With the LTM acquisition Rio are bullish on DLE and expect it to be very low on the cost curve. From their comments they are expecting it to be low cost and huge amounts virtually putting spod at the very far right of the cost curve.
My question is how much is DLE contributing at the moment?
Whats everyones thoughts.
I followed LKE for a bit, but gave up on them.
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40 | 314774 | 2.890 |
41 | 276904 | 2.880 |
23 | 284853 | 2.870 |
23 | 211142 | 2.860 |
Price($) | Vol. | No. |
---|---|---|
2.910 | 142578 | 54 |
2.920 | 236824 | 43 |
2.930 | 146473 | 31 |
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