PLS 5.69% $3.16 pilbara minerals limited

Ann: March 2024 Quarterly Activities Presentation, page-33

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    While in the red, PLS was one of the best performers relative to the 35 odd plays on my watch list. US$804pt is ~35% to 45% lower than cost of production for a hand full of new and soon to be producers, hence the performance differential across the sector, though there's not much on the tape for some of those new producers and will be very interesting to see how LTR manages their pending commissioning and ramp.
 
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