Thanks for making that post. It's a good compilation. The source doesn't provide much further information. It doesn't provide concentrate grade. I will correct that they were plant capacity figures, not forecasted 2024 production. We don't know what the actual throughputs are or whether they are still producing as of July 2024. I think it's probably safe to assume that they are still producing, and that the Chinese will overcome any hurdles.
I will also argue that the difference between your research and those figures is probably not important. An important point is that there doesn't appear to be any other significant output from Africa that isn't coming from one of these three mines.
Bikita is 113 million tonnes at 1.03% Li20.
https://news.metal.com/newscontent/102691123/cmoc-updates-resource-reserves-at-bikita-lithium-mine
Whether they will be able to keep expanding or how long they can move the price needle for, I have no idea!
- Forums
- ASX - By Stock
- Good News & Bad News
Thanks for making that post. It's a good compilation. The source...
-
- There are more pages in this discussion • 2,861 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add PLS (ASX) to my watchlist
(20min delay)
|
|||||
Last
$2.73 |
Change
0.035(1.30%) |
Mkt cap ! $8.236B |
Open | High | Low | Value | Volume |
$2.72 | $2.76 | $2.70 | $30.55M | 11.20M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
87 | 364312 | $2.72 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$2.73 | 127669 | 56 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
83 | 338775 | 2.720 |
29 | 387192 | 2.710 |
70 | 980150 | 2.700 |
31 | 244124 | 2.690 |
28 | 279031 | 2.680 |
Price($) | Vol. | No. |
---|---|---|
2.730 | 145310 | 57 |
2.740 | 283795 | 47 |
2.750 | 428490 | 35 |
2.760 | 232209 | 30 |
2.770 | 225368 | 27 |
Last trade - 12.50pm 17/10/2024 (20 minute delay) ? |
Featured News
PLS (ASX) Chart |
The Watchlist
JBY
JAMES BAY MINERALS LIMITED
Andrew Dornan, Executive Director
Andrew Dornan
Executive Director
Previous Video
Next Video
SPONSORED BY The Market Online