thankyou ranga. That’s a very logical explanation. Have we had confirmation this CR is for feedstock? I think it’s a fair assumption but would like it confirmed, probably in tomorrow’s Ann when they lift the TH.
You logic reminds me of when BOE a Uranium play purchased U on the spot market 9 months ago so that utilities had comfort contracting/talking to them while they re-start up again. Having reserves gave reliability of supply being honored. Slightly different but still a bit similar here, if your theory proves correct. Offtake don’t just want a contract, they want strong confidence that contract can be honored on time as stated. Sufficient feedstock would provide or add to that confidence.
thx for the sounding board
thankyou ranga. That’s a very logical explanation. Have we had...
Add to My Watchlist
What is My Watchlist?
 (20min delay)
|
|||||
|
Last
72.0¢ |
Change
0.000(0.00%) |
Mkt cap ! $145.6M | |||
| Open | High | Low | Value | Volume |
| 0.0¢ | 0.0¢ | 0.0¢ | $0 | 0 |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 1388 | 72.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 72.0¢ | 12801 | 1 |
View Market Depth
| Last trade - 07.35am 25/07/2025 (20 minute delay) ? |
| ASM (ASX) Chart |
Day chart unavailable