HI @dfs1
A few China contracts are up for renewal late 2024.
All Chinese contracts with the exception of Ganfeng ( 160ktpa ) expire at the end of CY 2024.
IMO , General Lithium, Great Wall Motor Co. and Yibin Tianyi will be joined by a few other potential customers in a bidding war to secure the limited volume of available Spod come contract expiry.
Management have done and continue to match a spread of offtake volumes against production ramp in a clever way.
Cheers
HI @dfs1A few China contracts are up for renewal late 2024. All...
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Last
$4.15 |
Change
0.090(2.22%) |
Mkt cap ! $12.47B | |||
| Open | High | Low | Value | Volume |
| $4.13 | $4.18 | $4.11 | $46.88M | 11.31M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 64 | 166461 | $4.14 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $4.15 | 47261 | 31 |
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| Last trade - 12.32pm 03/05/2024 (20 minute delay) ? |
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Last
$4.14 |
Change
0.090 ( 2.21 %) |
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| Open | High | Low | Volume | ||
| $4.12 | $4.18 | $4.12 | 2229761 | ||
| Last updated 12.52pm 03/05/2024 ? | |||||
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