also confidential but they should be getting similar prices to AJM.
AJM Price at posting:
21.0¢ Sentiment: Buy Disclosure: Held
