CXO 8.86% 8.6¢ core lithium ltd

Banter and general comments, page-11395

  1. 937 Posts.
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    JL latest podcast with Peter Hannah of Benchmarks is worth a listen as they discuss this topic.
    He talks about contracts being renegotiated mid contract and most contracts being re negotiated based on spot or at most a few percentage points below spot. Spot being calculated in arrears (3months). So I am more optimistic ( that CXO sale price will be close to spot) based on views of people that are speaking with the supply and demand side daily.
    my 2 cents only
 
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8.6¢ 1102272 8
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