PLS 1.33% $2.96 pilbara minerals limited

What I found most interesting about this is that they do not...

  1. 442 Posts.
    lightbulb Created with Sketch. 5
    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.
 
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