I agree with you that over the next 2 years a producing OZ spod mine is in the box seat.
I would say the relationship between PLS and some powerful customers along the customer chain has soured considerably after AJM spod supply to them was cut off.
This is a risk for PLS.
MIN can scale up at any time.
Spodumene Prices, page-77
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Last
$2.90 |
Change
0.020(0.69%) |
Mkt cap ! $8.732B | |||
| Open | High | Low | Value | Volume |
| $2.86 | $2.94 | $2.80 | $102.1M | 35.55M |
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| No. | Vol. | Price($) |
|---|---|---|
| 3 | 314863 | $2.88 |
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| Price($) | Vol. | No. |
|---|---|---|
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