Very different tone in this preso, clearly indicating that PNR is now capable of executing its growth strategy. I would highly recommend watching the 2021 Diggers presentation as this preso mimmics what was discussed in that presentation. A few points I picked up
- Commenting that OC production likely to go into next year
- Cost guidance still dropping
- 100kozpa run rate from JQ24 confirmed as guidance
- Multiple mentions of ease of plant expansion to 1.5-1.7Mtpa. I expect that this will be initiated in 2025 at the latest
- 175-200kozpa now main stay in presos I expect, comment is medium=long term
- Drilling to kick in from SQ24
Overall tone completely changed, I have observed this for some time but they are now very much on the front foot. Very happy where this is heading
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8.4¢ |
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Mkt cap ! $542.1M |
Open | High | Low | Value | Volume |
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7 | 935005 | 0.083 |
1 | 400000 | 0.082 |
7 | 954860 | 0.081 |
7 | 1101150 | 0.080 |
Price($) | Vol. | No. |
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0.085 | 558727 | 2 |
0.086 | 245616 | 3 |
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0.089 | 263850 | 3 |
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