I think MS are probably right about a potential oversupply for a while, but not all the projects will get up and some high costs supply may still come off, so I am expecting subdued pricing to mid 25 around these current levels, +- 15%, and then a slow rise towards $20K/t.
On the takeover front , would prefer script over cash offer, but at a decent premium, so as to remain exposed to their assets and also take advantage of long term growth within a large miner.
Christopher
I think MS are probably right about a potential oversupply for a...
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Last
$8.22 |
Change
-0.010(0.12%) |
Mkt cap ! $2.835B | |||
| Open | High | Low | Value | Volume |
| $8.21 | $8.25 | $8.21 | $16.25M | 1.977M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 5 | 104150 | $8.20 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $8.23 | 9969 | 5 |
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| LTM (ASX) Chart |