I've not seen this price action for at least 12mths. It's inconceivable that the demand which is driving these prices falls away and prices fall as a consequence - no, we are seeing a pivot into restocking of higher quality product, however I don't expect this action to drive prices to previous heights. $1.5-$2k/t is where the 'western' cost curve is for sc6.
Chinese converters have had their fun and they need to focus on margins now.
I've not seen this price action for at least 12mths. It's...
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Last
23.5¢ |
Change
0.005(2.17%) |
Mkt cap ! $126.7M | |||
| Open | High | Low | Value | Volume |
| 23.0¢ | 24.5¢ | 22.8¢ | $622.0K | 2.613M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 8 | 216619 | 23.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 23.5¢ | 100000 | 1 |
View Market Depth
| Last trade - 16.10pm 26/06/2025 (20 minute delay) ? |
| PMT (ASX) Chart |