See my reply to Gareth, however you would know I researched them, and my conclusion was I'd be better placed to stay with PLS, given their scale and more importantly, they are ahead of the game, having the IP bedded down.
I'd also be disappointed if PLS signed another offtake with GFL for product derived from Ngungaju plant.
Having said that, and as per my reply to Gareth, the market must be very tight, and as you know, GFL are expanding to 630kt LCE, so they need all they can get. On that last note, the consensus that supply from different ore bodies is a problem for converters may be debunked.
Anyways, sign of the times, when market will be in perpetual deficits through this decade.
Good News & Bad News, page-2922
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$3.06 |
Change
0.040(1.32%) |
Mkt cap ! $9.210B | |||
| Open | High | Low | Value | Volume |
| $3.04 | $3.12 | $3.02 | $47.88M | 15.58M |
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| No. | Vol. | Price($) |
|---|---|---|
| 18 | 321604 | $3.06 |
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| Price($) | Vol. | No. |
|---|---|---|
| $3.07 | 269930 | 12 |
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