PLS 3.17% $3.05 pilbara minerals limited

How the times have changed, offtake is basically a dirty word...

  1. 42 Posts.
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    How the times have changed, offtake is basically a dirty word now. Think PLS would gladly rip up all the outstanding contracts if it could, sell 100% on BMX. Buuttt i suppose that's only true when the market is as hot as it is now, maybe we'll be glad to have some contracted buyers during the ~18 months around 2026. Stockpiling a bunch of Lithium salts might not be a bad play over that period too. Might make for some tough quarters, but it'd pay off as the demand skyrockets. Certainly won't be short on cash to weather any mid-term pullbacks in price.
 
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