PLS 3.34% $2.89 pilbara minerals limited

Ann: Response to Pilbara Minerals Announcement,PLS-MIN.AX, page-61

  1. 5,890 Posts.
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    I trust NB comments on BRR and expected new BOA also mentioned .


    http://boardroom.media/broadcast/56...bara-minerals-update-at-121-mining-investment

    http://boardroom.media/broadcast/?refid=&eid=57db2824624fa8d523cf2fc2

    Latest announcement" over 100% of lithium production subject to non binding MOUs with major off take partners in China
    Japan the US and Europe"
    If MIN match the ROFR 40% of initial production from a 2 mtp , what is stopping PLS to re issue another 40% to GLC/TINCI
    80% of 2mtp plant accounted for.
    20% LEFT for supposedly majors with 7 billion market cap?
    Just start with a 4 mtpa, demand is there and positives for a larger production.
    Lock in customers now before competitors .
    3 years to wait to deliver technical grade product to customers ?
 
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