PLS 0.35% $2.88 pilbara minerals limited

I am constantly bemused by the talk that some lithium mines in...

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    I am constantly bemused by the talk that some lithium mines in Africa are going to suddenly coming into production and totally upend the lithium market for PLS. Firstly, it's unsubstantiated chatter used to rev up downramping and shorting attacks. But beyond that, even if this fantasy was real, the structural deficit taking shape in lithium is so vast that no one new mine, or 10 new mines, is going to alleviate the production shortfall. Even at P1000 PLS itself is just a drop in the soon to be desperately required bucket.
 
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