Just last year, the pricing forecasts looked like this:These...

  1. 14,697 Posts.
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    Just last year, the pricing forecasts looked like this:

    https://hotcopper.com.au/data/attachments/3870/3870022-55f3b7631631cebe182ca78ce3079c61.jpg

    https://hotcopper.com.au/data/attachments/3870/3870027-aac131b480d0372b8755eb36c51bc8a9.jpg



    These days, they look a bit more like this:

    https://hotcopper.com.au/data/attachments/3870/3870031-a249e0053137dd40a6b792e7f0896483.jpg



    Ummm...yeah, the forecasts have basically doubled.

    IMO they will probably be revised upwards again as the supply shortfall hits home.... We already know that some current SC6 "contract" prices are exceeding these levels by a decent amount.


    Let that sink in wrt to NPV, IRR, ROI etc etc


    DYOR!
 
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