PLS 1.32% $3.06 pilbara minerals limited

I don't see supply in any of them that come much short of...

  1. 12,820 Posts.
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    I don't see supply in any of them that come much short of Greenbushes. That's not the point. Either you capitalise on your advantage now or you become one of them. The more that start to look better than you, then the more likely you will fade in the background. There is nothing particularly world-beating about Pilgangoora, except for tons, and hyping that up, is the wrong way around. If you don't reckon there is the potential for competitors out there, then your mindset may be discounting risk.

    Virtually every single poster seems to view lithium feedstock sources in the way one would evaluate a base or precious metals project. Just as all the graphiters and all the REE-ers made similar errors of assumption. If you are operating a gold mine with 2m oz at 2 g/t and $1000 oz opex, and someone comes along and discovers 5m oz at 5 g/t and $600 opex, it makes virtually no difference to you whatsover. Not so for lithium feed stock.
    Last edited by HCGhost: 16/08/16
 
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