PLS 0.87% $2.86 pilbara minerals limited

Wodgina just sold 50% for $1.6bA, page-56

  1. 7,341 Posts.
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    The published resources are about the same. Wodgina slightly lower grade and no tantalum credits to my knowledge. I understand that the Wodgina deposit is also deeper. Plus, of course, PLS is in production and Wodgina is still building their plant. This underpins $2 a share. Hard to argue against that.
 
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