"But , your take on these two mines are negative in the whole narrative" - No its actually a positive from a supply/ demand perspective, which for example, BMI address same in their supply/demand chart, the chart PLS used in the most recent preso from last week, i.e. existing producer production starts to flat line in 2028 through 2031 and slowly taper off, hence the widening of the supply gap thereafter, once again, that's good news.
I believe PLS will be about 25% through their resource by end of decade at P1500.
Good News & Bad News, page-33260
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Last
$2.97 |
Change
0.060(2.06%) |
Mkt cap ! $8.942B | |||
| Open | High | Low | Value | Volume |
| $2.96 | $3.02 | $2.93 | $100.8M | 33.97M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 4 | 716181 | $2.97 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $2.98 | 235000 | 1 |
View Market Depth
| Last trade - 16.10pm 30/08/2024 (20 minute delay) ? |
| PLS (ASX) Chart |