NRZ 0.00% 0.5¢ neurizer ltd

As much as we have been talking to expectations around the...

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    As much as we have been talking to expectations around the impending offtake agreements..going back over the PFS i was reimnded just how attractive a takeover/buy out of LCK would be to some of the large nationals and multi-nationals around. At $109 p/t imports and competing local production as P.OM mentioned are just not competitive! And if we are importing circa 1.6M tonnes p/a LCK could supply (@ 1M tonnes p/a [roduction) almost 2/3rds of the domestic demand. If you cant beat your competitor perhaps you have to buy them out....? IMHO Offtakes may not be the only conversations currently...anyones guess!
    https://hotcopper.com.au/data/attachments/2896/2896529-7f36f01c7333fe7ef0690d96b12f2d9b.jpg
    Last edited by daytrader01: 11/02/21
 
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