PLS 6.43% $2.98 pilbara minerals limited

stuck in the middle, page-5

  1. 1,104 Posts.
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    PLS in my mind "has" a major deal/s it's "Ganfeng" (one of the biggest Li chemical convertor companies In the world wIth offtakes to BMW and Tesla) and the massive "POSCO", derisked and diverse, and PLS still owns 100% of the resource and mine. KDR is 50% and MIN is now 50%. I would prefer PLS to remain 100% and grow for a long time, technically In the ASX PLS by itself now owns the largest amount of Li resourse 100% (think of the value of the PLS resource based on what ALB-MIN deal - Wodinga little bit bigger than PLS currently, so lets call the PLS resource worth a $2.1Bill+ USD todays cash resource, worth a lot more mined and processed), yes for sure I would bet those looking to buy the 50% MIN wodinga who have missed out, would be looking at the other Aus Li companies closely. Keep in mind their are Aus mining companies that could just buy MIN,PLS and AJM together ! Disclosure hold all above companies PLS the most, nobody is getting my PLS,MIN shares for a long time, great day for Aus hardrock Li, All IMO DYOR.
    Last edited by FutureTech: 22/11/18
 
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