PLS 5.02% $2.93 pilbara minerals limited

Ann: Spot sale linked to hydroxide chemical pricing, page-42

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    Does anyone else have concerns about this cannibalising the BWX process?

    As someone that has called for producers and late stage explorers I invest in to attempt to do a partnership deal with PLS to utilise their BWX platform, any move which reduces focus on the platform is not long term positive for PLS.

    Full disclosure: I am an ex PLS holder, and sold out when I should have held. I now have most funds tied up in other long term buy and holds with a neutral outlook on PLS, a positive outlook on the Li20 producing sector.
 
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