What I found most interesting about this is that they do not consider demand exceeding supply going forward. This is a damm revolution on a global scale and we are not even at the tipping point!
We haven't even seen true demand and I'll be honest forecasting it will be impossible...
Factor in 90% projects over time over budget (not PLS) then total supply won't be coming online anywhere near quickly enough.
All I know is that I won't be selling any shares for the foreseeable future.
Nice neat little graph though IMO.
Morgan Stanley beat Macquarie, page-41
Add PLS (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
$2.99 |
Change
0.010(0.34%) |
Mkt cap ! $9.000B | |||
| Open | High | Low | Value | Volume |
| $2.93 | $3.01 | $2.89 | $104.7M | 35.12M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 3 | 11874 | $2.98 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $2.99 | 65336 | 3 |
View Market Depth
| Last trade - 16.10pm 19/07/2024 (20 minute delay) ? |
| PLS (ASX) Chart |