PLS 1.32% $3.06 pilbara minerals limited

Good News & Bad News, page-19944

  1. 2,012 Posts.
    lightbulb Created with Sketch. 892
    I'm going through all the announcements from 2016 as I'll need to get my head around the offtakes and how they are priced, it's gonna take a while as I have to catch up on 6 years worth of activity. Just got up to Shandong announcement 10 Nov 2016, I reckon it will take me about 4-5 more hours of actual reading.

    Must say that PLS made good deals with the offtakes being reviewing 6 monthly and at formula based on price of LCE, something I wish BL did at SYA (sigh).

    Great result with the (ROFR) with MIN.

    I need to read all the announcements to get an idea of how revenue is being made, not just rely on the average revenue from the last quarterly.

    I still am confident that I can demonstrate my thoughts on why PLS sp won't double by end of next year though and how paying divvies will reduce your EPS.

    (NPAT - Div) ÷ SOI

 
watchlist Created with Sketch. Add PLS (ASX) to my watchlist
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.