Are you able to send any officially released data to support your analysis on the below statement?
'By my understanding Greenbushes are the cheapest producer, Wodgina will be next cheapest (using cheap NW shelf gas for power), followed by Mt Marion, then PLS. (We may go above Mt Marion upon completion/ramp up of stage 2.)'
From what I can read from company's annoucement PLS LOM cost was estimated at USD 291/ton, while for MT Marion that was well over $560/ton, and Wodgina at $296/ton. Maybe I have missed something since I have been away from watching stocks for long, but I'd like to search for your kind advice.
PLS vs KDR, page-285
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Last
$3.16 |
Change
0.170(5.69%) |
Mkt cap ! $9.515B | |||
| Open | High | Low | Value | Volume |
| $3.10 | $3.20 | $3.05 | $117.6M | 37.50M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 7 | 72180 | $3.15 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $3.17 | 222212 | 12 |
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| Last trade - 16.10pm 27/09/2024 (20 minute delay) ? |
| PLS (ASX) Chart |