If Ganfeng believed there would be an ongoing supply shortage over the term of the new offtake extensions then they would not enter those contract extensions and expansions - they’d just buy on spot basis …. But, seems to me that they don’t see an ongoing supply surplus and this are locking up access to quality spod now. I wonder what that might mean in terms of actual supply vs the supply you are being “told”?
Please also show me where contract offtake prices got to the $8400/dmt USD you have stated. I don’t think they did did they? Certainly a single spot supply cargo did … but that wasn’t contact pricing was it … maybe select stats which are applicable.
- Forums
- ASX - By Stock
- LTR
- Lithium Related Media Articles
Lithium Related Media Articles, page-20164
-
- There are more pages in this discussion • 3,454 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add LTR (ASX) to my watchlist
|
|||||
Last
97.8¢ |
Change
0.013(1.30%) |
Mkt cap ! $2.400B |
Open | High | Low | Value | Volume |
98.0¢ | $1.01 | 97.0¢ | $8.230M | 8.320M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
29 | 153512 | 97.5¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
98.0¢ | 139838 | 32 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
26 | 185727 | 0.975 |
33 | 356220 | 0.970 |
19 | 474015 | 0.965 |
21 | 553759 | 0.960 |
7 | 240737 | 0.955 |
Price($) | Vol. | No. |
---|---|---|
0.980 | 159302 | 28 |
0.985 | 212256 | 21 |
0.990 | 228557 | 22 |
0.995 | 390203 | 11 |
1.000 | 345454 | 21 |
Last trade - 12.15pm 29/07/2024 (20 minute delay) ? |
Featured News
LTR (ASX) Chart |