Yes, conservatively I think $150M npat for FY24. All the producers say that lithium prices will pick up this half though with restocking.
The Chinese are playing silly games it seems. Spod falls to US$3,500/t when they destock and rise to $5,500/t when they restock. If they kept healthy inventory levels we'll continuously get US$4,500/t it seems.
We were unfortunate with the 2 Yahua shipments with the true-up (a true-up calc was never mentioned anywhere). We received as much as US$5,111/t for the spod, but after the true-up at shipment time, we'll be getting an average of $3,300/t. So timing is everything.
Class action, page-30
-
- There are more pages in this discussion • 17 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add CXO (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
10.0¢ |
Change
0.000(0.00%) |
Mkt cap ! $214.3M | |||
| Open | High | Low | Value | Volume |
| 10.0¢ | 11.0¢ | 10.0¢ | $1.502M | 14.37M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 78 | 5970714 | 10.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 10.5¢ | 250000 | 2 |
View Market Depth
| Last trade - 16.10pm 27/09/2024 (20 minute delay) ? |
| CXO (ASX) Chart |