Below extract from the 203 annual report - pretty close to what you were saying, although I don't know where Chengxin comes from.
So I would assume for the 2024CY:
Ganfeng 310k
General 80k
Yibin 115k
Great Wall 20k
POSCO 155k maybe
Total 680k
Then for the 2025CY, I would expect the other Chinese companies' offtakes to not be renewed when they expire in December 2024.
Ganfeng 310k
POSCO 315k
Balance 200k (roughly with ramp up of P1000 being completed in June 2025) - spot/ new JV
Good News & Bad News, page-37620
-
- There are more pages in this discussion • 7,883 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 PLS (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
$3.00 |
Change
-0.080(2.60%) |
Mkt cap ! $9.032B | |||
| Open | High | Low | Value | Volume |
| $3.04 | $3.05 | $2.97 | $55.47M | 18.46M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 980 | $3.00 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $3.01 | 39640 | 5 |
View Market Depth
| Last trade - 16.10pm 28/08/2024 (20 minute delay) ? |
| PLS (ASX) Chart |