PLS 2.41% $3.24 pilbara minerals limited

Ann: New Offtake Agreement, page-227

  1. 1,641 Posts.
    lightbulb Created with Sketch. 254
    Hi thank you for your synopsis.

    General Lithium and Ganfeng took up stage 1.

    https://hotcopper.com.au/data/attachments/2760/2760935-b214d468ea24415fc2b7077c150b9c85.jpg
    http://www.pilbaraminerals.com.au/site/PDF/7116c544-760c-4758-a395-72a987e59c31/OfftakeandFinancingSupportwithGanfengLithium

    PLS back in November euphemistically indicates GLC and or Ganfeng are not taking all contracted supply by
    noting “While we fully expect that turnaround to eventuate in the not too distant future, we are still seeing soft market conditions persist across the entire lithium-ion supply chain.”
    http://www.pilbaraminerals.com.au/site/PDF/6a48bacd-68ae-4880-b2cd-37b73c9bb715/QuarterlyOperationalUpdate
    it will be interesting to see whether Yibin takes more from stage one and what this says about Ganfeng or even GLC

 
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