AKE 0.00% $9.83 allkem limited

Ann: James Bay Feasibility Study Results, page-8

  1. 1,411 Posts.
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    Think we are going to see a lot of this ( across the board cost increases) from all diggers and explorers as the latest quarterly updates roll in.
    Some projects will end up at the margin and will struggle to obtain finance at commercial rates . Time to stick with quality and those with strong balance sheets as the real inflation pressure is only just starting. Could be the landscape this time next year has a lot more "mothballed projects" who just could not get up ahead of the inflation wave.
 
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