I think your way off the mark with your expectations on contract pricing.
I suggest there is no point looking at the last quarterly in terms of where prices will be for the at least the next 4 quarterlies!
As for BMX prices been unsustainable, i think you are not fully taking into account the supply and demand situation.For a contraction in pricing to come about there would need to be substantial rise in spodumene availability and its just not happening
You would be better off adjusting possible contract prices from $850 to $1100.
Ann: PLS Corporate Presentation Sept 2021, page-16
-
- There are more pages in this discussion • 32 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
$2.98 |
Change
0.110(3.83%) |
Mkt cap ! $8.969B | |||
| Open | High | Low | Value | Volume |
| $2.99 | $3.10 | $2.95 | $98.90M | 32.90M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 5 | 16986 | $2.97 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $2.98 | 175531 | 5 |
View Market Depth
| Last trade - 16.10pm 26/07/2024 (20 minute delay) ? |
| PLS (ASX) Chart |