Another point that KB highlighted. The existing off take customers were accepting of pricing the existing off take contracts to better reflect the current pricing discovery. BMX masterstroke.
In short, my view, customers know supply is critical, PLS is a reliable supplier of large amounts and they want to continue the relationship after contract expiration as they well know it’s a circus out there in regards to supply expansion.
Stand by for Moron and mob updating projected long term spod price projections.
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50 | 157222 | 3.050 |
9 | 32502 | 3.040 |
15 | 74596 | 3.030 |
14 | 32496 | 3.020 |
Price($) | Vol. | No. |
---|---|---|
3.090 | 400231 | 3 |
3.110 | 17026 | 2 |
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