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$3.76 pilbara minerals limited

Pilbara to double and triple down, where will the money come from?, page-21

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barbal

3,154 Posts.

75

26/03/19

19:15

Post #: 37891609
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Originally posted by wkimpton073: ↑

Hi All,

Potential investor here, the calcs above are exactly what we should all be thinking about when it comes to our hard earned money. I agree it is challenging to see PLS being debt free for a while on a stage 3 expansion. Yet at the same time given the time value of money it is understandable why management will dance the fine line between taking on to much debt and future profits. PLS is sized for 15 years of stage 3 capacity with no additional drilling. I have been personally drawing parallels to FMG with PLS as they went through a very similar scenario with a lot of people saying there were expanding to aggressively ect. They managed to get the aggressive expansion vs debt just right (though it did get close). It is not unreasonable to consider their path as a potential example of PLS.

I encourage the healthy debate and to point out the simplifications. price per tonne and US/AUD are big factors of economics but so are cost optimisation in DFS ect.

Sentiment is hold as I'm yet to pull the trigger.

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They managed to get the aggressive expansion vs debt just right (though it did get close).
I think that is an understatement, lol.

PLS Price at posting: 69.0¢ Sentiment: Buy Disclosure: Held
4 Upvote

0 Great analysis

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(20min delay)
Last $3.76		Change 0.050(1.35%)		Mkt cap ! $11.31B

Open	High	Low	Value	Volume
$3.75	$3.79	$3.73	$50.45M	13.39M

Buyers (Bids)

No.	Vol.	Price($)
2	24000	$3.75

Sellers (Offers)

Price($)	Vol.	No.
$3.76	152553	3

View Market Depth

No.	Vol.	Price($)
2	24000	3.750
4	213759	3.740
10	140663	3.730
16	319364	3.720
17	268465	3.710

Price($)	Vol.	No.
3.760	3000	1
3.770	195078	7
3.780	149025	6
3.790	214651	19
3.800	157241	24

Last trade - 16.10pm 06/06/2024 (20 minute delay)


Last $3.74			Change 0.050 ( 1.08 %)
Open	High		Low	Volume
$3.76	$3.79		$3.74	4831203
Last updated 15.59pm 06/06/2024 ?

PLS (ASX) Chart