Ann: Trading Halt, page-197

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LD99

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14/06/24

09:37

Post #: 74310414
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Originally posted by dtab: ↑

dude just think about the sweetheart deal a crappy project like FL's PAK got with Mitsubishi with lithium prices in the crater.

Everyone knows spod prices are forecast to be significantly higher towards end of decade.

Everyone knows viable uncommitted large-scale North American spod projects are rare.

Everyone knows the scale of battery plant investments that have already been made or are committed and planned, particularly in Quebec and Ontario, and the (imo) ridiculous subsidies and tax credits given to these parties.

Everyone knows they would prefer local, high ESG spod supply.

Everyone knows there is a geopolitical premium for Japanese and Koreans to diversify away from China.

So ability to fund WR1 into production (esp with the low capital intensity required due to Renard) isn't about what China has temporarily done to spot and futures pricing in the short term. (That they have done it, though, means fewer projects coming online and a healthier pricing environment in the medium term.)

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"Everyone knows" is a wild way to say "I think"

WR1 Price at posting: 96.5¢ Sentiment: None Disclosure: Not Held
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(20min delay)
Last 13.0¢		Change -0.010(7.14%)		Mkt cap ! $31.70M

Open	High	Low	Value	Volume
13.0¢	14.0¢	12.0¢	$172.9K	1.325M

Buyers (Bids)

No.	Vol.	Price($)
5	910739	13.0¢

Sellers (Offers)

Price($)	Vol.	No.
13.5¢	58556	5

View Market Depth

No.	Vol.	Price($)
5	910739	0.130
5	441122	0.125
5	207954	0.120
6	154056	0.115
3	100109	0.110

Price($)	Vol.	No.
0.135	58556	5
0.140	264795	5
0.145	76888	3
0.150	70166	2
0.155	78072	3

Last trade - 13.45pm 17/06/2025 (20 minute delay)

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Ann: Trading Halt, page-197

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