PLS 1.39% $2.84 pilbara minerals limited

Joe Lowry about PLS and Gangfeng, page-43

  1. 5,890 Posts.
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    What matters is not the potential over supply from your so called giant lithium mines but for PLS ,
    HEALTHY MARGINS.


    Operating cash costs
    1
    per tonne of
    spodumene
    concentrate (SC6.0)

    First 15 years, US$196/tonne CFR

    Life
    -
    of
    -
    Mine, US$207/t CFR; generating healthy margins at assumed prices
 
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