PLS 5.69% $3.16 pilbara minerals limited

Let's see1. Whole analysis talks about supply but absolutely...

  1. 4,987 Posts.
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    Let's see

    1. Whole analysis talks about supply but absolutely nothing on the demand front. Price is determined based on demand vs supply.
    2. Evidence thus far is that demand has consistently exceeded expectations on any analysis and that the supply has disappointed
    3. Put your hat on as a miner, you're going to want to protect margins so your supply response and resource expansions may just be "delayed".
 
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