I implore everyone to look at BAT ann this morning re pricing they are using for modelling. Very bullish for SYR.
"The BMI forecast indicates that the Montepuez graphite basket price has potential toappreciate from current FOB China pricing of ~USD $950/t to more than ~USD $1,500/t overthe first 10 years of operations. This is a highly encouraging, fully-independent outlook."
BMI has spot FOB china at about US $750-800
Syrahs limited disclosure on pricing hasnt given us much of a comparison point but research others have done has been working of a sales price of a hell of a lot less than this.
Once we navigate the next few rocky risk off months id hope/imagine the market will pile in.
I implore everyone to look at BAT ann this morning re pricing...
-
- There are more pages in this discussion • 24 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 SYR (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
22.0¢ |
Change
-0.005(2.22%) |
Mkt cap ! $232.8M | |||
| Open | High | Low | Value | Volume |
| 22.5¢ | 23.0¢ | 21.5¢ | $1.244M | 5.635M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 4 | 116777 | 22.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 22.5¢ | 52000 | 2 |
View Market Depth
| Last trade - 16.10pm 25/11/2024 (20 minute delay) ? |
| SYR (ASX) Chart |
