PLS 1.99% $3.08 pilbara minerals limited

Ann: Yibin Tianyi Offtake and Prepayment, page-67

  1. 275 Posts.
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    I agree that the 15m won´t change the story. It is more about what this 15m interest free loan/prepayment says. To me it says that the balance in negotiations between customers and producers is starting to tilt towards the producers. I am looking forward to a truly tight market in the next two years.

    Discl. Very long PLS. DYOR
 
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