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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$1.48

NPV vs Increasing Market Cap, page-9
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Last
$1.48 |
Change
0.030(2.07%) |
Mkt cap ! $4.762B |
Open | High | Low | Value | Volume |
$1.44 | $1.52 | $1.41 | $55.01M | 37.35M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
7 | 567829 | $1.48 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$1.48 | 4470 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
7 | 567829 | 1.475 |
7 | 293927 | 1.470 |
5 | 54000 | 1.465 |
9 | 66227 | 1.460 |
2 | 7800 | 1.455 |
Price($) | Vol. | No. |
---|---|---|
1.480 | 4470 | 1 |
1.485 | 22437 | 1 |
1.490 | 121489 | 5 |
1.495 | 141123 | 5 |
1.500 | 257728 | 16 |
Last trade - 16.19pm 08/07/2025 (20 minute delay) ? |
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