This from "Livewire" today:
Weadded to PilbaraMinerals (PLS) atthe expense of LynasRare Earths (LYC) duringthe period. This was very much a relative call, with PLS at the earlystages of an earnings upgrade cycle, driven by both volume andspodumene pricing upside. It also has strategic optionality nearterm, with the re-commencement of the acquired Altura operationseemingly the only visible hard rock lithium units to come to marketover the next 6-12 months. Conversely, LYC has skilfully executed ona number of its strategic priorities and already enjoyed significantearnings growth on the back of very strong prices recently. It’salso in the midst of a capital intensive phase with little volumegrowth until the Kalgoorlie cracking and leaching facility iscommissioned. It is uniquely positioned over the medium to long term,but we felt a better relative opportunity presented in PLS nearterm.
Onwards and upwards. GLTALTH.
This from "Livewire" today:Weadded to PilbaraMinerals (PLS)...
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Last
$2.97 |
Change
0.060(2.06%) |
Mkt cap ! $8.942B | |||
| Open | High | Low | Value | Volume |
| $2.96 | $3.02 | $2.93 | $100.8M | 33.97M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 4 | 716181 | $2.97 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $2.98 | 235000 | 1 |
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| Last trade - 16.10pm 30/08/2024 (20 minute delay) ? |
| PLS (ASX) Chart |