Yunnan is the Chinese province next door to Myanmar. Yunnan Tin source practically all their tin ore/concentrate from Myanmar or Yunnan mines and some from their beneficial ownership share of Renison. From my understanding most of MLX’s share of Renison goes to Malaysian smelters.
I think Renison production/sales will be down on last quarter based on guidance (last quarter 2kt / 8ktpa, revised guidance is for 7.0-7.4ktpa for full year so last three quarters must be approx 1.65kt-1.8kt).
I can’t see Nifty being of big enough scale for FMG but a JV is a possibility with a smaller player (ie SFR).
Ann: Copper Assets Strategic Review, page-51
-
- 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)
Add MLX (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
43.0¢ |
Change
-0.010(2.27%) |
Mkt cap ! $385.5M | |||
| Open | High | Low | Value | Volume |
| 44.0¢ | 44.0¢ | 43.0¢ | $429.8K | 988.6K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 9 | 201402 | 43.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 43.5¢ | 23408 | 4 |
View Market Depth
| Last trade - 16.10pm 18/10/2024 (20 minute delay) ? |
| MLX (ASX) Chart |