PLS 3.17% $3.05 pilbara minerals limited

I sitll think it holds relative value over the rest. So yes...

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    I sitll think it holds relative value over the rest. So yes still hold. Results were terrible though.

    PLS resilience has been remarkable, but still trading extremely rich. If the market turns I don't think PLS seem the same upside as an ALB so I prefer to hold them. They aren't at risk of falling over so I'm not too concerned about the cycle.

    I'm holding Lithium shares in anticiaption of a turn in the cycle, so to me it makes sense to hold those with the most leverage to the upside that have balance sheet strength. My top pick would still be LAAC.
 
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