PLS 6.54% $2.86 pilbara minerals limited

Good pickup. I added one extra zero when converting from Kt to...

  1. 339 Posts.
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    Good pickup. I added one extra zero when converting from Kt to t, thought it looked off. I have recalc'd and graphed to make it clearer.

    upload_2016-5-13_7-49-0.png

    upload_2016-5-13_7-49-37.png

    Again I should mention that Tianqi have several assets that do not get captured in an EV / LCE comparison including two lithium processing factories, 51% of the operating mining plant at Greenbushes, 20% of a Tibetan brine asset, their actual chemical selling business and likely more (have not made a study of Tianqi). Also the EV I used for Tianqi was sourced from SuperNinja's data (thanks).
 
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