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
Very different tone in this preso, clearly indicating that PNR...
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9.1¢ |
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Mkt cap ! $586.6M | |||
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| PNR (ASX) Chart |