PLS 0.67% $2.98 pilbara minerals limited

Good News & Bad News, page-35543

  1. 4,178 Posts.
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    I think logic is your friend on long term commodity stuff: low prices > less new supply > growing EV and energy storage > under supply > high prices > windfall profits. The worse it gets in next 2-3 years, the better it is likely to be for us by 2030 if we can hang on as a low cost tier 1 asset.
 
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