PLS 2.04% $3.00 pilbara minerals limited

POST TRADING HALT - WHAT NEXT, page-483

  1. 3,089 Posts.
    lightbulb Created with Sketch. 1583
    There certainly has been a redistribution of shares happening. Can’t wait to know better what corporate plans are being developed by the company. The fundamentals of the resource haven’t changed. The output capability of the plant hasn’t degraded and (based on information available) is undergoing improvement works and design rectification works (some I which I understand are not being funded directly from company cash reserves). Offtake partners are increasing processing capacity of their plants. Discussions of downstream JV involvement appear to be continuing. EV sales are increasing (data above seems at odds with claims being made by others). Can’t wait to learn about our corporate activity. A falling Aus dollar against US helps with local costs against US dollar based sales (of course debt is US dollar based so no impact up or down there). “Be fearful when others are greedy and greedy when others are fearful” (of course DYOR).
 
watchlist Created with Sketch. Add PLS (ASX) to my watchlist
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.