PLS 0.00% $2.84 pilbara minerals limited

Ann: Pilbara & Calix enter into Joint Venture Agreement, page-32

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    They are taking all the right steps, the process to produce the product is already working well, so next steps involve sending samples to market participants, to see if there is in fact a market, as the process cuts out 3 steps traditionally done by converters. The product will certainly be suitable for nimby markets, such as the EU and US, but will $$'s get in the way, as said 3 steps drag more of the supply chain margins upstream to the miner.

    Maybe PLS/Calix can develop a domestic supply chain, supplying feedstock for a domestic commercial and home battery storage solutions

 
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