AGY 5.00% 8.4¢ argosy minerals limited

Ann: Li2CO3 Spot Sales Contract Executed With Korean Customer, page-48

  1. 13,763 Posts.
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    “Either way, we’ll find out the price in October with the Q3 cash flow report.”

    Puna Mining is not obliged to report their financials like AGY is.
    This pricing/revenue detail will not be apparent in the qtrly cash flow report afaik.

    afaict we will only find out if AGY chooses to disclose it. They might not, and that might indeed be at the direction of the customer.
    Btw, iirc companies like GXY and ORE did not ever reveal who all their customers were; it appears to be quite a “secretive” industry in that regard.

    imo it makes little difference what the price was; get the product into customers’ hands and work towards longer-term offtake. Simple.
    10% higher/lower than reference pricing xyz is irrelevant at that volume, and considering the position we are in wrt building a customer base, imo.
 
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