PLS 2.17% $2.93 pilbara minerals limited

Ann: Offtake Pricing & Project Expansion Update, page-27

  1. 4,815 Posts.
    lightbulb Created with Sketch. 1803
    Yes. that's the SC6 reference price, we're selling 5.3-5.5. So should be around $5500 or so give or take.
    145,000 x 5500 = ~ $800M USD = $1.1B AUD

    No need to be conservative on production volumes, i'm very confident they're hitting the annualized run rate of ~ 580,000 (145,000 per quarter)
    If there was deviation from this, they would have announced change in guidance.
    Last edited by sunnyaus: 21/12/22
 
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