They would need spare capacity. They could set up a platform or utilize PLS platform.
PLS have the luxury of having an entire plant that when ramped up to full capacity will produce 200kt of spod that isn’t allicated to off take. Do the sums on that at current auction prices. Cash cow status. I would think CXO will have to increase resource and build more capacity. PLS currently have a free run with no competition as the Wodgina plant when it ramps will be providing spod into it’s own conversion facilities.
Spodumene Price, page-520
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Last
9.6¢ |
Change
0.003(3.23%) |
Mkt cap ! $205.1M | |||
| Open | High | Low | Value | Volume |
| 9.5¢ | 10.0¢ | 9.5¢ | $1.953M | 19.99M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 12 | 786998 | 9.5¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 9.6¢ | 554921 | 1 |
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| Last trade - 16.10pm 09/08/2024 (20 minute delay) ? |
| CXO (ASX) Chart |