Good News & Bad News, page-13513

After i listed these aspects in the $5.27 thread, i realised they all fall into three categories: two of them are intangibles: 2 & 3 below

1. Current earnings / current financial position and marketing patterns
Spod price moving up again, BMX price discovery and revenue
crusher-sorter

2. Future Demand indicators / potentials
China needs to make a success of their EV industry - certainty of demand
potential new customers (USA?), EVs selling like hot cakes, (exponential growth?)
Planetary imperative motivating all eg:
US Climate / critical minerals Act passed (No 2nd Trump term)

3 PLS ability to increase supply into future and enrich that supply
anticipated new products (eg Lithium salts)
POSCO JV 30% of revenue
mine life, quality of management
increasing towards P1000
larger therefore more efficient export facilities

And we still have future sp drivers:
Dividends coming and Share buy back. (indicated by management)
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$4 by Christmas? i think that is very conservative.
Barring WWIII or some other cataclysm, worldwide recession, the whole economy is in electrification revolution and we have the stuff to allow it. OK, we are not the only supplier but our supply is safe, certain, proven.

We cant know exact price, I dont have crystal ball here, but i'll stick with my $7 tip by end of FY. Obviously grossly under valued. Market response after the Fullyear results come out will probably underwhelm as usual, the sp rise will gather steam as the months go by, same pattern as last year.