PLS 0.62% $3.20 pilbara minerals limited

Ann: Pilbara Minerals Expands Ganfeng Offtake Agreement, page-32

  1. 3,016 Posts.
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    So if there is or will be an “oversupply”, why is the largest Chinese converter happy to sign up to an increased offtake from an Australian supplier?

    For me this offtake expansion confirms that the suggested “oversupply” rhetoric (that has been coming I believe mostly from China-connected sources) is utter BS.
 
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