Interesting - thanks.
So there's a bit more clarity around the two-stage offtake process Atlantic's doing.
500kt of spod over 3-5 years (30% of Ewoyaa capacity) with a prepay of US$70-100m. More parties than they expected made it through to stage 2. The maths makes sense on 5 years (100ktpa as 30% of production is 333kt overall) so that's broadly aligned to ramp up periods and the production volumes stated. The 3-year period is interesting if that still involves the delivery of 500kt for 30%. 556kt * 30% = 167kt * 3yrs = 500kt. Ewoyaa hasn't yet made other public statements about having production volumes above 400kt (or nearer 500ktpa) that this would imply.
Is the flotation case under considering adding more capacity than expected?
- Forums
- ASX - By Stock
- A11
- Ann: Conference Attendance
Ann: Conference Attendance, page-6
-
-
- There are more pages in this discussion • 5 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add A11 (ASX) to my watchlist
(20min delay)
|
|||||
Last
36.0¢ |
Change
-0.005(1.37%) |
Mkt cap ! $233.8M |
Open | High | Low | Value | Volume |
37.0¢ | 37.0¢ | 36.0¢ | $20.24K | 56.02K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
4 | 38615 | 36.0¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
37.0¢ | 28218 | 2 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 5838 | 0.360 |
2 | 80000 | 0.340 |
1 | 32000 | 0.335 |
1 | 5000 | 0.320 |
1 | 7000 | 0.290 |
Price($) | Vol. | No. |
---|---|---|
0.370 | 28218 | 2 |
0.375 | 7992 | 2 |
0.380 | 1120 | 1 |
0.385 | 50000 | 1 |
0.400 | 128000 | 1 |
Last trade - 16.10pm 12/07/2024 (20 minute delay) ? |
Featured News
RNU
Renascor wins a funding boost given it wants to produce a critical mineral – but $5M award pales in comparison to some
SKS
SKS Technologies wins US$90M award to supply power to international hyperscale data centre in Melbourne
A11 (ASX) Chart |