PLL 15.4% 15.0¢ piedmont lithium inc.

Expecting a grim quarter (from QoQ sales perspective) but the...

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  1. 11,044 Posts.
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    Expecting a grim quarter (from QoQ sales perspective) but the market has been told a number of times that PLL's FY'24 is back end loaded.

    So IMO ... watch for
    1. Improvements in cost at NAL and did it require further cash from the equity partners.
    2. Have we transitioned to long term OTAs now ... especially TSLA ... and can we get more transparency on the ASP
    3. The Capex cadence ... especially on Ewoyaa
    4. Mining Licence Ratification Ghana
    5. Partnering updates

 
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