No need for a headline, I think it's well known by many here and those following the sector. I do note quite a few of the sector talking heads use PLS as a barometer to recommend other lithium stocks, and interestingly not PLS.
Without PLS's BMX price discovery implementation, spod or chem prices would not be as high as they currently are, which in commodity land, means a lower share price, particularly for the wannabes, as the later are not in a position to take advantage of the pricing for the next few years.
Anyways, to justify my statement wrt monthly revenues, with current production capacity at 560kt pa, which equates to 47kt per month, say 10kt sold on the BMX and 37kt of offtake contract sales,
- 10kt at US$6,350 *1.42 (AUD$9,017) = AUD$90 mill
- 37kt of 5.4% at US$4,000 *1.42 (AUD$5,680) = $210 mill
Therefore, total of $300 mill, so some spare coin to stock up on Tim Tams at head office.
No need for a headline, I think it's well known by many here and...
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$2.82 |
Change
-0.030(1.05%) |
Mkt cap ! $8.491B | |||
| Open | High | Low | Value | Volume |
| $2.83 | $2.92 | $2.81 | $38.41M | 13.49M |
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