PLS 2.33% $2.94 pilbara minerals limited

Which ship is PLS's 1st ?, page-22

  1. 1,104 Posts.
    lightbulb Created with Sketch. 1056
    I'm looking at the big picture of what is about to start,
    assuming a rampup this CY to nameplate as commented in the video, a $/t of $850USD/t (yes concerv) and the Aus $ holds at 0.73 (higher $ if it falls), and a linear rampup. Then for the next few months revenue from Spod:

    Aug 5000t $5,802,840,
    Sep 8889t $10,316,160,
    Oct 13333t $15,474,240,
    Nov 17778t $20,632,320,
    Dec 22222t $25,790,400,
    Jan 26667t $30,948,480,

    I would assume first few shipments small to get it out early to our 2 offtake partners A,B,A,B...

    Yes $31 Million coming in per month, not far away.

    The QUBE shed 48,000t with AJM 20,000t, plenty of space for PLS rampup to 26,667t per month, I see no issue with rampup storage, when needed for stage 2 it took them 5mths to build it thus plenty of time to expand the shed if needed and also plenty of time if stage 1 goes above nameplate, plans for extension would already be in, with what they have now, no issue and a nice revenue rampup coming.
    Last edited by FutureTech: 25/08/18
 
watchlist Created with Sketch. Add PLS (ASX) to my watchlist
(20min delay)
Last
$2.94
Change
-0.070(2.33%)
Mkt cap ! $8.849B
Open High Low Value Volume
$2.93 $3.01 $2.89 $64.87M 22.02M

Buyers (Bids)

No. Vol. Price($)
4 86878 $2.94
 

Sellers (Offers)

Price($) Vol. No.
$2.95 199466 4
View Market Depth
Last trade - 16.10pm 10/07/2024 (20 minute delay) ?
PLS (ASX) Chart
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.