PLS 0.42% $1.18 pilbara minerals limited

Ken began by describing the Pilgangoora plant as a "Rolls Royce"...

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    Ken began by describing the Pilgangoora plant as a "Rolls Royce" of Spodumene processing plants.

    He later went on to discuss the proposed AJM takeover. He was emphatic when he said that AJM's problem was their flotation process. He said only PLS can solve this problem. PLS spent their time solving their own problem in this regard, expanding recoveries from the 60% others are achieving, to the 75%+ recovery rates PLS is achieving now.

    He then also spoke about the shared boundary resource that only PLS can unlock. He said that for these TWO reasons, AJM is worth more to PLS than anyone else.

    He concluded speaking about the expanding EV/ESS demand in Europe and China.

    During question time he mentioned that we'll be back in full production some time in 2021.

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