JL latest podcast with Peter Hannah of Benchmarks is worth a listen as they discuss this topic.
He talks about contracts being renegotiated mid contract and most contracts being re negotiated based on spot or at most a few percentage points below spot. Spot being calculated in arrears (3months). So I am more optimistic ( that CXO sale price will be close to spot) based on views of people that are speaking with the supply and demand side daily.
my 2 cents only
JL latest podcast with Peter Hannah of Benchmarks is worth a...
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Last
9.1¢ |
Change
-0.002(2.15%) |
Mkt cap ! $194.4M | |||
| Open | High | Low | Value | Volume |
| 9.2¢ | 9.5¢ | 8.9¢ | $1.048M | 11.44M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 5 | 291805 | 9.1¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 9.2¢ | 292171 | 5 |
View Market Depth
| Last trade - 16.10pm 01/07/2024 (20 minute delay) ? |
| CXO (ASX) Chart |