LTR and AVZ quoting around $7K via Roskill.
Note Roskill made a authorial point coveting this direction in response to Cru’s blog post on LinkedIn. So they likely still own those future price directions.
What I think the retail market has yet to come to grips with, is, is the EU mandate for ESG compliance. Hefty fines for noncompliance await, hence why though it looks expensive and BS to some @$7k it may actually be very agreeable if the product meets GHG emission targets in a very tight market.
At some stage the target for production may be further integration into a hydroxide facility, but Sulphate or another viable indefined lithia has intermediary as UK based Green Lithium tout, or rumors about lithium oxide production suggest may well be versatile for a disruptive phase in battery chemistry.
Ken must be thinking long and hard how to swap out of Ganfeng land with new markets opening up
Posco?
Russians? So quiet?
USA?
Extra Bad / Good news geopolitics 2021, page-80
Add PLS (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
$3.15 |
Change
-0.160(4.83%) |
Mkt cap ! $9.486B | |||
| Open | High | Low | Value | Volume |
| $3.20 | $3.22 | $3.09 | $384.4M | 121.3M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 1587 | $3.15 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $3.16 | 20000 | 2 |
View Market Depth
| Last trade - 16.10pm 03/10/2024 (20 minute delay) ? |
| PLS (ASX) Chart |