Rumour across the industry has it that when DJ was at SQM he sold chloride to China for ~10 years at very near 100% full carbonate price. Don't forget blending in our clean premium chloride (with very low impurities and high grade) can actually upscale inferior feedstock for a processing plant and lower overall unit operating costs so its not out of the question to expect near 100% in that scenario as it value adds to the buyers entire conversion process.
I'd be watching airports to see where DJ and JP fly to now they have this gov agreement in hand to get some insights and start some goss.... haha (although DJ lives in Chile and has SQM CEO/EVPs on speed dial!).
Rumour across the industry has it that when DJ was at SQM he...
Add GLN (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
28.5¢ |
Change
0.005(1.79%) |
Mkt cap ! $117.7M | |||
| Open | High | Low | Value | Volume |
| 28.5¢ | 29.0¢ | 27.0¢ | $604.7K | 2.147M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 3 | 118181 | 28.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 28.5¢ | 23820 | 2 |
View Market Depth
| Last trade - 16.10pm 03/05/2024 (20 minute delay) ? |
|
|||||
|
Last
29.0¢ |
Change
0.005 ( 2.22 %) |
||||
| Open | High | Low | Volume | ||
| 28.5¢ | 29.0¢ | 27.5¢ | 831103 | ||
| Last updated 15.58pm 03/05/2024 ? | |||||
| GLN (ASX) Chart |