PLS 5.69% $3.16 pilbara minerals limited

Day to day discussions on S/P, page-12381

  1. 3,447 Posts.
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    Yes, but. The talk on this thread is almost entirely focussed on the speculative elements (possible sale, possible Posco JV) rather than what really drives the value of PLS. IMO the value in PLS is partly the medium term Spod price (largely outside of management control) and their recovery rate (hopefully within their ability to control).
    Last edited by SimonGr: 13/06/19
 
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