PLS 0.69% $2.90 pilbara minerals limited

Good News & Bad News, page-44966

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    Good news. Other higher cost suppliers are capitulating everywhere, delaying projects, mothballing operations. Many projects slated for 2026-2030 now being reassessed. Playing right into PLS's hands, again. Deja Vu.

    Could be another J hook price rise again if this price doesn't adjust to levels that incentivise supply. At a time when GWh's deployed is increasing at circa 30%, new supply is set to moderate.


    https://hotcopper.com.au/data/attachments/6371/6371011-342de43dd9b6839e34134241a58b4aee.jpg

 
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