Mongy, I agree with the thrust of your post. It's why KNL management are targeting the non-Chinese current buyers (as opposed to maybe future buyers), and it's why the feedback from a number of people (both in an out of KNL) is that buyers are wanting to secure supply outside of China.
However, the MNS announcement due tomorrow or Wed morning may very well turn all that orthodoxy upside down, and I suspect that is what a lot of the traders and short termers are in the space for. i.e. the disruptive event that might kick-start a rush to secure supply in readiness for an explosive jump in demand from it's present 1.1m ktpa global to something perhaps over 2m ktpa and rising.
I think there are a lot of people with bated breath.
- Forums
- ASX - By Stock
- EGR
- Chinese demand
Chinese demand, page-2
-
- There are more pages in this discussion • 1 more message 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 EGR (ASX) to my watchlist
(20min delay)
|
|||||
Last
9.9¢ |
Change
0.003(3.13%) |
Mkt cap ! $44.94M |
Open | High | Low | Value | Volume |
10.0¢ | 10.0¢ | 9.9¢ | $9.923K | 99.30K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
3 | 299999 | 9.6¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
10.0¢ | 23736 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
3 | 299999 | 0.096 |
3 | 62000 | 0.095 |
2 | 10470 | 0.094 |
1 | 14000 | 0.092 |
1 | 120000 | 0.081 |
Price($) | Vol. | No. |
---|---|---|
0.100 | 23736 | 1 |
0.105 | 11000 | 2 |
0.110 | 78499 | 5 |
0.115 | 27500 | 3 |
0.120 | 102079 | 2 |
Last trade - 15.40pm 09/08/2024 (20 minute delay) ? |
Featured News
EGR (ASX) Chart |