PLS 5.83% $3.07 pilbara minerals limited

LAC is a monster when it comes to resource and reserves (I...

  1. 273 Posts.
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    LAC is a monster when it comes to resource and reserves (I recommend ep 122 of the global lithium podcast with Geologist Tom Benson)

    Thacker Pass alone is 13,7Mt LCE (at a high 2231ppm concentration)
    Cuachari is some 4Mt LCE
    and Millenium (Pastos Grandes) > 4Mt LCE

    If you look for big resources go LAC. It has replaced PLS as my biggest holding.

    VUL is a pipe dream IMO. I have my doubts they will ever produce meaningful quantities.

    I like the size of PLS and as an early producer it is perfectly placed to capitalize on the current shortage. I wish I had cash right now to buy some more PLS....

    Discl. Long LAC, NMT, PLS Critical Elements (TSXV:CRE), NANO, Arena Minerals (TSXV:AN), WIN, MRR
 
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