Yeah the announcement literally said there was 270kt available pending uptake of pre-announced options. I also said the same thing weeks ago. Not really revolutionary maths.
So:
1. There are benefits there if Ganfeng took on the ownership
2. There are benefits there if POSCO take on the ownership
3. Ganfeng have just signed a deal with VW to be a supplier. That would suggest there might be possibilities for VW to get involved right down the food chain.
4. Livent are looking for HR production. Outside of A40 (which I have nothing against but hasn't proven - even if holders believe it is there - that it is long life) where else are they going to find a quality, long life HR asset?
5. Does a major want to get involved in Lithium (big mining experience could be a non monetary benefit that helps improve PLS) - so do we see BHP, RIO, WES etc?
You have to remember if PLS can hit full recoveries and lower costs any part owner makes a profit. It doesn't have to simply be about uncommitted feed stock.
What is left to sell at Pilgangoora?, page-2
- There are more pages in this discussion • 55 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
$3.88 |
Change
-0.010(0.26%) |
Mkt cap ! $11.67B | |||
| Open | High | Low | Value | Volume |
| $3.85 | $3.94 | $3.83 | $54.21M | 13.96M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 13 | 394106 | $3.87 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $3.88 | 27332 | 1 |
View Market Depth
| Last trade - 16.10pm 29/05/2024 (20 minute delay) ? |
|
|||||
|
Last
$3.89 |
Change
-0.010 ( 0.26 %) |
||||
| Open | High | Low | Volume | ||
| $3.85 | $3.94 | $3.83 | 4167261 | ||
| Last updated 15.59pm 29/05/2024 ? | |||||
| PLS (ASX) Chart |