“forecast made in September 2020”
In latest presentation LPD is using $12900/t based on BM Q1 2020 forecast.
RK Equity at the recent Las Vegas conference suggested $13800/t was fair value for long term contracts.
Recent reading now suggests $14500/t is fair value.
Spot prices are around $30,000/t for OH and CO3.
There is a very small percentage, 3% in cost I think in an EV, so OEMs can absorb higher pricing. However the higher the price goes the more attractive alternatives become, sodium just one example.
Regards
Lithium Related News, page-2956
Add LPD (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
0.2¢ |
Change
0.000(0.00%) |
Mkt cap ! $17.17M | |||
| Open | High | Low | Value | Volume |
| 0.2¢ | 0.2¢ | 0.2¢ | $15.90K | 7.954M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 122 | 261019390 | 0.1¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 0.2¢ | 24211652 | 2 |
View Market Depth
| Last trade - 16.10pm 09/09/2024 (20 minute delay) ? |
| LPD (ASX) Chart |