For a quick reference of PLS’s offtake partners and their customers built up from public information on their websites and published agreements, below is a quick list of a number of final customers that are/could end up with PLS quality Li Spod in the supply chain.
I think you can agree their is a large number of big Automotive customers that have an interest in PLS Li Spod for their own EV rampups.
PLS -> General Lithium (quoted as China’s 4th biggest Lithium Producer)
PLS -> Ganfeng (quoted as China’s largest Lithium Compounds Producer) -> Panasonic -> Tesla
PLS -> Ganfeng -> LG Chem -> Tesla China Giga Factory
PLS -> Ganfeng -> LG Chem -> GM volt, Renualt, Hyundai Sonata,Volvo, Merc (EQ)
PLS -> Ganfeng -> BMW
PLS -> Great Wall -> JV with BMW for Mini e
PLS -> Great Wall -> EV UTE, EV ORA
PLS -> POSCO -> Samsung SDI -> BMZ Group Europe -> KION Group
PLS -> POSCO -> LG Chem -> GM volt, Renualt, Hyundai Sonata,Volvo, Mercedes (EQ)
PLS -> POSCO -> LG Chem -> Tesla
Welcome for others to add to the list as agreements are known. Currently all 4 offtake partners listed are expanding their Li chemical conversion capabilities, when this kicks in you can imagine the pull from the final customers.
All IMO DYOR
- Forums
- ASX - By Stock
- PLS
- Where does current and future PLS Li Spod go
Where does current and future PLS Li Spod go
-
-
- There are more pages in this discussion • 4 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add PLS (ASX) to my watchlist
(20min delay)
|
|||||
Last
$3.07 |
Change
-0.190(5.83%) |
Mkt cap ! $9.239B |
Open | High | Low | Value | Volume |
$3.19 | $3.20 | $3.07 | $96.53M | 30.85M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
41 | 815921 | $3.06 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$3.08 | 309816 | 3 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
26 | 195171 | 3.060 |
50 | 157222 | 3.050 |
9 | 32502 | 3.040 |
15 | 74596 | 3.030 |
14 | 32496 | 3.020 |
Price($) | Vol. | No. |
---|---|---|
3.090 | 400231 | 3 |
3.110 | 17026 | 2 |
3.120 | 19982 | 6 |
3.130 | 28145 | 4 |
3.140 | 28903 | 5 |
Last trade - 16.10pm 28/06/2024 (20 minute delay) ? |
Featured News
PLS (ASX) Chart |
The Watchlist
LU7
LITHIUM UNIVERSE LIMITED
Alex Hanly, CEO
Alex Hanly
CEO
SPONSORED BY The Market Online