If Ganfeng believed there would be an ongoing supply shortage over the term of the new offtake extensions then they would not enter those contract extensions and expansions - they’d just buy on spot basis …. But, seems to me that they don’t see an ongoing supply surplus and this are locking up access to quality spod now. I wonder what that might mean in terms of actual supply vs the supply you are being “told”?
Please also show me where contract offtake prices got to the $8400/dmt USD you have stated. I don’t think they did did they? Certainly a single spot supply cargo did … but that wasn’t contact pricing was it … maybe select stats which are applicable.
- Forums
- ASX - By Stock
- Lithium Related Media Articles
If Ganfeng believed there would be an ongoing supply shortage...
-
- There are more pages in this discussion • 3,454 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add LTR (ASX) to my watchlist
|
|||||
Last
96.8¢ |
Change
0.003(0.26%) |
Mkt cap ! $2.400B |
Open | High | Low | Value | Volume |
98.0¢ | $1.01 | 96.5¢ | $9.169M | 9.285M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
36 | 366112 | 96.5¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
97.0¢ | 208218 | 47 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
33 | 378168 | 0.965 |
36 | 616100 | 0.960 |
15 | 415262 | 0.955 |
16 | 319881 | 0.950 |
7 | 615053 | 0.945 |
Price($) | Vol. | No. |
---|---|---|
0.970 | 229442 | 48 |
0.975 | 191557 | 20 |
0.980 | 225791 | 20 |
0.985 | 281132 | 18 |
0.990 | 119601 | 16 |
Last trade - 13.33pm 29/07/2024 (20 minute delay) ? |
Featured News
LTR (ASX) Chart |