I was really encouraged by the article on Datt’s substack (which was very well written, well done, if he’s reading this)
Datt talked about Niobec etc coming online and how CBMM saw them as supporting supply growth - and actually held back their pricing - to accommodate the new entrants. It was a great move and resulted in substantial market growth. That’s exactly how I see it working for WA1.
The US and Europe is our market as they’ve made it clear that they want to diversify away from China
In a perfect world though the government would push hard to get the mine producing in the next couple of years rather than 2030, if at all possible
General discussion, page-10727
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Last
$15.76 |
Change
-0.220(1.38%) |
Mkt cap ! $1.022B | |||
| Open | High | Low | Value | Volume |
| $15.90 | $15.90 | $15.43 | $3.709M | 236.9K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 1000 | $15.63 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $15.80 | 338 | 1 |
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| Last trade - 16.10pm 19/07/2024 (20 minute delay) ? |
| WA1 (ASX) Chart |