PLS 1.64% $3.10 pilbara minerals limited

AFR Article, page-7

  1. 5,009 Posts.
    lightbulb Created with Sketch. 1917
    To be fair it was Morgan Stanley and they weren't wrong, we did go into oversupply. Long term thesis was in tact but they barely look past a year or two.

    We should be thankful of the oversupply (that's resulted in lack of investment in Li mines which has now set us up for a long term deficit)
 
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