Are you talking FOB or CIF as that makes a huge difference to the bottom line? I very much doubt LTR will be less than $1000 CIF per tonne. Underground spodumene extraction is still an unknown and I can't see cash costs at $450 per tonne, let alone taking into account LOM considerations. In saying that though, I do believe LTR will be at the lower end of the 'new producers' cost curve. We can't all be Greenbushes but I do believe demand will keep the majority of significant producers that come on stream in the next 12-18 months will be on the right side of the cost curve throughout the cycles. Downstream activity will further insulate producers from price fluctuations.
$3 Party, page-213
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Last
82.0¢ |
Change
0.020(2.50%) |
Mkt cap ! $1.988B | |||
| Open | High | Low | Value | Volume |
| 80.0¢ | 82.5¢ | 78.0¢ | $7.205M | 8.938M |
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| No. | Vol. | Price($) |
|---|---|---|
| 3 | 112249 | 81.5¢ |
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| Price($) | Vol. | No. |
|---|---|---|
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