I was merely replying to your post regarding Oz spod producers working together. My view, they all should of went into C&M, leaving their spod in the ground, instead of giving it away, and more importantly, at a loss.
I didn't mention pricing, and have no idea what prices either company is receiving, but thanks for my Sunday entertainment, "Ganfeng BOD reading PLS HC IMO" cracked a rib laughing.
And as you mentioned Ganfeng, care to consider how much capital they have deployed in projects around the would over the past 2 or so years, not to mention their own expansion. Seems to me, risk has been transferred from Ganfeng's balance sheet to AJM & PLS, should send them DSO for the prices being paid for spod atm.
I do hope you are okay mate? .
Lithium & The Future, page-7634
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Last
0.3¢ |
Change
0.001(20.0%) |
Mkt cap ! $18.53M | |||
| Open | High | Low | Value | Volume |
| 0.3¢ | 0.3¢ | 0.3¢ | $3.621K | 1.257M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 121 | 181496973 | 0.2¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 0.3¢ | 20055545 | 43 |
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