The final result of the auction on the Pilbara BMX platform this afternoon: 5650 USD/t, FOB, assuming 80 yuan freight is 5730 USD/t, CIF China. Lithium oxide grade: The bidding price benchmark is 5.5%, the final grade is within 0.1%, and the final price remains unchanged. If it exceeds 0.1%, the unit price will be increased or decreased proportionally. According to this calculation, the production cost of lithium carbonate is 328,000 yuan / ton (calculation: ((5650+80 shipping) * unit consumption 7.5 * exchange rate 6.5 * (6/5.5 grade conversion) + 23,000 processing fee = 328,000 yuan / ton) Comments: The auction price is in line with expectations, and it is optimistic that the long-term lithium concentrate price will remain high. With reference to the Q2GXY lithium concentrate price of US$5,000/ton, the auction price is in line with the market average. And once again surpassed the last highest price ($2,350/t, FOB), the price of Q2 lithium concentrate is still strongly supported. The bottom of the lithium plate has arrived, and the price-performance ratio of the target with mineral resources is prominent.
PLS chart, page-5991
-
- There are more pages in this discussion • 16,627 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
$2.92 |
Change
-0.060(2.01%) |
Mkt cap ! $8.789B | |||
| Open | High | Low | Value | Volume |
| $3.00 | $3.01 | $2.91 | $68.57M | 23.32M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 7 | 33426 | $2.92 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $2.93 | 27520 | 3 |
View Market Depth
| Last trade - 16.10pm 29/07/2024 (20 minute delay) ? |
| PLS (ASX) Chart |