PLS 5.84% $2.90 pilbara minerals limited

The fundamentals continue to look good, especiallythe price of...

  1. 373 Posts.
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    The fundamentals continue to look good, especially
    the price of lithium. Some fundamental questions have
    already been answered by recent press releases, such
    as the status of the POSCO arrangement and coninued
    development of the Calix pilot project.

    But we could use some answers to fundamental questions
    at the upcoming quarterly presentation. Where exactly does
    the company now stand with the multiple production issues
    such as workforce hires. Are they in a position to now provide us with
    a reliable forecast of quarterly production and BMX sales.
    Hopefully much of the quarterly discussions will center on
    production because so many of the current uncertainties relate
    to that issue.

    The solid earnings we expect to have earned in the 1st quarter would
    be greatly enhanced if we have a BMX sale just prior to release of
    the quarterly.
 
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