PLS 2.96% $4.18 pilbara minerals limited

Hi mate, This is good work. However the problem is you are...

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    lightbulb Created with Sketch. 15
    Hi mate,

    This is good work. However the problem is you are looking at a large delay between raw material sale / order lead time, conversion to a battery and then installation into a car.

    What would be really interesting is over time as we get more data to understand that lag and then find the correlations.

    Also finding a suitable benchmark for lithium pricing globally rather than a sub-sector snap shot - eg. lithium china import price.

    This was still good work, keep it up

    Cheers,
    Michael
 
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