PLS 5.44% $3.13 pilbara minerals limited

Good News & Bad News, page-8856

  1. 3,645 Posts.
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    China bully is a real concern. I expressed my concern many years ago on AJM forum. AJM had all their eggs in one basket. This placed ajm in a very weak contract price negotiation position and vulnerable to risk. Now that concern came true. PLS is just a bit better off than ajm since pls also sell to Korea JV. But they must find more diversified customers. I recalled when I said that, someone attacked me
 
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