Pilbara Minerals has time and time again made contrary decisions which have been right.
- They were the first ones to acquire another asset (Altura) and at a time when the Lithium sentiments were at rock bottom
- They resisted the lithium M&A hype of 2023 when Chris and Gina were buying up assets
- & now they have clearly signalled they want to keep alignment with Chinese Markets (while keeping IRA optionality as a backup)
Pilbara has a knack of making solid strategic decisions - In fullness of time Mr. market will catch up!
I am also closely watching the outcome of Shorters Vs Pilbara game that's going on. It rarely happens but I am hopeful PLS will secure a victory over the all powerful Investment banks!
Ann: Downstream Partnering Outcome - Study commences with Ganfeng, page-43
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$2.67 |
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| Open | High | Low | Value | Volume |
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