Hi stakx
PLS is not selling into a general market but is supplying its committed customers... imo, the correct way to analyse PLS is to examine the business plan and the structure.
The PLS management has integrated the company into a dedicated supply chain... which although it exists in the context of the lithium market will have its own particular destiny... the lithium price is one factor but not the whole story.... as business partners grow so too will PLS.
Add to that PLS will participate in the downstream value add processing.
When you mention the state that AVZ is currently in... yes it is a monster deposit, but it is financially isolated and that is a bigger problem than its geographical issues.
Good News & Bad News, page-2530
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Last
$2.90 |
Change
0.160(5.84%) |
Mkt cap ! $8.731B | |||
| Open | High | Low | Value | Volume |
| $2.83 | $2.90 | $2.80 | $106.1M | 37.06M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 3 | 325534 | $2.89 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $2.90 | 158813 | 18 |
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| Last trade - 16.10pm 16/08/2024 (20 minute delay) ? |
| PLS (ASX) Chart |