PLS 3.17% $3.05 pilbara minerals limited

Dale’s Rockstock interview, page-40

  1. 42 Posts.
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    Not sure I'd support diversifying into other minerals/metals at this juncture. Personally, my preferred priority list for capital looks like:

    1. Any reasonable spend that can be made to speed up P1000 and beyond
    2. Accelerate calix if possible
    3. Any reasonable spend towards reducing carbon footprint (likely to be $ incentives in the mid term for low footprint supply)
    4. Accelerate the posco JV and/or take the option to increase our equity stake/share
    5. JV/acquire promising early/mid-stage spodumene projects in safe jurisdictions - leverage the expertise PLS has acquired
    6. Pay dividends (or share buyback if there's any real concerns around being a takeover target)
    7. JV/acquire less safe spod projects - Africa etc.
    8. Pay down debt

    Last edited by lukeod: 31/08/22
 
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