PLS 2.96% $4.18 pilbara minerals limited

So we'll be producing 800k tonnes of Spod from a 5mt plant....

  1. 19 Posts.
    So we'll be producing 800k tonnes of Spod from a 5mt plant.
    -140k to general lithium.
    -150k to Great wall
    -160k to Ganfeng.

    That still leaves 350k of spod. Could be another offtake on the horizon. From KB constantly mention interest outside china, could be an european partner on the horizon.

    800k × USD$900 (conservative as it will likely be higher when into production) equates to USD $720m revenue. And then there is the potential downstream processing that will add $$$.

    Thats my rough calculations. Anyone care to add to it or fix any errors?

    But at face value, those are incredible numbers!
 
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