You are pretty much right on the pricing. They are quoting $2500 T CIF SC6 equivalent for this coming March qtr.
They shipped SC 5.7 Dec Qtr hence pricing was $1594 T against guidance $1650 - $1800 T for SC6 equivalent. Dec Qtr.
To be honest as a GXY holder converted to ORE/AKE the brine quality from stage 1 Olaroz is not quite there yet, however keep in mind they have the NARAH hydroxide plant which is partly to pick up this and value add. Commissioning commences this Qtr.
Lots of assets / stages to bring on line, lots of capex.
Personally I think you have pretty good investment here!
AKE not cheap at the moment IMO
At the right price after a retrace could be a good diversification. Certainly not financial advice
You are pretty much right on the pricing. They are quoting $2500...
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