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$3.15 pilbara minerals limited

Ann: Investor Update - March 2021 Quarterly Activities Report, page-80

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O.C.WA

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23/04/21

11:17

Post #: 52674972
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Originally posted by rainbowdaisy: ↑

doesn’t sound like you really grasp the historical to current issues for incumbents minus Talisons. Donohue’s point is relevant because it’s about DMS to flotation recovery “refinery”. And 1st screenshot below is PLS on this key issue.

not meeting is due to insufficient testwork due to the innate complexity of the zonations and hence time and cost.

Resources like at Pilgangoora whilst can be economic are a burden due to their heterogeneity

Tianqi on Talison feedstock as industry benchmark for consistency of feedstock

Talison’s recovery rate is expressed in mass yield to concentrate, details are hard to find.

The high cost of concentrate per tonne is a result of 1. Feedstock ore variability, balancing ‘SC6 basis’ target with specifications PLS never reveal these days, such as Iron oxide % and moisture.% and grind size % ratio and range.

With out that peer analysis is difficult and producing peers besides Talisons are not really worth the effort considering the quality of the deposits.

i think in good time, 10 - 20 years these early starters will be seen for what they are in between two outstanding projects one well established and revered and the other yet to commence...

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Please take note of the dates

PLS Price at posting: $1.14 Sentiment: None Disclosure: Held
1 Upvote

0 Great analysis

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