PLS 5.69% $3.16 pilbara minerals limited

Considering future develpments in battery technologie, Lithium...

  1. 551 Posts.
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    Considering future develpments in battery technologie, Lithium might be replaced in 15-20 years?
    All recent Hard Rock Lithium findings and Bolivia beeing able to exploit it's resources in 10-15 years?
    IMO a 20 year timeframe is realistic to realize good profits in Lithium. Anything beyond is wishful thinking.

    If PLS tenements are drilled out completely, we may have a resource of 300 Mt or more.

    Some 80 years LOM would make my grandchild children happy, if there would be no progress and no competitors.

    So we would need 15 Mt plant ...realistic?
    Why not, JV with...e.g....BYD and go big.

    Delivering MIN 50-80 Mt ore, incl. upfront payments, forget ROFR issue and build a plant sponsored by MIN?

    There are a lot of possibilities.

    One thing seems clear to me.
    If PLS wants a 300Mt resource at it's own just for beeing the biggest fish, it may end in a soap drama here.

    If managament is not suffering from megalomania, we might see a huge JV and a SP a lot people are dreaming of.

    With an initial 2 Mt and a 4Mt plant 2020 PLS will waste it's economic potencial.
    2/4 Mt plants are fine for a 50-80 Mt resource.
    PLS wants it bigger....than think bigger.
 
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