We are not going back to historical pricing IMO, and many of the real sector analysts. Cost curve is a big factor in where prices will settle and all the high cost curve projects will be required to meet this perpetual supply deficit. Remember, the high cost curve projects will need to have a business case also so plug that in and it’s well north of historical. The real beneficiaries of this are the Tier 1 assets like PLS who will be churning out huge volumes of lower cost curve product and also have downstream involvement to improve margin. Best of luck.
PLS chart, page-6867
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Last
$2.89 |
Change
0.040(1.40%) |
Mkt cap ! $8.703B | |||
| Open | High | Low | Value | Volume |
| $2.78 | $2.89 | $2.78 | $29.90M | 10.51M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 39193 | $2.88 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $2.89 | 73947 | 7 |
View Market Depth
| Last trade - 16.10pm 01/11/2024 (20 minute delay) ? |
| PLS (ASX) Chart |