AGY margin is 0% at the moment so market spot price of Li is a moot point (within reason obviously). Any deal brings in revenue that was previously non-existant, and I feel we have significant room for positive margin imo.
Also, if the product they produce is BG+ (+ being further customised to slot straight into OT partners processes) then you would imagine a premium over the broader Li price.
I do recall the PEA being based on a realistic (lower) price also - no time to confirm right now so this is from memory.
AGY margin is 0% at the moment so market spot price of Li is a...
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Last
3.7¢ |
Change
-0.001(2.63%) |
Mkt cap ! $53.86M | |||
| Open | High | Low | Value | Volume |
| 3.8¢ | 3.9¢ | 3.7¢ | $114.4K | 3.011M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 19 | 2414158 | 3.7¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 3.8¢ | 13152 | 1 |
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| Last trade - 16.10pm 18/10/2024 (20 minute delay) ? |
| AGY (ASX) Chart |