PLS 5.44% $3.13 pilbara minerals limited

That one's well out of date. PLS advised higher costs now...

  1. 3,447 Posts.
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    That one's well out of date. PLS advised higher costs now (there's an updated table above). However, the above table needs revising down too as Stage 2 volumes have decreased/got pushed down. There's also news on the Posco JV now (so can add that). I'm still working on those calcs - but it's clear that most other posters have wildly overestimated the value of the JV for PLS.

    I'll try and post an update in the next few days.
 
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