The $27,000 ptn spot price in China this time last year and the $17,000 ptn forward contracts Orocobra are alleged to be signing now on their 3 year rolling contracts have less bearing than the fact that we should be able to produce at <$4,000 ptn putting us in the lowest quartile of global producers, great location, massive scalability rising demand ....... nobody will want to concentrate spod in Aus, ship to China for processing, make the cells, build the modules and ship to Europe for final assembly when the whole lot can be done in Europe for half the price......
EMH Price at posting:
33.0¢ Sentiment: Buy Disclosure: Held
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
(20min delay)