If the domestic gas policy changes in favour of a LNG export from onshore I doubt Ellison will have enough fire power to compete. IMO if suitors do come a knocking the door will open to Santos, Woodside and other global O&G players.
In addition for MIN the lithium market looks to be a slippery slope for the next two to three years based on the current supply and pricing forecast which may impact MIN's ability to be too aggressive. Gina can handle it however she will not have it her own way this time IMO.
If the domestic gas policy changes in favour of a LNG export...
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Last
22.8¢ |
Change
-0.003(1.09%) |
Mkt cap ! $651.1M | |||
| Open | High | Low | Value | Volume |
| 23.0¢ | 23.3¢ | 22.5¢ | $574.1K | 2.507M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 63 | 783065 | 22.5¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 23.0¢ | 1045155 | 98 |
View Market Depth
| Last trade - 15.11pm 02/05/2024 (20 minute delay) ? |
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Last
22.8¢ |
Change
-0.003 ( 1.09 %) |
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| Open | High | Low | Volume | ||
| 23.0¢ | 23.0¢ | 22.5¢ | 1235657 | ||
| Last updated 15.28pm 02/05/2024 ? | |||||
| STX (ASX) Chart |