150GWH at .7kgLCE /KWH = 105,000 tonnes of LCE. That by itself is most of the entire increase that Macq bank think will happen by 2021. Apparently there will be NO others. That is how stupid their analysis is!!
Global lithium supply is probably going to be constrained for the next 10 years, with supply always trying to catch up to demand.
We, PLS are setting ourselves up to be the go to resource in the future, as all others are fully utilised. Expansion will be coming from contracted demand, not too difficult in the current market but management are keeping their cards close to chests so to speak.
It's a sellers market, so why rush when demand is coming to us? (contracts that is, not getting to production).
Personally, and not stated by anyone, I'm expecting a BOA or 2 before the DFS. It was just in hints I picked up on. @RDL thoughts?
Global Lithium Supply, page-14
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