330.000t is the current capacity. There are plans for stage 2 and 3 plus the recently acquired Altura asset. That one has a capacity of 220.000, which is in care and maintenance now. Altura also had a stage 2 planned of another 220,000 tons.
PLS (old) current: 330.000t total Stage3: 1.200.000t
PLS (Altura) current: 220.000 total Stage 2: 440.000
Total combined PLS at full capacity: around 1.600.000 t per year
Now you factor in a rising price for Spod, a possible downstream JV with Posco and the strategic value of having uncommitted capacity in a market that is about to get tight.....
Discl: I am very long and very bullish.
Spodumene Prices, page-270
Add PLS (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
$2.96 |
Change
0.020(0.68%) |
Mkt cap ! $8.954B | |||
| Open | High | Low | Value | Volume |
| $3.01 | $3.01 | $2.96 | $12.38M | 4.132M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 55 | 219046 | $2.96 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $2.97 | 302246 | 51 |
View Market Depth
| Last trade - 11.22am 11/07/2024 (20 minute delay) ? |
| PLS (ASX) Chart |