You guys at those ten bags full with this organization really...

You guys at those ten bags full with this organization
really are sitting pretty.

I bet all the momentum traders - and sell side
analysts noise is amusing, to say the least.

I spent a lot of time researching Pilbara before I
started averaging in last Feb/March 3.50ish.

Happy to have found the opportunity!

As the late-great Charlie Munger would say,
“You’re looking for a mispriced gamble, and you
have to know enough to know whether the gamble
is mispriced.”

Just by sitting idle, what an incredible opportunity
right there in front us!

Treating a superior organization as your shorting
theme, simply because there’s no other way to do
it? Yes, please.

Looking forward to watching that play out!

One could easily argue the short-term price
corrections doesn’t hurt, but actually is quite
beneficial to companies like PLS.

However, I would agree with Ken B that it would
be far better for the industry as a whole - if the cost
curve wasn’t pushed so far to the right and the projects
with the best attributes were capitalized first.