PLS 0.61% $3.31 pilbara minerals limited

Good News & Bad News, page-23874

  1. 839 Posts.
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    Of course it's cheap. He now gets spodumene at cost. I wonder what that valuation would imply for PLS a proven performer. Not sure about Sigma though, husband and wife sound a little too optimistic regarding ramp up and technology. Have a listen to JL's podcast. How long before other OEMs jump into the ring? Offtakes just aren't going to cut it. Livent will go next.
 
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