PLS 3.02% $3.07 pilbara minerals limited

@tendojiPage 5: They closed production for 5 days, they're...

  1. 33 Posts.
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    @tendoji

    Page 5: They closed production for 5 days, they're telling us that daily production was increased compared to prior months. This's useful and relevant information. If they didn't make that point clear, wouldn't that be misleading information?

    Page 10: PLS are partnering with Korean companies so it makes sense for them to explain why. Which part of this is misleading?

    Page 16: you need to account for CHI-X sales also

    Page 18: Q4 FY19 has already occurred - it was April/May/June. It's not calendar year.

    Page 19: Remember that ramp-up is expensive and not representative of long term costs. Present costs represent the additional difficulties involved in opening a mine. Costs reduce with time and that's standard across mining companies.

    Page 34: The forecast is for $291/t. That's what they forecast. If they were giving you the actual cost, they would've said actual cost: $xxx, as opposed to stating 'forecast cost'.
    Last edited by bikemat: 07/08/19
 
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