Once again a great analysis Chuxa, you're in deep. A bit of hope that the -30% scenario is probably already planned for the FID (at least for the Li LOM Price, inflation is a different matter. But I'm hoping for planned reserves there, too). There is a plateau at the Li spot price at 87k yuan, which could serve as a strong hedge. The Chinese of course want to crush up-and-coming mines like EMH, but now they also have to start thinking about their profitability (they are not profitable themselves at the moment)
Not Gunna Be Enough Lithium, page-2042
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Last
29.0¢ |
Change
-0.015(4.92%) |
Mkt cap ! $60.15M | |||
| Open | High | Low | Value | Volume |
| 29.0¢ | 29.0¢ | 27.5¢ | $13.07K | 46.13K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 96065 | 27.5¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 29.0¢ | 62446 | 2 |
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| Last trade - 16.10pm 05/07/2024 (20 minute delay) ? |
| EMH (ASX) Chart |