So SYR will sell out of what ever AAM is produced. The question becomes what price the extra product outside the fixed Tesla contract is at. Do you think MNS are a chance of pulling off their AAM plans for the US? Hard to tell if their price dip is macro related or if investors are unsure. Looking forward to seeing this all play out. Matt Fernley in his mining education appearance calls graphite the best opportunity, in particular mid stream at the AAM point. Link below. DYOR, from 33 min onwards is the graphite content
https://m.youtube.com/watch?v=eFEC7HgeUrM&feature=youtu.be
Media Reports, page-944
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Last
32.5¢ |
Change
0.010(3.17%) |
Mkt cap ! $336.3M | |||
| Open | High | Low | Value | Volume |
| 32.0¢ | 33.5¢ | 31.5¢ | $1.380M | 4.243M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 11 | 126793 | 32.5¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 33.0¢ | 209602 | 3 |
View Market Depth
| Last trade - 16.10pm 12/07/2024 (20 minute delay) ? |
| SYR (ASX) Chart |