Spodumene Prices, page-4469

We find out next month what PLS made. Its all guess work by us plebs.
I get the feeling that they've dropped their cost prices below $400US/T(before tax)
They doing BMX auctions again and their last one was at $1100US/T.

Think the CIF includes all the expenses from the company.

PLS are one of the very few making a profit where many others have halted production
and all I see happening with the others is bankruptcies.

PLS is take over bait at these low prices.

The fact that Aussie Super has bought up so much of late tells me they may know something we plebs don't.
The haven't sold so they waiting for the reporting season.

I think we'll see profits 20% or more higher than the first 6 months of the last financial year
and that will see the stock take off.

It will be interesting to see if Aussie Super hold when the stock starts shooting up.

PLS don't make it easy to follow their costs though.
FMG on the other hand shows all the costs in a long document but make it easy in a 1 page doc
where its easy to follow.

I think PLS will be back over $4 soon enough.
If the have made $500m or more in the last year exporting 680,000 tonnes
and come this time next year it will hit 1 million tonnes then even at these low prices
they are close to $1b profit and come last 2025 they'll have a report to go to 2 million tonnes
by 2028 which by then the spod might be back at $1500US/T to $2500US/T and then we are talking
billions in profits and the share price will be far higher than it is now.