Ann: June 2021 Quarterly Activities Report, page-111

An interesting pic in yesterday's IGO D&D Presentation was the Greenbushes Spodumene production forecast. They are looking to expand from the present 1.34mtpa to 2.5mtpa by 2030.





When Dale was asked at the S&O Session what he thought PLS Spodumene production will be by 2030, he deflected and said "the maximum".

I would imagine PLS Spodumene production being much much more than just 1mtpa by 2030.


Its great that Ken looks after his offtakers. I'm not sure how much goodwill he expects to garner from the Chinese customers. The Sales/shipments for the Jun21 quarter of 109,190tonnes were great but why did he selloff inventory prior to the start up of the GLX Digital Sales platform? It seems to me he could've kept some 28kts for auction at the highest bid, rather than accept contract pricing which is based on formulae around the prices of Carbonate and LiOH.


A tremendous finish for the PLS share price today. The Lithium Sector boom has really propelled it. Has this phase of the boom run its course yet? CATL down 4%, Ganfeng down 7% and Tianqi down 7% today. CATL are now down 9% from their ATH, Ganfeng are now down 15% from their ATH and Tianqi are now down 13% from their ATH. They only made their ATHs yesterday. I'd expect the LIT ETF down strongly tonight.

PLS made its ATH today. Very nice. I decided not to wait for $2.00 today. I hope Ken did a good job of spruiking PLS to the Instos and Fundies in attendance today.