$PLS 1Q'24 report
The average realised price US$ 804/t for 5.3% spodumene. -28% in avg. realised price compared to the previous quarter.
EBITDA per ton of spodumene slumped from US$ 590/t in 4Q'23 to US$ 285/t in 1Q'24
EBITDA margin deteriorated from 53% to 35% respectively.
https://x.com/Andr_rej/status/1781087995141218602
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