See my reply to Gareth, however you would know I researched them, and my conclusion was I'd be better placed to stay with PLS, given their scale and more importantly, they are ahead of the game, having the IP bedded down.
I'd also be disappointed if PLS signed another offtake with GFL for product derived from Ngungaju plant.
Having said that, and as per my reply to Gareth, the market must be very tight, and as you know, GFL are expanding to 630kt LCE, so they need all they can get. On that last note, the consensus that supply from different ore bodies is a problem for converters may be debunked.
Anyways, sign of the times, when market will be in perpetual deficits through this decade.
- Forums
- ASX - By Stock
- PLS
- Good News & Bad News
Good News & Bad News, page-2922
-
- There are more pages in this discussion • 41,466 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
|
|||||
Last
$3.06 |
Change
0.040(1.32%) |
Mkt cap ! $9.210B |
Open | High | Low | Value | Volume |
$3.04 | $3.12 | $3.02 | $47.88M | 15.58M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
18 | 321604 | $3.06 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$3.07 | 269930 | 12 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
6 | 98240 | 3.060 |
13 | 82683 | 3.050 |
13 | 75513 | 3.040 |
10 | 29960 | 3.030 |
20 | 88646 | 3.020 |
Price($) | Vol. | No. |
---|---|---|
3.070 | 400 | 1 |
3.080 | 7280 | 2 |
3.090 | 11600 | 2 |
3.100 | 66993 | 13 |
3.110 | 237299 | 9 |
Last trade - 16.10pm 12/07/2024 (20 minute delay) ? |
Featured News
PLS (ASX) Chart |