my thoughts: make sense to promote grandis, the demand and infrastructure is already there. Nomgon is progressing but the demand is still building, this chart was posted by EXR on twitter yesterday. where most Asian companies are happy to import their shortfall in the short term as the supply demand gap grows more investment will be made in gas infrastructure within Asia. also for now they seem happy to use coal to pickup the slack, but as more regulation of carbon emissions in west grow, super power china will want to be viewed positively and can make an easy trade off for gas/hydrogen to replace coal.
in short: grandis short term(1-2yr), Mongolia long term (3-5yr).
my thoughts: make sense to promote grandis, the demand and...
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Last
11.0¢ |
Change
0.010(10.0%) |
Mkt cap ! $124.7M | |||
| Open | High | Low | Value | Volume |
| 10.5¢ | 11.5¢ | 10.5¢ | $109.0K | 991.9K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 10 | 1161344 | 10.5¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 11.0¢ | 57357 | 3 |
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| Last trade - 16.10pm 26/07/2024 (20 minute delay) ? |
| EXR (ASX) Chart |