PLS 0.36% $4.20 pilbara minerals limited

Tesla report pretty weak, outlook weak. Interestingly energy...

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    Tesla report pretty weak, outlook weak. Interestingly energy storage is seeing huge growth.

    They point to higher rates for demand slow down and ramp up of cybertruck, which I assume will require a lot more lithium than a model 3/y.

    Min realised pricing about 10% lower on an equivalent basis than PLS. Huge shock to me.
 
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