AKE allkem limited
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The guy from Stifel who was interviewed says that in the last...

  1. Stephan90
    4,105 Posts.
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    15/09/23
    21:30
    Post #: 69880927
    The guy from Stifel who was interviewed says that in the last weeks import prices for lithium imports into China were between 30K - 35K USD per ton. That's 5K - 10K higher than the spot price in China. So the price for Allkem must be higher than the spot price right now.

    Video - BNN (bnnbloomberg.ca)
    AKE Price at posting: $12.84 Sentiment: Buy Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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