Something else of interest but its been boring me for a while...
AJM have come out with a study to sell 215 ktpa of concentrate with an opex of A$300/t and a margin of A$350 per tonne and capex of A$130M. Spooky....Yet these margins for Spodumene have only come about in the last few months.
I wonder what other commodity exposure could hit these type of numbers or better but without the need for serious increases in the sales price?
Tick tock tick tock.....
APC Price at posting:
9.4¢ Sentiment: Hold Disclosure: Held
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
(20min delay)