I’m beginning to think that all the spod talk has been smoke and mirrors and that it’s going to need much higher BG LCE demand for these spod ops to be viable.
Seems they can’t compete with brines low production costs when companies such as AGY can produce a product that’s very close to going straight into the battery rather than spending a bomb on further benefication.
The more I look at AGY the more it looks a standout Li opportunity, but the current market liquidators just keep chucking AGY stock to the wind.
d.
Hot off the press - AGY related media, page-1232
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Last
13.0¢ |
Change
0.005(4.00%) |
Mkt cap ! $182.5M | |||
| Open | High | Low | Value | Volume |
| 13.0¢ | 13.5¢ | 12.8¢ | $90.80K | 698.6K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 11 | 87551 | 13.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 13.5¢ | 854697 | 30 |
View Market Depth
| Last trade - 13.55pm 21/05/2024 (20 minute delay) ? |
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Last
13.5¢ |
Change
0.005 ( 5.88 %) |
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| Open | High | Low | Volume | ||
| 13.0¢ | 13.5¢ | 12.8¢ | 441059 | ||
| Last updated 14.18pm 21/05/2024 ? | |||||
| AGY (ASX) Chart |