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Oh, and if there is a shortage of spod, there ought to be...

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niu

1,635 Posts.

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28/07/21

21:40

Post #: 54850739
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Originally posted by niu: ↑

There's a bit of ebb and flow in all of this. PLS are beneficiaries of a tight spodumene market but the balance of power can shift quickly from miner to processor. Through all phases of the market, ORE deal in processed product and are largely masters of their own destiny. Perhaps the GXY spod factor will allow a little more opportunity to take advantage of these swings.

A good twitter account if you get a chance to follow...

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Oh, and if there is a shortage of spod, there ought to be continued upward pressure on carbonate prices...

ORE Price at posting: $7.73 Sentiment: Buy Disclosure: Held
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0 Great analysis

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