PLS 1.19% $2.98 pilbara minerals limited

I don't know what's going to happen in the next month or two.But...

  1. 80 Posts.
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    I don't know what's going to happen in the next month or two.
    But with everything lining up - I think we all have a pretty good idea where things are going in the next year or two.

    New flows coming our way over the next 6 months should be the catalyst for PLS break trend to the upward side and a continued charge to fair value:
    • PLS & CALIX JV FID ~30JUN
    • Quarterly (expecting another ~$1B EBITDA) ~30JUL
    • Annual Report & Dividend announcement (Conservatively expecting $0.20-$0.25) ~30AUG
    • Dividend Payment ~30SEP
    • P680 Commissioning and ramp up ~30NOV
    • POSCO PLS JV first train Commissioning (and hopefully increasing stake from 18%-30%) ~30DEC
    I'd expect some drilling results and increased resource numbers sometime in-between, and likely some other fun news about new downstream ventures.

    Strap in and DYOR IMO etc..

    Cheers - Woly

    https://hotcopper.com.au/data/attachments/5364/5364358-dd09d006d464a1c62bd8ec51bc997114.jpg
 
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