PLS 6.19% $3.18 pilbara minerals limited

Good News & Bad News, page-31176

  1. 6,850 Posts.
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    Now boys, girls and those that identify as neutral or a whale. Have a look at the new supply landscape. Do we all think that new supply is going to flood the market. Take out about 13kt of LCE just on little CXO’s latest FY2023-24 forecast. As SF said, maybe 80% of forecast new supply is too generous. I cannot wait for mainstream analysts updated forecasts as more of these delays are announced. Expecting more of the BS DLE project delay announcements to start hitting the news wire as the year continues. PLS looking like an extremely safe and profitable bet.
 
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