Hi PLSers, please correct me if I‘m wrong, if this deal with Polaris and LG Chem goes ahead, our 5MTpa mine will be completely sold out, and possibly a shortfall.
5Mtpa = 800,000T Chemical Gade Sodumene:
- Ganfeng 160,000T Stage 1 + 150,000T max Stage 2
- General Lithium 140,000T Stage 1
- GWM 150,000T max Stage 2
- Polaris/LG Chem 30,000T plant = 240,000T spod from PLS.
Total potential offtake agreement = 840,000T Chemical Grade Spodumene.
PLS will need to expand again to meet demand!!
I can‘t believe SP went backwards after this news, I don‘t think it‘ll be long before SP retest the all time high price again.
DYOR.
Frank.
- Forums
- ASX - By Stock
- Ann: MOU for South Korean Downstream Processing Facility
Hi PLSers, please correct me if I‘m wrong, if this deal with...
-
- There are more pages in this discussion • 9 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
LU7
Discover the strong preliminary feasibility of the Bécancour Lithium Refinery, showcasing resilience in a low pricing environment and a strategic plan to capitalize on future price recoveries
Add PLS (ASX) to my watchlist
(20min delay)
|
|||||
Last
$3.10 |
Change
-0.055(1.75%) |
Mkt cap ! $9.215B |
Open | High | Low | Value | Volume |
$3.13 | $3.15 | $3.02 | $41.74M | 13.58M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
33 | 83942 | $3.09 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$3.10 | 103589 | 41 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
28 | 64422 | 3.090 |
36 | 214608 | 3.080 |
25 | 209328 | 3.070 |
22 | 205774 | 3.060 |
24 | 181503 | 3.050 |
Price($) | Vol. | No. |
---|---|---|
3.100 | 147159 | 45 |
3.110 | 348788 | 31 |
3.120 | 274981 | 20 |
3.130 | 69989 | 13 |
3.140 | 50478 | 11 |
Last trade - 13.11pm 04/10/2024 (20 minute delay) ? |
Featured News
PLS (ASX) Chart |