PLS and GXY up ~5% (but both off fresh 12month + lows), whilst AJM, KDR and LIT flat. IO is down (BHP, RIO and FMG). Hence, whilst I would have preferred it to go up ... I wouldn’t read too much into todays movement for MIN.
I don’t think we’ll track Li processor SP’s as MIN as too many other parts. I think the ALB rally is relief that they’ve trimmed capital expenditure and will change plans to avoid oversupply. That would also be a vote of support for the change to the MIN deal.
Ann: Revised arrangements with Albemarle for Wodgina Lithium, page-93
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Last
$38.00 |
Change
0.160(0.42%) |
Mkt cap ! $7.440B | |||
| Open | High | Low | Value | Volume |
| $37.90 | $38.48 | $37.81 | $8.844M | 231.2K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 7 | 1465 | $37.99 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $38.02 | 465 | 17 |
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| Last trade - 10.54am 18/09/2024 (20 minute delay) ? |
| MIN (ASX) Chart |