PLS

2.70%

$3.07 pilbara minerals limited

Pilbara Ports shipping schedule: EASTERN CAPE 28,195 dwt from...

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danu01

728 Posts.

160

18/06/24

22:53

Post #: 74379207

Originally posted by Greevas ↑

With SE CARDI entering port yesterday, I considered a scenario where PLS loads the remaining two ships currently anchored or due to arrive before the end of the quarter (SHANGHAI SPIRIT and EASTERN CAPE). This rough estimate assumes all ships are fully loaded and depart with 16 days left in the June quarter.
Table pricing is based on an unchanged spodumene price of $1100 USD/t for SC6, though a gradual decline is expected over the remainder of June, as indicated by SMM Metals pricing.
Regarding June quarterly activities, if we maximize ship loading's, we could see a revenue increase of up to 38% compared to the March quarter. Production is calculated as sales times 1.08%, the same percentage as the last quarter, suggesting an average P1000. Given PLS produced 80k tonnes in March, this is a reasonable projection.
Please note these figures represent a best-case scenario for PLS and are based on previous production and sales figures. This raises questions about the significant price drop, possibly due to last-minute market adjustments before the announcement of improved results.

Column 1 Column 2 Column 3 Column 4 Column 5 Column 6 Column 7 Column 8

0 Q2 SHIPPING SCHEDULE

1
DEPARTURE

Ship

CAPACITY

WMT

DMT

RUNNING

SC6 PRICE
SC5.3 PRICE

2 7/04/2024

SHANGHAI SPIRIT

18,828

10,965.00

10,087.80

10,088

$1,135.00

$1,002.55

3 14/04/2024

TAO STAR

25,064

17,250.00

15,870.00

25,958

$1,141.00

$1,007.85

4 27/04/2024

JIANGMEN TRADER

37,673

34,300.00

31,556.00

57,514

$1,132.00

$999.90

5 2/05/2024

DL LILAC

33,752

26,000.00

23,920.00

81,434

$1,135.00

$1,002.55

6 13/05/2024

TEAM VIEW

35,914

33,000.00

30,360.00

111,794

$1,129.00

$997.25

7 1/06/2024

BUNUN ORCHID

37,875

34,845.00

32,057.40

143,851

$1,110.00

$980.46

8 11/06/2024

TAO MARINER

25,064

23,058.88

21,214.17

165,065

$1,106.00

$976.93

9 JUNE TBD

SE CARDI

37,717

34,699.64

31,923.67

196,989

$1,100.00

$971.63

10 JUNE TBD

SHANGHAI SPIRIT

18,828

17,321.76

15,936.02

212,925

$1,100.00

$-

11 JUNE TBD

EASTERN CAPE

17,019

15,657.48

14,404.88

227,330

$1,100.00

$-

12 TOTALS

10 SHIPMENTS

287,734

247,

098

227,330

227,330

$1,118.80
$995.35

13 US$/t SC5.3

$995.35

14 USD

226,273,517

15 AUD

345,067,114

Column 1 Column 2 Column 3 Column 4 Column 5 Column 6

0 JUNE QUARTERLY ACTIVITIES REPORT

1 Summary Operational FinancialMetrics

2

Units

Mar Q FY24

June Q FY24

%

YTD FY24

3 Production

k dmt

179

246

37

744.7

4 Sales

k dmt

165.1

227

38

698.7

5 Realised Price

US$/dmt

804

995

23

1169

6 Revenue

A$M

192

344

82

1294

7 Unit Operating Cost

A$/dmt

675

-

-

685

8 (FOB)

US$/dmt

444

-

-

448

9 Unit Operating Cost

A$/dmt

789

-

-

861

10 (CIF)

US$/dmt

511

-

-

564

11 Cash Balance

A$B

1.8

-

-

1.8

Expand

Pilbara Ports shipping schedule: EASTERN CAPE 28,195 dwt from EANC to PH2 Tuesday 18 June

https://www.pilbaraports.com.au/Shipping_Schedule/Current_Shipping_Schedule.pdf

PLS Price at posting: $3.26 Sentiment: None Disclosure: Held

3 Upvote

0 Great analysis

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Last $3.07		Change -0.085(2.70%)		Mkt cap ! $9.215B

Open	High	Low	Value	Volume
$3.13	$3.15	$3.02	$29.12M	9.502M

Buyers (Bids)

No.	Vol.	Price($)
23	93005	$3.06

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Price($)	Vol.	No.
$3.07	65695	24

View Market Depth

No.	Vol.	Price($)
20	121579	3.050
26	277333	3.040
20	173260	3.030
42	462812	3.020
24	276020	3.010

Price($)	Vol.	No.
3.060	46890	12
3.070	274222	24
3.080	243682	15
3.090	58053	12
3.100	187378	16

Last trade - 11.48am 04/10/2024 (20 minute delay)

PLS (ASX) Chart

Pilbara Ports shipping schedule: EASTERN CAPE 28,195 dwt from...

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	Column 1	Column 2	Column 3	Column 4	Column 5	Column 6	Column 7	Column 8
0	Q2 SHIPPING SCHEDULE
1	DEPARTURE	Ship	CAPACITY	WMT	DMT	RUNNING	SC6 PRICE	SC5.3 PRICE
2	7/04/2024	SHANGHAI SPIRIT	18,828	10,965.00	10,087.80	10,088	$1,135.00	$1,002.55
3	14/04/2024	TAO STAR	25,064	17,250.00	15,870.00	25,958	$1,141.00	$1,007.85
4	27/04/2024	JIANGMEN TRADER	37,673	34,300.00	31,556.00	57,514	$1,132.00	$999.90
5	2/05/2024	DL LILAC	33,752	26,000.00	23,920.00	81,434	$1,135.00	$1,002.55
6	13/05/2024	TEAM VIEW	35,914	33,000.00	30,360.00	111,794	$1,129.00	$997.25
7	1/06/2024	BUNUN ORCHID	37,875	34,845.00	32,057.40	143,851	$1,110.00	$980.46
8	11/06/2024	TAO MARINER	25,064	23,058.88	21,214.17	165,065	$1,106.00	$976.93
9	JUNE TBD	SE CARDI	37,717	34,699.64	31,923.67	196,989	$1,100.00	$971.63
10	JUNE TBD	SHANGHAI SPIRIT	18,828	17,321.76	15,936.02	212,925	$1,100.00	$-
11	JUNE TBD	EASTERN CAPE	17,019	15,657.48	14,404.88	227,330	$1,100.00	$-
12	TOTALS	10 SHIPMENTS	287,734	247, 098	227,330	227,330	$1,118.80	$995.35
13					US$/t SC5.3	$995.35
14					USD	226,273,517
15					AUD	345,067,114

	Column 1	Column 2	Column 3	Column 4	Column 5	Column 6
0	JUNE QUARTERLY ACTIVITIES REPORT
1	Summary Operational FinancialMetrics
2		Units	Mar Q FY24	June Q FY24	%	YTD FY24
3	Production	k dmt	179	246	37	744.7
4	Sales	k dmt	165.1	227	38	698.7
5	Realised Price	US$/dmt	804	995	23	1169
6	Revenue	A$M	192	344	82	1294
7	Unit Operating Cost	A$/dmt	675	-	-	685
8	(FOB)	US$/dmt	444	-	-	448
9	Unit Operating Cost	A$/dmt	789	-	-	861
10	(CIF)	US$/dmt	511	-	-	564
11	Cash Balance	A$B	1.8	-	-	1.8

Pilbara Ports shipping schedule: EASTERN CAPE 28,195 dwt from...

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