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*kiara*

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20/04/21

10:04

Post #: 52584788
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Originally posted by SF@HC: ↑

Spot the available lithium supply for next 18 months,

GXY has sold all Mt Catlin production for LOM, SDV ramping up from late 2022 and all going well, meaningful supply by end of 2023

ORE sold out until June 2022, and most of their product will be heading the Japanese conversion facility next year.

SQM just signed a 7 year offtake with an EU coy, which follows a 5 year contract with LG ES late last year

ALB/Tainqi - Greenbushes all heading to their respective conversion facilities.

ALB/MIN - Wodgina heading OZ conversion facility in August this year.

GFL/MIN - Mt Marion running close to nameplate, all shipped to GFL conversion facility.

PLS - Once plant 1 improvements complete, assume will be running at nameplate and sold out. Plant 2 might be available late this year, early next. POSCO JV, requires stage 2 plant 1 expansion, with POSCO taking all the expanded capacity.

LAC/GFL - ARG project ramping up late 2022 and all going well, meaningful supply by end of 2023

A very tight market for the next 3 years, as a result, Simon Moores from BMI has forecast that prices will keep rising for 2 to 3 years from here on in.

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He stole that forecast from me, just saying

PLS Price at posting: $1.33 Sentiment: Buy Disclosure: Held
6 Upvote

0 Great analysis

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(20min delay)
Last $3.24		Change -0.080(2.41%)		Mkt cap ! $9.781B

Open	High	Low	Value	Volume
$3.26	$3.32	$3.23	$71.49M	21.88M

Buyers (Bids)

No.	Vol.	Price($)
1	102	$3.56

Sellers (Offers)

Price($)	Vol.	No.
$2.99	21804	5

View Market Depth

No.	Vol.	Price($)
75	381189	3.230
46	329594	3.220
42	210410	3.210
143	536037	3.200
18	52462	3.190

Price($)	Vol.	No.
3.240	264390	43
3.250	209670	27
3.260	297630	23
3.270	342747	23
3.280	261191	23

Last trade - 15.59pm 14/06/2024 (20 minute delay)


Last $3.24			Change -0.080 ( 2.40 %)
Open	High		Low	Volume
$3.27	$3.32		$3.23	21533662
Last updated 15.59pm 14/06/2024 ?

PLS (ASX) Chart