Similar Dec qtr price guidance confirms pls' contracted price is close to Ake's spot prices for sc6.
Given the upward momentum in pls' auction prices and increasing availability of material destined for the auction platform with Ngungaju plant ramping up, one would expect Pls to receive a higher average price for the March Qtr 22 vs Ake. Difference will depend on quantity of auctioned sc6 but should be fairly substantial if recent trend is anything to go by.
Certainly seems to be getting priced in with the valuations of respective companies starting to diverge in recent times.
Aimo
Good News & Bad News, page-7116
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Last
$2.75 |
Change
-0.090(3.17%) |
Mkt cap ! $8.279B | |||
| Open | High | Low | Value | Volume |
| $2.83 | $2.83 | $2.74 | $55.00M | 19.77M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 28 | 281921 | $2.75 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $2.77 | 221281 | 8 |
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| Last trade - 16.10pm 03/09/2024 (20 minute delay) ? |
| PLS (ASX) Chart |