I am still thinking it will drop in the last few days. No rush either.
I would like the SP to touch $1 before it's all official. Within a month of the JV being signed I'd expect an off-take or 2 as well. No way we should be anything under $1.50 at that point.
My hunches on of takes
LG -Korea connection supplied from Kwinana
SK Innovations-US Supply from American footprint
Umicore - Europe, Kwinana then potentially a European plant if supply to other European car manufacturers comes off.
These are gut feelings and nothing more. All have been mentioned at some point by FYI on Twitter or via highlighted CRU research
I am still thinking it will drop in the last few days. No rush...
-
- There are more pages in this discussion • 13 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 CCM (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
6.0¢ |
Change
0.000(0.00%) |
Mkt cap ! $22.25M | |||
| Open | High | Low | Value | Volume |
| 0.0¢ | 0.0¢ | 0.0¢ | $0 | 0 |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 30000 | 5.4¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 6.0¢ | 99999 | 2 |
View Market Depth
| Last trade - 08.59am 20/08/2024 (20 minute delay) ? |
| CCM (ASX) Chart |
Day chart unavailable