PLS 0.24% $4.19 pilbara minerals limited

Ann: Annual General Meeting Corporate Presentation, page-23

  1. 349 Posts.
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    Why you say the mine is not working properly??? I think with a 68-71% recovery the mine is ready to make money.
    Under my point of view the PLS issue is the same as the rest of junior Li miners, which is with our oftakers can NOT taking the volumes agreed, and on the other hand the origin of the conversion bottle neck, which I think is not 100% due to construction/commissioning of the facilities itself, but a programmed delay in the conversion capacity due to soft demand of battery chemicals (the same miners are doing at the moment).
    The key is to remain solvent while the Li Batt supply chain demand transient ends, and a steady ramp up of demand appears in front of us.

    Enjoy the weekend.


 
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