Thanks for the links to the vid. Dale is switched on. Hearing...

Thanks for the links to the vid. Dale is switched on. Hearing him discuss the long time frames for increased production for most producers, the interest in the extra 300kt of spod in 2025, and most importantly for me, the long, patient time frame for any new diversification. Seems a special div will be the gift for xmas. This will likely drop the sp at the time but it would give long term holders the opp to buy more with the cash. Do U.S holders get the div? If any overseas holders are short and not entitled to a div, that would be even better.
After watching it, Im going to spend some time looking at which companies PLS might look at in 4 or 5 years time. By then 1Mt pa, downstream processing JVs, product concentration processor, no debt and ready to expand/diversify with the knowledge base and cash to do it. I do hope they stick to their knitting when the time comes ie spod mining, concentration, conversion.
No debt, they dont use banks or indebted to them so I understand the lack of coverage of PLS in most MSM analysts recommendations. So I appreciate this video and for Dale making the time.