PLS 5.83% $3.07 pilbara minerals limited

Ann: Pilbara Minerals Expands Ganfeng Offtake Agreement, page-38

  1. 2,221 Posts.
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    IMO - PLS should be cutting back on supply, not selling into price weakness. We are now a price taker rather than a price maker… we should be dictating terms if there is sufficient supply demand, if not - cut back, sit tight and let the market come to us.

    We have a massive war chest to ride out weakness in the market and a teir 1 resource.

    DYOR IMO
    Last edited by JRSelvedge: 15/01/24
 
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