PLS 1.50% $3.94 pilbara minerals limited

I'd say that the JV is bad news for smaller/ non integrated...

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    I'd say that the JV is bad news for smaller/ non integrated converters as it reduces non committed available supply which should drive up the price which in turn is good news for pls as I'd assume the 300k is "sold" into the JV under market pricing
 
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