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
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Last
$3.98 |
Change
0.010(0.25%) |
Mkt cap ! $11.97B | |||
| Open | High | Low | Value | Volume |
| $4.05 | $4.07 | $3.97 | $50.51M | 12.60M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 6 | 135433 | $3.98 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $3.99 | 41565 | 4 |
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| Last trade - 16.10pm 15/05/2024 (20 minute delay) ? |
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Last
$3.99 |
Change
0.010 ( 0.05 %) |
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| Open | High | Low | Volume | ||
| $4.04 | $4.07 | $3.97 | 3189143 | ||
| Last updated 15.59pm 15/05/2024 ? | |||||
| PLS (ASX) Chart |