Thanks for your rigour @Embista,@PieChart & @OStirz.
I've added a cobalt metal v sulphate and nickel metal v sulphate table in the bottom left as a comparison.
For cobalt, PieChart's BMI chart, with two options US$10K/t - a bad case /recession scenario & a US$12K/t which seems more like the average over the past few years (note COVID would have played havoc with the average) without even considering a forward looking critical mineral supply deficit figure!
The 12K figure seemed to give equivalent-ish revenue to the PFS cobalt metal revenue.
For nickel, flying a bit blind as I don't subscribe to any price platforms, found a recent figure from FastMarkets, and plugged in a lowball US$4.5K figure, which gives an equivalent revenue to the PFS metal revenue, and then a US$6K/t which is still lower than the FM figure I found.
So on balance whichever price it seems the numbers look just as good, if not a deal better
Enjoy your weekend all, MM.
- Forums
- ASX - By Stock
- QPM
- Ann: Ore Supply Agreement Executed with SMT
Ann: Ore Supply Agreement Executed with SMT, page-65
Featured News
Add QPM (ASX) to my watchlist
(20min delay)
|
|||||
Last
3.8¢ |
Change
0.001(2.70%) |
Mkt cap ! $95.80M |
Open | High | Low | Value | Volume |
3.8¢ | 3.8¢ | 3.7¢ | $54.51K | 1.436M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
7 | 1412895 | 3.7¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
3.9¢ | 1985621 | 9 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
7 | 1412895 | 0.037 |
7 | 3371949 | 0.036 |
7 | 322856 | 0.035 |
4 | 295303 | 0.033 |
7 | 766719 | 0.032 |
Price($) | Vol. | No. |
---|---|---|
0.039 | 1985621 | 9 |
0.040 | 856446 | 11 |
0.041 | 165467 | 3 |
0.042 | 571685 | 3 |
0.043 | 524776 | 3 |
Last trade - 15.52pm 18/10/2024 (20 minute delay) ? |
Featured News
QPM (ASX) Chart |