A40 0.00% 8.2¢ alita resources limited

A40/TAW Merger Meeting Summary, page-16

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    Ta prices were somewhere in the region of $US100 p/pound (+-10%) at times in 18.
    Mark said prices have eased a bit since that.
    Its a fairly small market and supply from Bald Hill, Greenbushes and Pilbara will affect prices going forward. As with spodumene, Ta is not made equal with grades/impurities driving demand and the price achieved. Not sure anyone has locked in a binding deal yet for high grade Ta >30%

    No specific outlook going forward on spod prices, just mentioned that they are still resilient despite the drop in carbonate pricing, end Nov. Can only guess that was reference to the $880 price A40 are currently locked in at.
 
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