Expecting AISC to be at least down around $1000US /T and I'm thinking just below, and overall around the break even mark when it comes to selling our spod.
Breakeven is a constantly moving target unfortunately, as long as Spodumene prices continue to fall cost cutting has to match it, becoming a real arm wrestle. As it stands we get around $US150-200t less than the SMM spot price which takes it down to around $US800t/ $A1192t so that is the current breakeven requirement as we move into the Sept quarter, certainly achievable but not a lot of margin to work with.
Cheers Whisky
General Discussion Topics, page-141437
-
- There are more pages in this discussion • 1,095 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 SYA (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
2.4¢ |
Change
-0.001(4.00%) |
Mkt cap ! $247.0M | |||
| Open | High | Low | Value | Volume |
| 2.5¢ | 2.6¢ | 2.4¢ | $637.1K | 25.94M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 15 | 2474228 | 2.4¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 2.5¢ | 8192223 | 27 |
View Market Depth
| Last trade - 16.10pm 15/08/2024 (20 minute delay) ? |
| SYA (ASX) Chart |