PLL 8.11% 17.0¢ piedmont lithium inc.

Ann: Letter to Shareholders, page-7

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  1. 11,058 Posts.
    lightbulb Created with Sketch. 3715
    LOL .... cherry picking ....

    "... Over the past year, PLL is by far the worst performing lithium stock on the ASX ..." ... is it though?
    Hasn't fared well against ummhhh AGY has it?
    PLL's outperformance of AGY in the first 9 months of the past year shows clearly. Ergo statement is FALSE
    PLL's past 3 months has been ugly.

    https://hotcopper.com.au/data/attachments/4024/4024461-523e8cd7aa7a8435d9f65bd4f1f13837.jpg



    So the last 3 mths has been tough ... but this is not just for PLL .... how about say SYA (haha). Doing OK aren't we?

    https://hotcopper.com.au/data/attachments/4024/4024494-a93a0a6f946b4aae5a4fc4729227b688.jpg



    If you are a longer term holder here is a 3Y view against AGY

    https://hotcopper.com.au/data/attachments/4024/4024419-97654a4f75824bf108cc7391a441caaa.jpg

    and now the 3 yr comp with SYA

    https://hotcopper.com.au/data/attachments/4024/4024509-e4d995254e13b6184f7ac131adc096be.jpg


    And the last part of

    "Plenty of lithium in the Nevada area 3 hours down the road from the Tesla Gigafactory and guess who owns tenements there??"

    Jumping up, hand in the air waving. Sir, Sir, I know the answer ...
    LAC ... Thacker Pass ... largest Li Resource in USA, 40 ktpa Li2CO3 (Phase 1) plus Phase 2 expansion of additional 40 ktpa Li2CO3

    or maybe its
    NORAM Lithium Corp ... Zeus Project ... PEA US $1.299B NPV (8%) & 31% IRR

    no stop maybe it could it be
    Cypress Dev ... PFS US $1.03B NPV (8%) & 25.8% IRR

    nah, must be one of our own
    INR ... Rhyolite Ridge ... DFS US $1.27B NPV (8%) & 21% IRR


    Got more to add? I'm guessing you might want to put up theTonopah Lithium Project in Nevada, USA, located near Albemarle’s Silver Peak lithium operation ... surely not ... this is prospective only and in its infancy .... per AGY "Next step exploration target works to determine lithium brine prospectivity, then drilling works to test MT targets to delineate lithium brine potential". That's a non-starter as far as comparisons to real projects.


 
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