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$3.77 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 $3.77		Change 0.060(1.62%)		Mkt cap ! $11.25B

Open	High	Low	Value	Volume
$3.75	$3.78	$3.74	$12.87M	3.407M

Buyers (Bids)

No.	Vol.	Price($)
33	126526	$3.76

Sellers (Offers)

Price($)	Vol.	No.
$3.77	104056	28

View Market Depth

No.	Vol.	Price($)
27	56253	3.760
28	130761	3.750
22	133519	3.740
13	78058	3.730
18	145507	3.720

Price($)	Vol.	No.
3.770	168827	37
3.780	332473	38
3.790	122955	20
3.800	285996	35
3.810	116856	21

Last trade - 10.58am 06/06/2024 (20 minute delay)


Last $3.78			Change 0.060 ( 2.03 %)
Open	High		Low	Volume
$3.76	$3.78		$3.74	987366
Last updated 11.19am 06/06/2024 ?

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