I guess you haven't listened to the Alex Cheesman podcast with Joe Lowry.
The interesting bit re pricing is in the last 5 mins when Joe asked Alex did he have anything to add.
Clearly he did Altura spod price.
The Chinese import price quoted for Altura spod was not the full price paid by Ganfeng from memory 60% came later.
He also made a comment on PLS "marketing" re PLS comments around AJM spod price.
The inference being PLS had got it wrong.
KB has pointed the finger at Ganfeng as a company not to be trusted, humiliating them on the world stage plus disrupting their supply chain.
The company that supplies Tesla, BMW VW, LG Energy, CATL.
I understand that you may think PLS came in after receivership as per media reports, however the timing makes this impossible to be true.
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2 | 41400 | 2.920 |
1 | 34364 | 2.910 |
1 | 76734 | 2.890 |
2 | 82234 | 2.880 |
Price($) | Vol. | No. |
---|---|---|
2.950 | 114681 | 13 |
2.960 | 120206 | 9 |
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