AKE 0.00% $9.83 allkem limited

The Japanese are marketing ORE's Li and you can bet your bottom...

  1. 2,041 Posts.
    The Japanese are marketing ORE's Li and you can bet your bottom dollar, based on transfer-pricing, JV purchasing formula and other creative means, ORE will not be getting anywhere near $10,000/T. Indeed it was only a few weeks ago ORE were talking about $6,000/T.

    The price on a few hundred tonnes is not the game, the real game is that ORE indicated that it would have reached nameplate (>1,400T/month) in Dec/Jan. This is what matters.
 
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