PLS 1.32% $3.06 pilbara minerals limited

August 31 and still NO Posco, page-66

  1. 8,983 Posts.
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    Okay, we can't have a rational discussion about supply chain inefficiencies and how that may impact supply/demand fundamentals. For what it's worth I'm expecting a "Perpetual Deficit" for the next decade, though it will ease up for period 2024 to 2026 and then widen significantly thereafter.

    I didn't discuss the share price in my post, but while we're at it, I'll play the cycles as I see it, and good luck to you, don't strangle it.....


 
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