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
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Last
$2.98 |
Change
-0.020(0.67%) |
Mkt cap ! $8.972B | |||
| Open | High | Low | Value | Volume |
| $2.92 | $2.98 | $2.90 | $38.78M | 13.16M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 15056 | $2.97 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $2.98 | 89928 | 9 |
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| Last trade - 16.10pm 23/08/2024 (20 minute delay) ? |
| PLS (ASX) Chart |