PLS 6.19% $3.18 pilbara minerals limited

Ann: December 2022 Quarterly Activities Report, page-355

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    I was typing a summary of the entire Q&A segment on my iPhone while having a coffee at the beach. I had it all down in a post when safari had a meltdown and I lost the lot.

    I liked Dale’s reply to customer mix. He envisaged after P1000, China 30%, SK 30%, ROW 40%. Considering currently that is zero, I think we can assume that the 400kt of unallocated SC/ midstream, will be going to a Hyd/Carb downstream venture, with either full or joint ownership.
 
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