PLS pilbara minerals limited

NPV vs Increasing Market Cap, page-9

  1. 1,862 Posts.
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    Quicksilvasurfer,

    An expansive post for someone who doesn't hold and thanks the company is way overvalued.

    The reason for continuing to expand the resource and the Ore Reseve should be obvious - most importantly it is to allow expansion of the production rate to 3 MTPA or more. This is completely obvious and an absolute certainty in my view.

    As for your remarks regarding valuations, in simple terms:

    - Define what is in the ground in terms of tonnes and grade (Resource Drilling)
    - Determine that marketable products can be produced (Met studies)
    - Determine that you have customers for those products (MOUs, leading to binding off takes)
    - Determine the current and forward estimates for the prices those products can/will achieve
    - Determine the capital and operating costs of producing the said products
    - apply a discount rate (which progressively gets smaller) to account for risks like permitting, logistical considerations, market changes, etc
    - Apply a premium for the strategic nature of a world leading resource of this type.
    - There's the basis of your valuation

    How else would you value a pre-production project?
 
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(20min delay)
Last
$1.45
Change
-0.063(4.13%)
Mkt cap ! $4.665B
Open High Low Value Volume
$1.53 $1.53 $1.44 $36.62M 24.96M

Buyers (Bids)

No. Vol. Price($)
27 156133 $1.45
 

Sellers (Offers)

Price($) Vol. No.
$1.46 186720 26
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Last trade - 15.50pm 07/07/2025 (20 minute delay) ?
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