What if we all missed something, what if they never use the ALO mine for conventional off take agreements. What if during the planning of taking out AJM they decided that when they took over it would be used to supply a chemical conversion facility. They state openly on the investors section of their website that they are trying to get into downstream chemical conversion with both the POSCO JV and another opportunity. Perhaps this is part of the strategy and would leave stage 3 and the “sterilised” land free for any EU of US offtakes
What if we all missed something, what if they never use the ALO...
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Last
$2.89 |
Change
-0.005(0.17%) |
Mkt cap ! $8.714B | |||
| Open | High | Low | Value | Volume |
| $2.91 | $2.93 | $2.86 | $46.77M | 16.17M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 29 | 154042 | $2.88 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $2.89 | 432058 | 78 |
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| Last trade - 15.34pm 23/07/2024 (20 minute delay) ? |
| PLS (ASX) Chart |