PLL posters who hold both PLL, SYA (and in some cases A11) are often the subject of ridicule (or worse) by others largely invested in just SYA.
Paging @arfbarf = you had to know this "page" was coming - I've had "spirited" dialogue with Arf (but at least it has never been spiteful).
This has and continues to be a problem - believing SYA 100% when there has been other statements that don't back it up ....
Follow the chain of posts .... you'll get the drift
and of course since I was tagged into the discussion
And now cue the guidance by SYA
So that really is a big whiff for all those touting 220Ktpa+ ... but why is this problem present ... weren't the upgrades made to get above the 160Ktpy. This is why I press hard sometimes ....
I wont state the obvious wrt to the OTA tonnages.
The pain for all is the price of SC ... spot at SMM for SC6 CIF at US$2,130 and still iin downtrend. One has to think below $2,000 and more likely below $1,800 is on the cards for SC5.4 ... going to be very interesting to hear KP's commentary on the earnings call. Maybe our gross margin is ~$1,000/t and EBITDA (from this project) being generated is ~$100M at this price ... still have to rip out corp o/head etc to get to company level and now its a question of mutiples since lithium seems to be "on the nose" at the moment.
A time for caution??? or fortune favors the brave???
- Forums
- ASX - By Stock
- PLL
- PLL General Discussion
PLL General Discussion, page-1755
-
-
- There are more pages in this discussion • 843 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add PLL (ASX) to my watchlist
(20min delay)
|
|||||
Last
13.5¢ |
Change
-0.005(3.57%) |
Mkt cap ! $55.40M |
Open | High | Low | Value | Volume |
13.5¢ | 14.0¢ | 13.3¢ | $241.4K | 1.767M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
8 | 253919 | 13.5¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
14.0¢ | 240675 | 3 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
8 | 253919 | 0.135 |
18 | 1289865 | 0.130 |
8 | 446721 | 0.125 |
19 | 550740 | 0.120 |
5 | 483695 | 0.115 |
Price($) | Vol. | No. |
---|---|---|
0.140 | 240675 | 3 |
0.145 | 278450 | 6 |
0.150 | 112831 | 9 |
0.155 | 180667 | 3 |
0.160 | 101343 | 5 |
Last trade - 16.10pm 30/09/2024 (20 minute delay) ? |
Featured News
PLL (ASX) Chart |