Hi pd, not sure why you think I am trying to make anyone nervous, perhaps I am here to be educated on how RNU will be profitable/competitive on world market.
Anyway, interested in where you got your current pricing from. Would you concur on that basis of your cost numbers , if one used a figure in the range of $2000to $2300 for SP then RNU would struggle to even break even, likely run at a loss? And that’s before any inflationary impacts or financing costs.
Anyway here are the Fastmarket figures for current selling prices FOB China , they seem significantly below your numbers, perhaps we can add a small premium for Europe?
Looks like they may struggle to be competitive at these prices? Be interesting what numbers appear in their updated BAM study when it comes out.
https://www.fastmarkets.com/insights/chinas-flake-spherical-graphite-prices-fall-further-european-flake-market-rises
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Last
7.2¢ |
Change
0.001(1.41%) |
Mkt cap ! $183.0M | |||
| Open | High | Low | Value | Volume |
| 7.1¢ | 7.3¢ | 7.1¢ | $330.0K | 4.607M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 14 | 1037696 | 7.1¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 7.2¢ | 640307 | 1 |
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| RNU (ASX) Chart |