Anyone with any thoughts on PLS report when compared to AJM current production?
Someone on PLS complaining that shorter wont let it run etc etc...but I am looking at it the other way, if you are a believer in EV and positive lithium market and possible future earnings for AJM, the current valuation looks cheap and its time to accumulate. Again hoping that AJM receives similar price or more than PLS. Use the shorters to accumulate at current price. Everyone can see that AJM /PLS prices being held down for whtevr reasons.
PLS sayin market has stablisied and hence that gives me a bit of confidence looking forward. Now its up to management to get to nameplate asap and reducing costs.
PLS sayin they need another 2 or 3 q to reach nameplate. Who knows we may reach before them. Either ways hoping sucess for both these fantastic companies...
DYOR n IMO
Arjay
Ann: Stage 1 Operations Update, page-290
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