PLS 3.02% $3.07 pilbara minerals limited

Ann: Pilbara Minerals on Track for First Shipment, page-9

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    So it took them an extra few weeks to get on spec. Uh-oh. Sounds like first shipment is going to General Lithium who have already made battery grade. Bet they are super upset.

    Best part for me was it sounds like fine and coarse is producing well now. They are already at a combined run rate of 500t/day which is about half capacity. We should be 900-1,000t/day at full ball. If they can average even 600t/day for the rest of the year that is 60kt + the initial 5kt+ they are ready to ship. Again not as bad as what people have been telling us.
 
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