Thanks Frank. Not sure i contradicted myself but not here to squabble. Yunnan tin do 80ktpa of refined tin, Renison do 7ktpa of tin in concentrate. I know there is a shortage of tin concentrate due to mine closures and/or grade declines in Myanmar and China. The refineries/smelters still exist. As i say - from my conversations MLX like any good company diversify their customer base but do have heavy exposure to Malaysia and I believe some gets sold into Thailand. Could be all the more reason Mr Koo is gunning for the offtake belonging to greentech’s 50%. At some point tin will have a run IMO and there’s not many better than the 2% Sn in Area5.
Thanks Frank. Not sure i contradicted myself but not here to...
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Last
37.0¢ |
Change
0.000(0.00%) |
Mkt cap ! $335.2M | |||
| Open | High | Low | Value | Volume |
| 37.0¢ | 37.5¢ | 36.5¢ | $472.2K | 1.282M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 4 | 187752 | 36.5¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 37.0¢ | 20316 | 6 |
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| Last trade - 16.10pm 15/08/2024 (20 minute delay) ? |
| MLX (ASX) Chart |