You've gone ahead and detailed the type of modelling I was referring to in my post with great detail.
Thanks mate, wonderful post.
I think it's important to factor in cost savings due to plant synergies, transport and logistics cost which could see us as low as US$300dmt cif in the next 2 years, and it may be worth factoring in the size and scale of the operation too with the new 6 month drilling campaign that they are doing.
If they are able to supply the plants with premium grade feed it could improve recoveries and reduce costs marginally too.
Spodumene Prices, page-339
-
- There are more pages in this discussion • 4,425 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add PLS (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
$2.99 |
Change
0.010(0.34%) |
Mkt cap ! $8.942B | |||
| Open | High | Low | Value | Volume |
| $2.95 | $3.03 | $2.93 | $13.53M | 4.536M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 21 | 148687 | $2.99 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $3.00 | 124386 | 29 |
View Market Depth
| Last trade - 11.29am 26/08/2024 (20 minute delay) ? |
| PLS (ASX) Chart |