Yeah, if they were selling Large and Jumbo into China they would be still getting decent prices. Furthermore 50%of large flake demand is ex China. As I said 6kt of large and Jumbo is enough for them to get green numbers on the Balama project. 5kt per qtr +100mesh medium coarse flake isn't doing the job. Both BAM and expandable should be the focus, fines (in China) are insignificant from a Cashflow perspective. Even for the 96-98%FC they would be getting a mere 5-7 dollar premium per percentage point. Good thing is that probably every significant customer in China knows Syrah's product by now.
- Forums
- ASX - By Stock
- Credit Suisse rates SYR as Outperform
Yeah, if they were selling Large and Jumbo into China they would...
-
- There are more pages in this discussion • 12 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add SYR (ASX) to my watchlist
(20min delay)
|
|||||
Last
49.5¢ |
Change
0.005(1.02%) |
Mkt cap ! $405.6M |
Open | High | Low | Value | Volume |
50.5¢ | 50.8¢ | 49.5¢ | $2.472M | 4.945M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
8 | 140111 | 49.5¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
50.5¢ | 80000 | 3 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
8 | 140111 | 0.495 |
11 | 206246 | 0.490 |
14 | 73393 | 0.485 |
26 | 244350 | 0.480 |
9 | 86084 | 0.475 |
Price($) | Vol. | No. |
---|---|---|
0.505 | 80000 | 3 |
0.510 | 89176 | 2 |
0.515 | 93100 | 4 |
0.520 | 151894 | 7 |
0.525 | 30000 | 3 |
Last trade - 16.10pm 29/03/2024 (20 minute delay) ? |
|
|||||
Last
49.8¢ |
  |
Change
0.005 ( 1.30 %) |
|||
Open | High | Low | Volume | ||
50.3¢ | 51.0¢ | 49.5¢ | 1246024 | ||
Last updated 15.59pm 29/03/2024 ? |
Featured News
SYR (ASX) Chart |