PLS 0.48% $4.17 pilbara minerals limited

Umm ... so now you are comparing PLS a developed lithium spod...

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    Umm ... so now you are comparing PLS a developed lithium spod producer in WA with a yet to be built lithium play in Mali ... is that correct? I mean to say that there is value in comparing SP movements of PLS with ALB is one thing but now to say it ought to be compared to MLL - really this is dredging the barrel a bit isn’t it?

    On the topic of MLL which you raised - looks like there’s a few over in MLL land who similarly value your input there ... https://hotcopper.com.au/posts/40539512/single.

    All fairness to all MLL holders what Josh is failing to acknowledge here is that all Li exposed stocks are down at present in response to current demand slowdowns at converters. This is to be expected in any commodity particularly where it’s in a newly developing industry area where the supply and demand chain moves through multiple levels all of which are at differing stages of progression.

    I don’t know much about that play but I fail to see how Josh can make value in attempting a direct comparison here.
 
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