Crackpot
I wouldn't worry about what the spot price is doing now. Spot for CC isn't like that for iron ore with very limited volumes getting traded on spot. Quarterly prices still at $143 which is still a healthy margin if their cost forecast are right or if they can drop their costs with an improving yield and upping the ash content a few points.
longer term forecast still very bullish for HCC. all I can say is its a great time to be in the study phase rather than a producer. IMO aya is positioning itself to be at the front of the queue when the market turns with some of the lowest CAPEX / OPEX numbers amongst all its peers including ATU and no permitting issues
Crackpot I wouldn't worry about what the spot price is doing...
-
- There are more pages in this discussion • 3 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add AYA (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
29.5¢ |
Change
0.020(7.27%) |
Mkt cap ! $23.21M | |||
| Open | High | Low | Value | Volume |
| 31.5¢ | 31.5¢ | 29.5¢ | $6.776K | 22.08K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 50000 | 28.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 29.0¢ | 1400 | 1 |
View Market Depth
| Last trade - 15.12pm 05/09/2024 (20 minute delay) ? |
| AYA (ASX) Chart |