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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pilbara minerals limited
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$1.45

NPV vs Increasing Market Cap, page-9
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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. |
---|---|---|
$1.46 | 186720 | 26 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
42 | 303275 | 1.450 |
38 | 423358 | 1.445 |
36 | 633984 | 1.440 |
25 | 382379 | 1.435 |
33 | 449906 | 1.430 |
Price($) | Vol. | No. |
---|---|---|
1.455 | 239569 | 27 |
1.460 | 617973 | 22 |
1.465 | 455865 | 20 |
1.470 | 591320 | 20 |
1.475 | 509396 | 5 |
Last trade - 15.50pm 07/07/2025 (20 minute delay) ? |
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