PLS 3.17% $3.05 pilbara minerals limited

Good News & Bad News, page-37814

  1. 8,984 Posts.
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    Nonsense, okay.

    The main difference between our respective analysis, is you are looking backwards and I am looking forward, their earnings have been falling quarter on quarter since their last annual report, so too have their investments in developers halved, if not more over that time, LTR, PMT etc.

    You might want to include capex in your analysis, and assess how much cash burn is required to get Kemerton up to specs, same for their Chinese conversion facilities, and the Cherry on the top, might see a forced shut down at their Chile operations, as SQM has.

    Try to keep up, or catch up, you are 7 months behind the curve, do you reside under a rock.

 
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