bcjk3 Much appreciated, nice work
What you put forward makes sense, and agree, at this point it's only speculation.
From a supply/demand perspective, I'm quite relaxed with those funnymentals through end of 2024. If our ramblings comes close to being reality, we see another ~650kt of spod removed from market, so expansion plans shift product mix to hydroxide supply, which ex-China, didn't fall below $10kpt in downturn over past 3 years (now at $13.5kpt), though still a great margin at $10kpt, lowering risk, enabling healthy profit through the whole price cycle.
AIMO, DYOR
Good News & Bad News, page-610
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Last
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Mkt cap ! $12.21B | |||
| Open | High | Low | Value | Volume |
| $4.07 | $4.20 | $4.01 | $110.4M | 27.01M |
Buyers (Bids)
| No. | Vol. | Price($) |
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| 4 | 74237 | $4.05 |
Sellers (Offers)
| Price($) | Vol. | No. |
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| $4.06 | 158100 | 7 |
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| Last trade - 16.10pm 30/04/2024 (20 minute delay) ? |
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Last
$4.03 |
Change
0.100 ( 2.22 %) |
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| $4.08 | $4.20 | $4.01 | 5863342 | ||
| Last updated 16.00pm 30/04/2024 ? | |||||
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