Thanks for posting this strategic metals analysis, Good.
We retail holders should encourage S32 to grow in any of these. The company is intensely aware of the opportunities and GK & team will be brewing all sorts of plans.
It already has a leading Manganese position it could usefully expand. Mn is essential for batteries.
But everything is madly expensive, and bottom quartile deposits and mines are sold only under duress. Vale's difficulties may prompt a sale. It has a considerable debt burden and needs to spend heavily in Brazil if it wants to stay in business. I am keen in nickel - but everyone else is too.
We must await opportunity.
Meanwhile, the HY due Thursday should be a ripper. Production and prices reported in the Quarterly were very solid.
Ash
Thanks for posting this strategic metals analysis, Good.We...
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Last
$3.55 |
Change
0.060(1.72%) |
Mkt cap ! $14.49B | |||
| Open | High | Low | Value | Volume |
| $3.51 | $3.56 | $3.50 | $47.82M | 13.53M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 3 | 157870 | $3.54 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $3.55 | 124097 | 6 |
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| Last trade - 16.10pm 15/11/2024 (20 minute delay) ? |
| S32 (ASX) Chart |
