@squash
PFS numbers: in $US per pound: nickel 8.84 cobalt 41.63
todays numbers: nickel 7.02 cobalt: 12.84
I get with a sulphate premium, the nickel price matches the PFS price. Still seems to me like we'd need cobalt to triple, or nickel to go up another 2 or 3 dollars to get us "in the realm of PFS numbers". This doesn't account for what you call "adjust for currency. I assume you mean the lowering of the value of the aud to the USD in the time since the PFS, which has been about 3-4 cents I believe. Can you explain the math you use for this adjustment. My own interpretation renders this adjustment relatively minor, certainly not enough to negate a 70% drop in cobalt price, but I'd like to understand how you compute it.
@squashPFS numbers: in $US per pound: nickel 8.84 cobalt...
-
- There are more pages in this discussion • 3,602 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add ARL (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
50.0¢ |
Change
-0.010(1.96%) |
Mkt cap ! $100.7M | |||
| Open | High | Low | Value | Volume |
| 52.0¢ | 52.0¢ | 50.0¢ | $34.27K | 67.66K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 78649 | 50.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 52.0¢ | 38974 | 2 |
View Market Depth
| Last trade - 16.10pm 20/06/2024 (20 minute delay) ? |
| ARL (ASX) Chart |