PLS 2.06% $2.97 pilbara minerals limited

Ann: Binding Off-take & Downstream Processing Agreements-PLS.AX, page-99

  1. 3,193 Posts.
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    The market is forward looking and we are about to break open the lithium oligopoly. Although the the businesses are diversified we have:

    Albermarle - $9.15B
    Sociedad Quimica y Minera de Chile - $7.05B
    FMC - $6.16B

    I think $700M is fairly cheap considering the competition
 
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