PLS 2.17% $2.94 pilbara minerals limited

Good News & Bad News, page-12805

  1. 955 Posts.
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    Agree any costings done for LTR DFS have not considered the near term inflationary pressures that have applied to other miners including PLS. I will personally be very surprised if LTR can come into production anywhere near their stated timeframes mainly because of resourcing. this will only but exaggerate first mover advantages. so I suspect these short term advantages will roll into medium and long term advantage and particularly so if the Calix trial is successful. Industry game changer right there.
    Not intended as a down ramp on LTR, just like what we have here in comparison is all
 
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