Some of the info we’ve been asking for:
- Offtake not very commercial without third party ores (large trader / offtaker discounts)
- Dubbo ores need blending with ores from other projects to meet specs of key end-buyers.
- As a result, project on its own cannot meet the needs of a Hyundai and very difficult to obtain large pre-offtake / financing commitments
- Koreans very keen but struggling to pull together the needed commitments. KORES doesn’t have the balance sheet on its own
- Even if successful, transfer pricing an
issue as the economics will accrue mostly to the Koreans/traders/blenders
^ Not overly surprising, however it remains scuttlebutt from Diggers and ASM need to provide full disclosure ASAP to shareholders to alleviate any doubts
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Last
78.0¢ |
Change
-0.025(3.11%) |
Mkt cap ! $141.2M |
Open | High | Low | Value | Volume |
80.5¢ | 81.0¢ | 77.5¢ | $427.1K | 536.9K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
2 | 2053 | 78.0¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
80.0¢ | 10000 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 2000 | 0.780 |
1 | 10000 | 0.775 |
1 | 17270 | 0.770 |
1 | 1290 | 0.765 |
2 | 2367 | 0.760 |
Price($) | Vol. | No. |
---|---|---|
0.800 | 10000 | 1 |
0.815 | 31443 | 1 |
0.820 | 55383 | 3 |
0.835 | 1197 | 1 |
0.860 | 2208 | 2 |
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