PLS 1.31% $3.02 pilbara minerals limited

Good News & Bad News, page-19789

  1. 2,012 Posts.
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    the solar and electric trucks will improve the ESG credentials for PLS’s operations but on the basis of low embodied energy, a key principle in ESG, it still doesn’t address the fact that PLS can only supply to one region (Asia), due to where Pilgangoora is located (Australia).

    Given how long it will take PLS to get the next round of upgrades up and running, which was a large driver for the recent speculative rise above fair market value, the US will have significant domestic supply chain by then.

    If PLS get’s a similar sized project in the US then badda bing badda boom! I mentioned this previously discussing divvies. That cash would be better spent acquiring another asset,
    it will deliver greater mid-long term value for the shareholders.

    At least I give a balanced view by providing a solution to PLS’s weakness, not just downramping the weakness only, which one of your holders see as a “balanced view”.

 
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