Ken the great said: "off-take (price) is also going to be a lot higher than that ($1100/ton). It's that simple. "
Remember how our clients, as well as AJM's, respected the off-take agreements in 2018-2020? The off-take price setting mechanism is always negotiable. Only this time we are driving a hard bargain.
Next time when anyone says "PLS won't benefit so much from the rising price because much of its production is bound for off-takes", we just laugh, and look at them with pity...
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$2.58 |
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Price($) | Vol. | No. |
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18 | 443095 | 2.560 |
35 | 296442 | 2.550 |
6 | 222082 | 2.540 |
3 | 3195 | 2.530 |
Price($) | Vol. | No. |
---|---|---|
2.590 | 6931 | 2 |
2.600 | 310620 | 5 |
2.610 | 644789 | 12 |
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