PLS 0.94% $3.16 pilbara minerals limited

Thanks for posting ! It has very good insights , I think the...

  1. 379 Posts.
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    Thanks for posting ! It has very good insights , I think the facts are right ( excepting no mention to BESS ) about the forecasts ... who knows.

    It seems that they are distributing the available LC margin ( I assumed similar LHO pricing, 500$ SC6 cost and 5,000$ LHO conversion cost with 7/1 SC6/LHO conversion factor) 60% to miners and 40% to the converters.... which makes sense as this will trigger a higher level of investment at mine level, which is the bottle neck.

    I will stick to PLS, the future is too bright to see it.
 
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