PLS 1.64% $3.00 pilbara minerals limited

He also alluded to 2 key factors namely proximity to transport...

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    He also alluded to 2 key factors namely proximity to transport network and size and scaleability of resource, both obviously underpinning margin. PLS tick both of those boxes and is almost unique in that senses, so as spod price eventually drops through greater supply ,those mines that tick 1 or neither box will be the first to struggle
    Last edited by queenpin: 17/11/21
 
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