330.000t is the current capacity. There are plans for stage 2 and 3 plus the recently acquired Altura asset. That one has a capacity of 220.000, which is in care and maintenance now. Altura also had a stage 2 planned of another 220,000 tons.
PLS (old) current: 330.000t total Stage3: 1.200.000t
PLS (Altura) current: 220.000 total Stage 2: 440.000
Total combined PLS at full capacity: around 1.600.000 t per year
Now you factor in a rising price for Spod, a possible downstream JV with Posco and the strategic value of having uncommitted capacity in a market that is about to get tight.....
Discl: I am very long and very bullish.
Spodumene Prices, page-270
-
- There are more pages in this discussion • 4,164 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add PLS (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
$3.07 |
Change
-0.190(5.83%) |
Mkt cap ! $9.239B | |||
| Open | High | Low | Value | Volume |
| $3.19 | $3.20 | $3.07 | $96.53M | 30.85M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 41 | 815921 | $3.06 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $3.08 | 309816 | 3 |
View Market Depth
| Last trade - 16.10pm 28/06/2024 (20 minute delay) ? |
| PLS (ASX) Chart |