PLS 5.84% $2.90 pilbara minerals limited

Day to day discussions on S/P, page-12385

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    SF - Do you think Posco are going to gift PLS their IP as well as provide funding so PLS can make an outrageous return? I don't. And I'd guess that's one of the reasons while a decision is taking so long.

    Suggest we start another string and I'll post more details on what I'm talking about re: Spod price/recovery being the main driver of PLS value. Maybe yourself and others can then perhaps critique the analysis and add their logic on how to value the potential JV.
    Last edited by SimonGr: 13/06/19
 
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