SDL sundance resources limited

ev resource implie value, page-3

  1. 6,979 Posts.
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    Yes Wanomad, the Chinese are using a "low" in the cycle opportunistically and simplistically. Remembering that the business model for SDL is based on $68 US per ton long term IO price. The Chinese are using a seasonal dip when we all know that production wont be for 3-4 years. At that point, if prices drop the way they say, being the price leader at $22 US OPX, they will be the key player.

    Despite the Chinese reputation for haggling, this goes beyond the pale. PRC need to listen up and fix this. Bring in a mill and try and save what face is left.

 
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