Sure, I’ll clarify for you. AGY’s latest estimate of US$7500 OPEX per tonne is their best guess, and nothing more. In all likelihood it will probably be just another overly optimistic missed target.
On the other hand, AKE’s achievement of US$6088 per tonne OPEX is a tangible amount, it actually happened. The point is that there’s currently only US$423 difference in the spot price of tech vs battery grade. If Arcadium can maintain a US$500 lower OPEX, which they probably can based on scale alone, it makes for a more profitable operation.
Hope that clears things up.
- Forums
- ASX - By Stock
- Ann: Rincon Lithium Project - Progress Update
Sure, I’ll clarify for you. AGY’s latest estimate of US$7500...
- There are more pages in this discussion • 130 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
Add AGY (ASX) to my watchlist
(20min delay)
|
|||||
Last
12.0¢ |
Change
-0.005(4.00%) |
Mkt cap ! $168.5M |
Open | High | Low | Value | Volume |
12.5¢ | 13.0¢ | 12.0¢ | $235.2K | 1.876M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
29 | 956840 | 12.0¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
12.5¢ | 19944 | 2 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
27 | 876840 | 0.120 |
12 | 539478 | 0.115 |
11 | 644049 | 0.110 |
9 | 1154619 | 0.105 |
19 | 1490206 | 0.100 |
Price($) | Vol. | No. |
---|---|---|
0.125 | 19944 | 2 |
0.130 | 502781 | 8 |
0.135 | 530128 | 14 |
0.140 | 807683 | 11 |
0.145 | 507650 | 9 |
Last trade - 16.10pm 03/05/2024 (20 minute delay) ? |
|
|||||
Last
12.5¢ |
  |
Change
-0.005 ( 0.00 %) |
|||
Open | High | Low | Volume | ||
12.8¢ | 12.8¢ | 12.3¢ | 1090017 | ||
Last updated 16.00pm 03/05/2024 ? |
Featured News
AGY (ASX) Chart |