I agree with you that over the next 2 years a producing OZ spod mine is in the box seat.
I would say the relationship between PLS and some powerful customers along the customer chain has soured considerably after AJM spod supply to them was cut off.
This is a risk for PLS.
MIN can scale up at any time.
Spodumene Prices, page-77
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Last
$2.88 |
Change
-0.025(0.86%) |
Mkt cap ! $8.717B | |||
| Open | High | Low | Value | Volume |
| $2.90 | $2.92 | $2.87 | $7.546M | 2.605M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 21 | 80574 | $2.87 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $2.88 | 110065 | 39 |
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| Last trade - 10.56am 16/09/2024 (20 minute delay) ? |
| PLS (ASX) Chart |