When I read the report like this, I understand a little bit what a "monster" PLS is compared to other providers.
They write about 4kt and 16kt production and sales, a new project starts with 200 ! tonnes and needs 12 months to ramp up. A$ 100 million in assets were added in the September quarter....
--> Valuation A$ 7.5 billion
We produce 120-130kT and sell it, we will probably get 500-700 MillA$ in cash, we are expanding the production to P680 and we don't need any outside capital.
--> Valuation A$ 12.5 billion
Against this background, one cannot really say that we are overvalued, rather the opposite. Unfortunately, there is quite a big lid on it at the moment, so we are still hovering around A$4. Unfortunately.
But for the future (1-2 years) it doesn't look so bad....
Good News & Bad News, page-22372
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$3.05 |
Change
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Mkt cap ! $9.185B | |||
| Open | High | Low | Value | Volume |
| $3.13 | $3.15 | $3.02 | $74.55M | 24.33M |
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| No. | Vol. | Price($) |
|---|---|---|
| 4 | 89482 | $3.04 |
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| Price($) | Vol. | No. |
|---|---|---|
| $3.05 | 37502 | 3 |
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