..even the most glass half fulled investors must see that any rise in the stock price needs to be accompanied first by a de-risk of funding aspect and commissioning/production.
..and it would need to update its financial model with latest cost and price inputs to provide a more realistic projection of its Project NPV based on new production plans. Its current DFS has a NPV of $4.2B based on a US$1400/t price, this gives a price of circa $1.75; we will know soon how much this would be downgraded when the new model is completed.
..so we can't get ahead of ourselves expecting a re-rate back to $3 until we can get past the above hurdles. And as we know, the macro landscape for EV market has changed quite significantly (see my earlier posts).
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Last
$1.34 |
Change
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Mkt cap ! $3.285B |
Open | High | Low | Value | Volume |
$1.35 | $1.35 | $1.33 | $1.856M | 1.382M |
Buyers (Bids)
No. | Vol. | Price($) |
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35 | 83669 | $1.33 |
Sellers (Offers)
Price($) | Vol. | No. |
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$1.34 | 13238 | 15 |
View Market Depth
No. | Vol. | Price($) |
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32 | 77756 | 1.330 |
7 | 67970 | 1.325 |
14 | 137599 | 1.320 |
11 | 132289 | 1.315 |
9 | 416066 | 1.310 |
Price($) | Vol. | No. |
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1.335 | 14379 | 14 |
1.340 | 100127 | 19 |
1.345 | 41501 | 9 |
1.350 | 65007 | 13 |
1.355 | 31667 | 9 |
Last trade - 10.44am 30/05/2024 (20 minute delay) ? |
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Last
$1.33 |
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Change
-0.020 ( 1.71 %) |
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Open | High | Low | Volume | ||
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Last updated 11.04am 30/05/2024 ? |
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