PLS 2.04% $3.00 pilbara minerals limited

Ann: Pilbara Minerals on Track for First Shipment, page-231

  1. 3,427 Posts.
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    Graph is in tph (not tpd). Throughput measured by input (rather than output) so need to adjust for yield.

    Perhaps someone with more knowledge than me can give an informed opinion of yield etc can do the conversion (my engineering days are a long lost memory). However, I’d guess it’d be something like 270 tph x 24h/d x 30 d/m x 50% Yield x 1.25 Li in ore / 6.2%Li in spod.

    This equals 19.5kt/m of spod ... but PLS states they’ve only achieved 270t/hr for one continuous 24 hrs period!

    So ... I really don’t know what spod they’re producing on a monthly basis from the numbers released ... but the calcs above to get 8.2kt/m are clearly incorrect. And PLS stating that they’re not looking to export a 2nd shipment until end of this quarter may indicate the other posters 15kt/m is optimistic.
 
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