If you do the math using some of the reporting agency's key metrics out to 2030, you might be surprised at where the sp of this company climbs to down the track, not next month, but over the next decade.
Benchmark Minerals Intelligence would help you with 2030 demand forecasts, in twh's.
Roskill would help with spod and battery grade chem pricing so you can extrapolate profit multiples, etc.
Given the size and scale of the PLS project, it would be reasonable to assume they venture 1 step downstream and produce 40kt of battery chems each year, directly attributed to PLS's P&L.
Hancock Prospecting T/O of PLS?, page-47
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$2.98 |
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