PLS 2.08% $2.95 pilbara minerals limited

Ann: Trading Halt, page-69

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  1. 8,986 Posts.
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    Yes, totally agree.

    I'm of the belief that if all actors in the supply chain are able to turn a reasonable profit, it will create a steady and constant demand pull, thus acceleration of economies of scale, higher end product adoption rates, and lower risk/volatility throughout the cycles.

    However, the profit margins need to fair and equitable for each actor in the chain, and not skewed towards a minority. Calix tech pulls some of the oversized margin enjoyed by the chem converters up to the miner, thus, I'm looking forward to midstream product commercialization, very important for PLS's long term resilience.
 
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